Zuckerberg Sells The AI Dream
Mark Zuckerberg knew just what to say to placate investors concerned about the temporal gap
Nvidia Gets Weird
On several occasions this year, I suggested we may be approaching a kind of market
A Balanced Assessment
“A cut could be on the table at the September meeting,” Jerome Powell said Wednesday,
Fed On Hold, Nods To Softer Jobs Market, Inflation Progress
The Fed kept rates on hold as expected Wednesday. Notwithstanding the exhortations of Bill Dudley
False Dawn? US Pending Home Sales Jump
Guess what? Contract signings in the US housing market picked up smartly last month. That’s
Fed Gets More Good News As Key Comp Cost Measure Recedes
The rate of compensation cost increases was slower than expected in Q2, a closely-watched update
Labor Market ‘Playing Along’ With Fed, ADP Update Suggests
Private sector employers in the US added 122,000 jobs in July, ADP said Wednesday. That
In Wild Escalation, Israel Assassinates Ismail Haniyeh In Iran
When an Israeli airstrike killed high-ranking Hezbollah commander Fuad Shukr in a Beirut suburb on
Japan Braves Another Rate Hike
Well, they did it: The Bank of Japan hiked rates for the second time in
Fuad Shukr, Signing Off
Defiant rhetoric and obstreperous threats aside, Iran can’t go on like this. On Tuesday night
‘Inline Is Not Good Enough’: Microsoft’s ‘Solid’ Quarter Scrutinized
Microsoft reported overall sales and cloud revenue that basically matched estimates on Tuesday afternoon in
Kamala Harris Needs To Change The Economic Narrative
“Even though consumers remain relatively positive about the labor market, they still appear to be
Bartender, Waitress Hiring Plunges In Otherwise Constructive US Labor Market Appetizer
Job openings fell in the US last month, but not by as much as economists
Former Bond Fund Manager Wonders Why Americans Don’t Just Buy A House Already
If you’re sitting on your hands waiting for a better time to buy a home,
‘Sick Man’ Germany Blights Decent Eurozone Growth
The sick man’s still sick. Europe’s largest economy contracted on both a QoQ and YoY
Treasury Cuts Borrowing Estimate Amid QT Taper: A Quick Word
The US government will sell less debt than expected during the current quarter, the new
America As Bizarro Iran
Two months ago, Samuel Alito was approached at a gala by a woman who suggested
Wilson Sticks To Big-Cap Bias Amid History-Making Small-Cap Rally
The dramatic rotations in US equities witnessed over the past couple of weeks are primarily
About China’s Silly Bond Bubble
China has a bond bubble on its hands. I’m not sure how interesting that is
‘Allocations Are Full’: Stocks Face End Of $300 Billion Money Spigot
Stocks might’ve stumbled recently, but inflows continue unabated. On net, anyway. Global equities headed into
Buckle Up: A Monumental Week For Macro Watchers Looms
This’ll be a huge week on the macro-market front. There’s a Fed meeting, of course,
BoE And BoJ In Focus On First Cut, Second Hike Speculation
The Fed’s not the only central bank game in town this week. In fact, the
What Not To Expect From The July FOMC Meeting
With apologies to Bill Dudley, the Fed isn’t going to cut rates this week. Dudley
Who’s Afraid Of The Big, Bad Tech Mini-Correction?
It says a lot about market psychology, and maybe even more about the generational composition
What The Vol Shock Hath Wrought
A couple of days ago, I noted that the reset higher in vol surely meant
It’s Nice To Own Stocks
If you were wondering, the final read on University of Michigan sentiment for July (released
As Obama Endorses Harris, Trump Struggles For New Attack Strategy
It took a while, but the Obamas got around to endorsing Kamala Harris. The five-day
You must be logged in to post a comment.