Heir Apparent
Trump-Vance. That’s the ticket. To where I don’t know. Like a lot of Donald Trump’s
Trump Dodges Another Bullet As Cannon Kills Documents Case
Donald Trump dodged a bullet. [Looks around at the audience. Waits. Crickets. Waits. Still crickets.]
Pointless Powell Cameo Produces Nothing Of Substance
A series of benign reads on price growth in the US added incrementally to the
Jury’s Still Out On David Solomon’s Goldman
Oddly enough, Goldman didn’t capitalize on the beginnings of an IB renaissance in Q2. Or
China’s ‘Shocking’ Domestic Slowdown Stuns Economists
When it comes to “strategic competition” between the world’s two largest economies, Xi Jinping’s doing
Trump’s Odds, Stocks And The Grover Cleveland Analogue
Prediction market odds took another turn in favor of Donald Trump in the wake of
Live By The Gun…
It’s “too soon,” I suppose, to state the obvious, but I’ll do it anyway: Donald
Crowded Macro Agenda Takes Backseat To US Political Melee
Needless to say, macro news and market coverage will take a backseat in the coming
‘Martyr’ Trump Survives Assassination Attempt
“Let me get my shoes,” said Donald Trump, calmly under the circumstances. His coiffed pompadour
Israel Takes Another Shot At Mohammed Deif
Israel tried to kill Mohammed Deif on Saturday. Again. It was unclear, initially anyway, if
Stock Funds Pass Quarter-Trillion Inflow Mark For 2024
If you’re keeping track at home, global equities just posted their sixth consecutive weekly gain.
Is It Time For The Long Bond?
The stars may be aligning for the unloved long-end. That’s according to BofA’s Michael Hartnett
US Consumer Sentiment Drops Again On Inflation ‘Objections’
Consumer sentiment in America “remains stubbornly subdued.” That’s how survey director Joanne Hsu described another
Reheat? US Producer Prices Unexpectedly Warm Up
Re-cork the champagne? 24 hours after blessing the Fed with the most favorable read on
Dimon Rings Up Record Profit On One-Off, Equities, IB Recovery
The IB slump’s over. I guess. JPMorgan’s dealmakers dialed up $2.46 billion in revenue during
Biden In The Balance
“He is our president, he is our nominee and he will be our president again
A Broader Bull May Be No Bull At All
I don’t know if I’d call it a “consensus” narrative exactly, but a popular take
Here Come The Cuts
In a mid-week note, BMO’s Ian Lyngen and Vail Hartman said Thursday’s US CPI report
US Inflation Finally Relents. September Fed Cut All But Assured
Jerome Powell and his colleagues had reason to celebrate on Thursday. US inflation came in
Dreading November
A little help here. More help. A little more help. And posthaste. That, in a
Memes, Bubbles, Busts And Bears
“Tesla is acting like a meme stock,” Bill Gross remarked this week. “Sagging fundamentals, straight
Pelosi’s Malarkey
Alexandria Ocasio-Cortez says Joe Biden’s the Democratic nominee. Ilhan Omar says the same. Ayanna Pressley’s
High Rate Hurdle Hard To Clear For US Housing
“Most borrowers do not have much of an incentive to refinance at current rates,” MBA
Xi Murdered The Chinese Economy
China’s no closer to shaking the deflation demon that’s haunted the world’s second-largest economy for
Saudis Tried To Extort G7 Over Fate Of Putin’s Frozen Billions
Would-be macro mavens and self-styled geopolitical observers harbor a lot of misconceptions about Saudi Arabia’s
US Credit Card Debt Rebounds, Hits New Record At $1.35 Trillion
Looking for more evidence that incorrigible American consumers might’ve finally exhausted the last of their
You must be logged in to post a comment.