Xi Calls Up ‘The Butcher’ To Cut Off China Stock Rout
“I heard you paint houses.” I was only half joking yesterday when I suggested Xi
Meanwhile, In HELOC News
Last summer, Bloomberg ran a piece documenting “the 2023 HELOC boom.” It was a human
Don’t Look Down
I haven’t counted myself among equity bears in quite a while, and I’m far from
Americans’ Credit Card Debt Hits $1.13 Trillion. Delinquencies Jump
Americans scored a new record for outstanding credit card debt in Q4, when total open
An ‘Epic’ Treasury Selloff, Kashkari’s Stargazing And Bad Election Optics
I’m a bit reluctant to editorialize heavily around what one mainstream financial media outlet described
China Turns To Xi For Advice On Stock Crisis
“Ok, I’m here. What’s the problem?” “Well, sir, it’s the stocks.” “What about the stocks?”
Market Concentration Risk ‘Worse In Some Ways Than Dot-Com Bubble,’ Kolanovic Says
As discussed at some length in “Magnificent 7: Bubble Or Not?” dot-com redux warnings are
Is The Fed Behind The Curve Again?
The Fed was certainly behind the curve hiking rates. Jerome Powell admitted as much during
Magnificent 7: Bubble Or Not?
Time and again over the past two or three years, bears and market skeptics in
Fed Survey Suggests Credit Crunch Fears Overblown
The latest vintage of the Fed’s Senior Loan Officer Opinion Survey was released on Monday
US Services Sector Picks Up Steam, Underscoring Message From Jobs Report
In the wake of a much improved read on the US manufacturing sector and a
Let’s Be Honest: Jerome Powell’s Ok
Did you watch Jerome Powell’s 60 Minutes interview? If not, don’t fret: It was only
‘Warning’: The Era Of Free Money Might Be Over Forever
I always hesitate to say this or that “bothers” me. Because that’d be disingenuous. There
China Ramps Up Threats, Rescue Gossip With Stocks At Tipping Point
The Chinese equity market is in dire straits, but don’t worry: The Party’s on it.
Fed Speakers, Regional Banks In Focus After US Jobs Shocker
In the days ahead, markets will hear from a veritable procession of Fed speakers who,
‘Unambiguously’ Bullish Investors Not Contrarian Indicator. Yet
It’s barely February and US equities are up 4% in 2024 already. Coming off a
US Bombs Iranian Assets, Allies In Iraq And Syria. With More To Come
Earlier this week, in a somewhat bizarre, and wholly farcical, statement, Kataib Hezbollah announced the
Meta For The Record
By noon on Friday, Meta was on track for a record. Not just a record-high
Blistering Jobs Report Blindsides US Rates
Needless to say, Friday’s astoundingly strong read on the US labor market rippled across the
Bubble Spotting
The price action in 2024 suggests we’re either coming out of a recession or in
MMF AUM Hits $6 Trillion Milestone. BTFP Borrowing Falls With Arb Dead
Money market funds emphatically snapped a two-week streak of outflows with a large haul that
Amazon, Apple, Meta Tout Results With Tech Rally On The Line
Amazon reported what the company described as a record-breaking holiday quarter in results released after
The Commercial Real Estate Reckoning Is Here
The best argument against the contention that the next financial crisis will be triggered by
America’s Factory Recession Likely Over. Cue Higher Prices
The marquee gauge of US factory activity printed well ahead of estimates on Thursday, suggesting
Fed Gets More Dovish Data As ULC Undershoots, Claims Jump Again
After rising the most in three years during the prior quarter, US labor productivity notched
BoE Projects Above-Target Inflation Through 2026 Even As It Softens Stance
The Bank of England kept rates on hold Thursday as expected, but the dissents included
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