Israel Launches Massive West Bank Operation
The Israeli military’s in “the first stages” of a sweeping operation in the West Bank,
Melt-Up Tickets
It’s perilous to say anything about directionality for equities index when the only stock that
Stocks To Get $43 Billion Of Support Over The Next Week. If They Behave
Interest in systematic flows — and specifically the effort to anticipate and quantify their impact
‘Mixed Feelings’
American consumers harbor “mixed feelings.” On one hand, they live in the US as opposed
US Home Prices Climb Further With 86% Of Mortgages Still Handcuffed
US home prices are still rising. “Breaking news,” I know. If you don’t own one
$55 Billion Stock Crash Underscores China’s ‘Inevitable’ Date With Deflation
Earlier this month, PDD founder Colin Huang usurped water baron Zhong Shanshan atop the list
Checking The Mechanics
The earliest of this week’s trade on Wall Street was a bit difficult to parse,
FOMO, Nvidia And ‘All-Time High Watch’
Goldman’s Scott Rubner is “back on all-time high watch.” Writing Monday at the beginning of
Powell’s ‘Tetonic’ Shift And How To Make 50% In Six Days
I hesitate to say anything that might be construed as even remotely predictive vis-Ã -vis markets
Can High Rates Stoke Inflation? Ask $3 Trillion
Somehow, it’s still controversial to suggest that rate hikes, and particularly the persistence of Fed
Gold’s Trying To Tell Us Something
Gold’s trying to tell us something. As you might’ve noticed, bullion hit records above $2,500
Bloody Inanity
Israel and Hezbollah have reached the point of sheer, blatant inanity. On Sunday, the IDF
Inflation Updates Eyed In Post-Jackson Hole Trade
It’s the week before Labor Day, which means trader participation and conviction will be limited
Capitalist Suicide Cult
We — card-carrying members of a suicide cult called “capitalism” — tell ourselves a fantastical
Global Stock Funds Run Inflow Streak To 18 Amid Rally
If you’re curious — and I know you were! — global equity funds just enjoyed
Rate Cuts Are Coming
Jerome Powell’s keynote address in Jackson Hole was overtly — unequivocally, deliberately — dovish. No
Powell Emphatically Dovish: Fed Now Focused On Protecting Labor Market
“The time has come for policy to adjust,” Jerome Powell said Friday, during a hotly-anticipated
Big Box Sales Boom
Sales of newly-constructed, cookie cutter, Hardie board boxes rose sharply in America last month, volatile
Rate Cut Parties, CRE Slow-Burns And Recession Canaries
The Fed’s “loath to impose” reality on liquidity takers. So said BofA’s Jared Woodard, channeling
Money Fund Assets Scale New Peak Amid $100 Billion Month
US money market funds took in another $25 billion in the week to August 21,
A Big Source Of Systematic Stock-Buying Is Back. Will It Matter?
This’ll seem a bit repetitious to some readers, but it’s worth another mention: Vol control
Nobody’s Selling, Nobody’s Buying In America’s Frigid Resale Housing Market
Sales of previously-owned US homes rose for the first time in months, but the pace
Fed’s Soft Landing Story ‘Less Convincing’ Under The Surface, Uneven PMIs Suggest
US services sector activity expanded at a solid pace while manufacturing contracted early this month,
US Jobless Claims Unmoved Amid Labor Market Quandary
US jobless claims were a non-event. Again. If you were looking for evidence to shift
Is ‘The Whole Economic Edifice’ About To ‘Fall Apart’?
There’s something a bit strange about suggesting market participants are nervous. After all, we’ve just
‘Several’ Fed Officials Would’ve Supported A Rate Cut Last Month: FOMC Minutes
“Many participants noted that reported payroll gains might be overstated,” an account of the July
US Jobs Growth Hit With Huge Downward Revision
US jobs growth was likely far weaker than originally estimated in the year to March,
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