The ‘New World Order’ Looks A Lot Like The Old World
Headlines continued to paint a somewhat grim macro picture Tuesday. 2020 now seems like an
‘Bear Market Rally Over’: Wilson Unplugs Stock Rebound
I hope you enjoyed the bear market rally. Because it’s over now. Or at least
Bassman: Here’s What’s Happening With The Curve
Indeed the Fed has been slow in shutting down the money printing; and the market
Biden Floats War Crimes Trial For Putin
“Remember I got criticized for calling Putin a war criminal,” Joe Biden reminded reporters on
Jamie Dimon Talks ‘Human Existence,’ ‘Explosive Situations’
JPMorgan is prepared for anything “in all times,” Jamie Dimon declared on Monday, in his
Bucha Flashpoint
The EU on Monday called on Vladimir Putin to stop the war in Ukraine “immediately”
Fed’s Rate Hikes May Shatter 14-Year Dream State
Bill Dudley thinks a US recession is “inevitable.” Not everyone agrees. Asset prices, for example,
Cathie Wood Castigates Fed. Says Powell ‘Playing With Fire’
On Saturday evening, someone told me they were headed to their first cocktail party in
What ‘Usually’ Happens To The S&P After Curve Inversions
Stocks are looking past rising yields in part because the move in reals merely marks
Zoltan Pozsar’s Fairy Tale
Zoltan Pozsar scarcely needs to exalt himself. The financial media does that for him. In
Assets Not Pricing ‘Inevitable’ Recession, Former Dudley Employer Says
Inevitably, Bill Dudley’s “inevitable” recession call prompted pushback from some market participants and served as
Inversions And Reversions
It’s a good thing the yield curve doesn’t matter. If it did, we’d be in
Tiny Homes, Large Bubbles And The Biggest Picture
Earlier this week, shares of Toll Brothers fell sharply amid a broad decline in homebuilders
Clash Of The US Factory Surveys
In what the pessimists among you might fairly characterize as a somewhat foreboding development, the
Jobs Report Clears Path For Fed To Hike US Into Recession
The US economy added 431,000 jobs in March, the BLS said Friday. It was another
Bombs Over Belgorod
Last week, the Russian Defense Ministry claimed to have “practically” decimated Ukraine’s air force and
‘My Wallet Shrivels Just Writing This’: Euro CPI Shocker Elicits Incredulity
“That’s a big number.” “Those are pretty ugly prints.” Those (real) quotes give you a
US Housing Bubble Tested As Mortgage Rates Go Vertical
A few days ago, one regular reader ventured a quip about my (admittedly repetitive) characterization
Cartoon Tyrant
One problem with spending decades cultivating fear among friends, foes and everyone in-between, is that
Goldman Has 7 Reasons Why Stocks Didn’t Crash
Although the S&P just logged its first losing quarter since the onset of the pandemic,
Biden’s ‘Shock And Awe’ Oil Gambit Faces Long Odds
Frustrated by a recalcitrant OPEC and wary of ongoing, energy-driven inflation ahead of the US
America’s Spendthrifts Stare Down Inflation Dragon
Real personal spending fell twice as much as expected in the US last month, underscoring
Bassman: Fed ‘Backed Into A Corner’
Long-term US rates at ~2.50% are not consistent with ~5% inflation unless the Fed invokes
These ‘Crucial’ Levels Matter Most In News-Driven Market
In early February, one bank’s equity derivatives team suggested market participants were assigning too much
In Germany, Inflation Just Flew Off The Charts
German inflation accelerated at the fastest pace in decades in March, preliminary figures released on
US Private Sector Hiring Was Robust In March
Private sector US employers added 455,000 jobs in March, ADP said Wednesday. It was a
‘No Breakthrough’
Peace talks in Istanbul yielded “no breakthrough,” the Kremlin said Wednesday. Lots of work remains
You must be logged in to post a comment.