‘Too Soon For All-Clear’ As European Inflation Comes In Slightly Warm
For what it’s worth — a mention, at least — inflation in Europe was a
Wanted: More Confidence
The Fed’s looking for “greater confidence” that inflation is moving sustainably down to 2%. That
Fed Pushes Back Against March Rate Cut Speculation
The Fed kept rates on hold Wednesday. Obviously. January’s gathering was a placeholder meeting as
What’s Behind New York Community Bancorp’s Very Bad Day
The Fed could’ve done without a flare-up in the heretofore dormant regional banking crisis ahead
Powell Gets Good News On Fed’s Favorite Pay Gauge
When it comes to measures of compensation watched closely by Fed officials, and specifically by
Treasury Refunding Event Risk Clears Without Drama
Janet Yellen surprised markets earlier this week when Treasury cut its borrowing estimate for the
Private Hiring Slows, But ADP Details Favorable For Soft Landing Crowd
US private sector employers added 107,000 jobs in January, ADP said Wednesday. That was far
Xi’s Stock Market Hits Five-Year Low As PMIs Trundle
It’s not working out for Xi Jinping. Not on the macro-market front, anyway. PMI data
Microsoft And Alphabet: Good Enough?
Microsoft and Alphabet delivered what looked to be decent results after the bell in the
Melt-Up Paranoia Manifests In ‘Incredibly Abnormal’ Dealer Positioning
For the better part of a dozen years, the implicit message from central banks to
Kolanovic Warns Stocks Now Price No Chance Of Recession
Equities and credit are pricing no risk of recession. And that could be problematic. So
US Homes Still Expensive, But Main Street Gains $40k In Purchasing Power
If you’re looking to buy a home in the US (or in any advanced economy,
US Job Openings Stop Cooperating, But Quits Hit Three-Year Low
Job vacancies across the world’s largest economy rose above nine million for the first time
Why Are The Saudis Canceling A Major Oil Expansion Plan?
The Saudis are worried about oil demand. Or maybe they’re trying something new to prop
European Economy Stuck In Doldrums For Fifth Quarter
Technically, Europe’s not in a recession. In every other sense, it is. The eurozone economy
McElligott Revisits The Thanksgiving Turkey Parable
“We all should understand that generic / naked vol-selling is the proverbial ‘picking up pennies
Yellen Comes Through, Cuts US Borrowing Estimate
Treasury’s quarterly financing estimate came in below the headline figure tipped three months ago, in
Should Stocks Fear Curve Dis-Inversion? Ask James Carville
Economists will tell you to fear the inversion. Traders will tell you to fear the
Iran Has No Plausible Deniability For US Troop Deaths
Iran doesn’t give orders to the groups which comprise its “Axis of Resistance.” And the
How Worried Should The World Be About China’s Economy?
How bad is the macro situation in China? It’s a crucial question. For China, yes,
Stakes Rise For Biden As Iranian Proxies Kill Three US Service Members
The next escalation in the Mideast was always a matter of if, and when, US
Traders Face Impossibly Busy Stretch As Macro Meets Mega-Caps
“I mean, are you kidding me with this week’s event risk?” Nomura’s Charlie McElligott exclaimed,
Treasury Refunding May Be Biggest Event Risk In Packed Week
There’s no shortage of key events for markets and traders this week, but the most
What To Expect From The January FOMC Meeting
Jerome Powell’s probably grateful that rate-cut pricing, both for the March FOMC meeting and for
Morality Lectures
“The state of Israel does not need to be lectured on morality in order to
Inequality Poised For Comeback In Election Year. (Not That It Ever Left)
We all know the narrative: Inequality worsened materially as a result of the monetary policy
EM Stocks See Biggest Inflow Ever Amid China Stimulus Bets
Investors were buying emerging market stocks over the last week. A record $12.1 billion flowed
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