Real US Home Values Keep Shrinking. Deal Cancellations Soar
Home prices are still rising in America, but real housing wealth contracted a sixth month
Dollar Bears Everywhere!
I spent a lot of time early this week lamenting the rampant uncertainty engendered by
Insurrection Act Rumors, Civil War Fears Spread Amid Minneapolis Melee
The images plastered across the front page of every mainstream media outlet in America on
What Immigration Crackdowns And De-Dollarization Have In Common
Rule of law. It matters. In fact, it’s the only thing that matters in the
Gold Soars Above $5,000 As Chaos Rally Goes Parabolic
I love the smell of flaming fiat in the morning. On Monday, gold added to
What To Expect From 2026’s First FOMC Meeting
Jerome Powell, spendthrift renovator, will defy Donald Trump’s calls for more rate cuts at this
Is Another US Government Shutdown Coming?
Who’s ready for another US government shutdown? Or martial law in America? Or both? Senate
Weekly: The Existential Threat To US Treasurys
I’m pretty sanguine about the outlook for risk assets but… BUT. At the end of
Remember: ‘The Markets Have No Heart’
I’ve said it a few dozen times before and I’m sure I’ll say it at
White House Gets Rare Reprieve From Marquee Macro Mood Poll
The Trump administration caught a rare break on the domestic economic sentiment front Friday, when
Bond Vigilantes Beat Down The Door In Japan
I wouldn’t say this was an “all’s well that ends well” week for the Japanese
The Stocks Are Fine. The ‘Fake’ Polls, Not So Much
If you’re a politician and your poll numbers aren’t great, there are a couple of
Missiles, Mining And Military Bases: Greenland Deal Comes Into View
By Thursday afternoon in the US, which is to say around 24 hours after Donald
Fed’s Favored Inflation Metric Still Tame (Read The Fine Print)
“Refer to ‘Technical Notes’ for information on how the BEA imputed missing BLS prices.” That
Since 1969: US Jobless Claims Average Nears Milestone
Another week, another rock-bottom — which is to say completely benign — read on US
The ‘Infinite, Forever Deal’ For Greenland
As it turns out — and I doubt this’ll surprise anybody — what Donald Trump
Greenland, Lisa Cook Saved As Rutte, SCOTUS Come Through
Donald Trump’s not going to invade Greenland nor, apparently, is the Supreme Court prepared to
Trump Says US Won’t Invade Greenland
Donald Trump’s speech in Davos on Wednesday was very difficult to entertain and I wouldn’t
Seller-Buyer Imbalance Goes Vertical As Pending Home Sales Plunge
A mid-week update on the marquee gauge of contract activity across America’s still-beset resale housing
Unhedged Pros Perilously Exposed To Stock Drawdown
If nothing can go wrong, I suppose you don’t need hedges. I’m reminded of an
Uber-Bullish Fund Managers Expect A ‘Boom’
Professional money managers have virtually never been more bullish. Because what on Earth could go
Denmark De-Dollarizes
“We are taking no action based on rhetoric alone.” So said Anders Schelde, CIO of
‘Take A Deep Breath,’ Bessent Says, As Dollar Dives
If you’re a developed nation, you don’t want to see your currency sell off at
Trump Goes All-In On Greenland As Macron Decries ‘Blood Politics’
Tariff Man’s losing the plot a little bit. Or maybe, as the most powerful person
Japanese Bond Market Implodes On Takaichi Power Play
There’s trouble in bond land and the epicenter’s Tokyo. Three months into her tenure, Japanese
Nobel Giftee Trump ‘No Longer Obliged To Think Purely Of Peace’
Donald Trump’s bid to acquire (or seize or steal or whatever verb you prefer) Greenland
China Just Had A Very Tough Year Economically
Late last month, Xi Jinping described 2025 as an “extraordinary” year for China economically. It
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