‘A Real Mess’: US Consumers, Trade Partners Face ‘Pure Tariff Chaos’
“To be very frank, it’s a real mess.” So said Itsunori Onodera during an interview
Funds Who Bet Against Trump’s Tariffs Face Stark Choice
On Friday, while regaling reporters following the unfavorable Supreme Court ruling which crumbled a key
Weekly: Is Blue Owl The Private Credit Canary?
Four months ago, when a couple of bankruptcies in the auto sector riled regional lenders
Trump Castigates Supreme Court, Promises Even Higher Tariffs
Donald Trump on Friday presided over an irritable, rambling press conference after the Supreme Court
Trump’s Tariff Emergency Gets Thumbs Down From SCOTUS
Illegal. That’s Donald Trump’s tariffs. At least when levied under The International Emergency Economic Powers
Inflation’s Back In America. Not That It Ever Left
Inflation’s not tamed in America. The Fed knows it. Minutes from the January FOMC meeting,
Government Dysfunction Torpedoes US Economic Growth
The US economy expanded at just half the expected pace during the final quarter of
America’s ‘Jobless Boom’ Risks Becoming Techno Potemkin Village
Earlier this week, while editorializing around minutes from 2026’s first FOMC meeting, I said we’re
If The ‘Smart Money’ Is A Contrarian Indicator, It’s Time To Sell
How much faith do you have in large companies’ capacity to remain exceptionally profitable over
‘As Soon As This Weekend’: Iran’s Out Of Time
Donald Trump’s fond of boasting about being “locked and loaded” militarily, a threat he’s aimed
Another Day, Another Terrible Read On US Housing
If you were looking for signs of life in the US housing market, you won’t
Fed Minutes Suggest Willingness To Hike If Inflation Not Tamed
“Most participants” at 2026’s first FOMC meeting judged that inflation in the US is still
‘No Landing’ Is Back In A Big Way
Don’t look now, but “no landing” has (very quietly this time) become the consensus global
Will Trump Take The War Plunge In Iran?
Hesitant. That’s me when it comes to parroting an Axios report that a major war
Down Payment Burden Emerges As Biggest Homebuyer Hurdle
It’s a familiar dynamic: Mortgage rates in the US fell, prompting an uptick in refis
Dispersion Trade ‘Cash-In’ Risks Index Vol Spike
Last week, I highlighted a history-making bout of dispersion across large-cap US equities. Between an
The Great Human Capital Devaluation Is Upon Us
People. Who needs ’em? Not me. Or so I thought when I went into self-imposed
Somebody’s (Badly) Wrong About Software Stocks
With US software stocks down — checks notes — 30% in four months, it’s fair
It’s Really, Really Rough Out There For Homebuilders
Guess what? Unaffordable housing’s weighing on consumer psychology in America. Imagine that: When shelter’s unattainable,
In Historic Shift, Money Managers Say Companies Are ‘Over-Investing’
The title of this week’s first daily mailer was “How much is too much?” The
$1.5 Trillion In Two Years: AI Spending Forecasts Just Keep Rising
I told you so. Not that you needed to be any sort of seer to
Credit ETF Short Interest Explodes Amid Big-Tech Debt Binge
You don’t have to look very far these days for evidence that banks and investors
‘Magnificent’ Mega-Cap Margins Mask ‘Surging’ C-Suite Expense Angst
How profitable are the largest US companies? That’s kind of a trick question. The answer,
Americans Are Very, Very Worried About Their Jobs
Not to belabor the point or otherwise lampoon a man who doesn’t take especially well
Hedging The Hyper-Spenders
They’re the most creditworthy entities in the history of capitalism. And on many accounts, they’re
Does The 90% Crash In US Jobs Growth Guarantee A Recession?
It’s a good thing payrolls are (allegedly, purportedly, suddenly) growing again in America, because if
Bonds, Consumers Doubt BLS Jobs Narrative With GDP Due
Market participants will find out this week how quickly the world’s largest economy expanded during
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