Are We Asking The Wrong Inflation Questions? Again?
What if rate hikes make inflation worse? It’s a question worth asking. Not in the
What if rate hikes make inflation worse? It’s a question worth asking. Not in the
Pending US home sales receded only slightly in July, figures out Wednesday showed. The 1%
There’s talk of an autumn “reaping” following a summer stock rally which, depending on who
It’s “Ok, what now?” time. Both for equities and the economy. The summer stock rally
Rally skeptics abound. I suppose that goes without saying. I’m not particularly fond of the
The US is likely headed into a proper recession, but according to one erstwhile deflationist,
During last month’s policy deliberations, “many” Fed officials voiced some concern around the risk of
Mike Wilson was “surprised” by the “magnitude” of a bear market rally that propelled US
In a sea of Fata Morganas, at least one trade was better than chasing ghosts.
It’s “premature to sound the all-clear,” Morgan Stanley’s Mike Wilson said, of US equities, which
Larry Summers is worried. About good news. Headline US inflation likely decelerated in July, which,
For the US economy to fall into a proper recession (as opposed to a “technical
An already convoluted outlook for markets was complicated further on Friday by a jobs report
Total nonfarm employment in the US returned to pre-pandemic levels in July, hotly-anticipated government data
Fade it at 4,200. That’s still the mantra for some strategists convinced the nascent rebound
Enigmatic. That’s the best way to describe second quarter earnings season in the US, where
If you ask Mary Daly, a slowdown in the US labor market is “completely worth
Whenever consensus turns even a semblance of cautious on equities and risk assets more generally,
I think we all get the joke. Or jokes, plural. Earnings are managed, management isn’t
Neel Kashkari sees inflation. A lot of it. And he sees it everywhere. “It’s very
You could make a fairly long list of compelling reasons to distrust the rally in
A week ago, I (somewhat begrudgingly) expressed guarded optimism about earnings season in the US.
The nascent recovery in beleaguered stocks is rational, but if you ask one popular sell-side
Consumer psychology improved in the back half of July, a revised read on a key
Another day, another dour read (or two) on the US housing market. Pending home sales
Capitulation in equities is “only partial.” That was the message from Barclays at a critical
This is all very simple, really. Markets will bottom when inflation peaks and the Fed
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