Putin, Prigozhin Deliver Dueling Speeches On Bizarre Victory Day
“Everything is good on TV. On the ground will be the Ukrainian offensive,” Yevgeniy Prigozhin
Lending Standards Tighten Further As Demand Collapses, Banks Fret
The most anticipated senior loan officer opinion survey in recent memory showed the share of
Maybe The Consumer Is Exhausted After All
The highlight from last month’s New York Fed consumer survey was a new peak+ in
Kolanovic Sees ‘Dissonance’ In Markets. Warns Of Stock Selloff
JPMorgan’s Marko Kolanovic sees evidence of “dissonance.” Markets steadfastly refuse to give up on the
Stock Bulls Hope Record Hedge Fund Bond Short Is Wrong
According to the most recent available positioning snapshot, hedge funds pushed an already historic Treasury
Wall Street’s Most Recognizable Bear Still Cautious
The sell-side’s most recognizable bear is still skeptical of any overtly rosy outlook for an
Global Stocks Seen Most Vulnerable To Bond Yields Since Dot-Com Bubble
I’ve said this before, and I’m quite sure I’ll say it again after today: The
Outflows From US Equity Funds Top $50 Billion In 2023
Outflows from US-focused equity ETFs and mutual funds now exceed $50 billion for 2023. Generally
‘Catastrophe’ Talk Heats Up As US Nears Intentional Default
“This would be a constitutional crisis,” Janet Yellen told George Stephanopoulos on Sunday. She was
The Juxtaposition And The Nuance
On the macro front, this week is all about the juxtaposition between the Fed’s senior
Unsolved Macro Mystery Is Key To Inflation Puzzle
Even after watching it play out, and to somewhat disastrous effect in the inflation data,
In Narrow Stock Rally, It’s All Mega-Tech
Much has been made of the recent collapse in market breadth across US equities, and
Another Weekend At Berkshire’s
Berkshire’s annual shareholder meeting was this weekend, which meant CNBC’s website looked a lot like
Americans’ Credit Card Balances Exploded Higher Amid SVB Failure
Consumer credit rose far more than expected in the US during a month defined by
Hawkish Standard-Bearer
If you’re looking for dovish, conciliatory soundbites from Fed officials, Jim Bullard isn’t your guy
Used Car ‘Doom’ Is Inflation Fight Boon
On a day when a hot average hourly earnings print accompanying the monthly US jobs
Jobs Report Rekindles Wage-Price Spiral Fears
The US economy added 253,000 jobs in April, according to scorching-hot figures released on Friday.
EPS Optimism May Be Detached From Recession Reality
So-called “Greedflation” may be propping up US corporate profits for now, but as the old
They Broke The Regionals. Sell The Last Hike
“Sell the last hike.” It’s a familiar refrain from one popular sell-side strategist, and he
First Republic Becomes ‘Other,’ Money Market Assets Hit New Record
First Republic’s discount window and BTFP borrowings rolled into the “Other credit extensions” line item
Greedflation ‘Melting The Glue Of Social Cohesion,’ Albert Edwards Warns
SocGen’s Albert Edwards is passionate about “Greedflation” or, more to the point, about highlighting the
Cook Says ‘Very Interesting’ A.I. Needs ‘Thoughtful’ Approach As Apple Beats
Apple is taking a “thoughtful” approach when it comes to “weaving” A.I. into its products.
‘Left-Tail’ Bank Risk Growing ‘In Real Time,’ McElligott Says
“The banks left-tail outcome is growing in real-time,” Nomura’s Charlie McElligott said Thursday, amid another
Americans Do Worry About Bank Safety After All
The percentage of Americans with more than $250,000 in their bank accounts may be vanishingly
US Labor Productivity Does Something It’s Never Done Before
While previewing this week’s deluge of key data out of the world’s largest economy, I
Lagarde Hikes Seventh Time. Calls Inflation ‘Too High For Too Long’
“The inflation outlook continues to be too high for too long,” the ECB said Thursday,
US Hiring Plans Plummet As Job Cuts Accumulate
Job cuts were the lowest of 2023 in April, according to figures released on Thursday. That’s
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