What To Expect From Q2 Earnings Season
For whatever it’s worth, the bar to clear for corporate America when reporting season kicks
Sotomayor Pens Obituary For American Democracy
To be aggrieved at a 2024 Supreme Court decision at odds with the popular will
‘Period. End Of Story’
It’s hard to know whether Joe Biden and his surrogates actually believe he’s up to
US Factory Activity ‘Frustratingly Weak’
US factory activity contracted a third month in June, the first of this week’s top-tier
Le Pen ‘At The Gates Of Power’ As France’s Political Center ‘Wiped Out’
Implicit in Emmanuel Macron’s brazen decision to dissolve parliament three weeks ago was the notion
Jobs, Politics And Fireworks
If you’re not into politics, it’ll be an arduous week. Headlines in the days ahead
Chinese Economy Still Struggling, Latest Data Shows
The Chinese economy’s still on shaky footing. At this point — which is to say
As US Celebrates July 4, UK Braces For ‘Electoral Asteroid’
It’s another holiday week in the US. On Thursday, American men will engage in the
No Choice: A Bear Market In Democracy
Long before Joe Biden and Donald Trump officially committed to reprising their roles for a
What If Tariffs Are Deflationary This Time?
Here’s an idea: What if new tariffs are deflationary? If you’re inclined to dismiss that
Paging @KamalaHarris
Donald Trump won the first (and, if Democrats have any sense about them, the only)
Nothing Worse Than High Prices
Another month, another outsized revision on America’s marquee gauge of consumer sentiment. The final read
Two Fed Cuts Very Much In Play As Core Inflation Cools
As expected, the Fed’s preferred measure of inflation in the US moderated further in May,
US Housing Market Logs Another Regrettable Record
I hate to relegate the single-worst read on a key leading indicator of US home
Brace For Impact
A growing chorus is concerned about the read-through of a prospective GOP election sweep for
With $2 Trillion Buffer Gone, Americans’ Spending Slows
When is the US government’s third try at estimating aggregate economic activity worth mentioning? That’s
Have US Jobless Claims Reached An Inflection Point?
After innumerable head fakes, it looks as though initial jobless claims in the US have
Micron And The Great Expectations Trade
Generally speaking, you should be able to venture a good guess as to whether high
Are Americans Taking Democracy For Granted?
I wasn’t planning to pen another “end of democracy” article this week. Really I wasn’t.
Why The Market Can’t Move
“Eye-wateringly dire.” That’s how Nomura’s Charlie McElligott described the vol environment in US equities, where
Macron, Le Pen And The Perils Of Polarization
It’s hard to feel “bad,” as such, for Emmanuel Macron. He not a terribly sympathetic
New Home Sales Plunge As US Housing Gridlock Continues
Sales of new US homes plunged in May, according to what I can confidently call
‘Too Big To Fail’ US Stock Market Isn’t So Exceptional Without Tech
US equities are “too big to fail.” That was one, among many, takeaways from what
Bubble Or Bust
Three months ago, SocGen’s Manish Kabra dethroned BofA’s Savita Subramanian to become Wall Street’s largest
Americans Have An Anxiety Disorder
US consumer confidence slipped in June, as Americans continued to fret about the outlook despite
There’s Always The Park Bench
Guess what? US home prices are at record highs. Oh, you already knew that? I
Who’s Right?
On some days (a lot of days, including the first day of this week) Nvidia
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