A Hill To Die On
There’s no connection between the conflict in Ukraine and America’s southern border. Either it’s in
US Private Hiring Cools, Wage Growth Slows
Private sector employers in the US added 103,000 jobs in November, ADP said Wednesday. That
With Apologies
Part of writing about macro and markets in the post-Lehman world is coping with the
Immaculate Disinflation Lives In Favorable JOLTS
There were more than half a million fewer US job openings on the final business
Resilient Goldilocks Meme Bedevils Pessimists
If job openings overshot in this week’s closely-watched JOLTS report, an upbeat read on services
‘Tactical Specialist’ Says Rally Drivers ‘Absolutely Out Of Gas’
I spent a lot of time last week discussing the flow drivers behind November’s historic
US And China Find Common Ground. In A Moody’s Outlook Cut
Beijing is “disappointed.” With a lot of things and also with a lot of people,
Perfect Storm, Imperfect Union
“I think that over the past few years, Americans have been feeling increasingly insecure about
SOFR Spike: What To Know
A SOFR spike! Who’s excited?! I don’t know how much attention this’ll garner among casual
‘No Meaningful Conviction’
Market observers employed hopelessly outdated colloquialisms to describe subdued sentiment at the beginning of the
Stocks’ Fate Seen Hinging On Cycle Runway
US rates bear flattened ahead of this week’s key macro data, perhaps not surprising on
Rate Cuts And Profit Growth? History Says No
“From where we are sitting, the market remains clueless about where 10-year bond yields or
I’m Sorry, Wilson!
“I’m sorry, Wilson!” (Who’s seen Cast Away?) If you’re looking to trade the early-year bullish
Are Stocks Too Calm For Comfort?
“It’s quiet. Too quiet,” as the old cliché goes. As the new week dawned, some
US Jobs Report Takes Center Stage As Fed Goes Quiet
A raft of top-tier US economic data due this week will help traders refine Fed
Record Highs Or Santa Crash? Wall Street Looks Ahead After Historic Rally
It’s rational to ask if asset prices are destined to buckle under the weight of
‘Charging Forward’ In Gaza’s ‘Moonscape’
“Frankly, the scale of civilian suffering, and the images and videos coming from Gaza are
US Stocks Extend Inflow Streak Amid Dramatic Sentiment Shift
US equity-focused ETFs and mutual funds took in more than $8 billion over the latest
Powell’s Nuance Confirms Fed Finished Hiking Rates
Jerome Powell participated in a fireside chat on Friday at Spelman College in Atlanta, Lisa
Who Called The ‘Everything Rally’?
What a difference five weeks makes. The one-two-three punch of a conciliatory nod to the
US Manufacturing Still Mired In Contraction
US manufacturing disappointed again. The marquee gauge of factory activity across the world’s largest economy
Sooner Or Later, Bond Bear Will Return, Hartnett Says
Market participants witnessed enough remarkable developments over the past fours years to burn retinas. November
Money Market AUM Surges To Yet Another New Record
Money market funds took in a dramatic $73 billion in the eight-day “week” to November
No Bears Allowed. Literally
Don’t be garish. Don’t be bearish. That was the message to employees at China International
Hedging The End Of The World
Regular readers are familiar with my views on the futility of hedging geopolitical risk. I
Would-Be American Homebuyers Find No Respite From Housing Debacle
The good news is, US pending home sales fell less than expected in October. The
Sea Change Narrative Intact After Key US Inflation, Spending Data
Crucial personal spending and inflation data out of the US came in largely as expected
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