This Productivity Boom Is Brought To You By Skynet
It’s AI’s world, we just live in it. Or at least that’s the impression you’d
A Quick Note On Elon Musk’s Proposed AI Moratorium
Elon Musk is worried about advanced AI. One thing he’s concerned about specifically is the
The ChatGPT Bubble Is Here: $300K For ‘AI Whisperers’
Earlier this week, I lamented the somewhat terrifying prospect of 300 million lost full-time jobs
Did America’s Housing Recession Just End?
For the third straight month, pending home sales in the US surprised to the upside,
Bank Stress May Eliminate Key Source Of US Jobs Overshoot
Over the past six months, nonfarm payroll growth in the US overshot the typical pre-COVID
Big Hearts Versus Big Men
Volodymyr Zelensky on Wednesday said Vladimir Putin’s most recent nuclear posturing suggested the Kremlin didn’t
The Long, Docile Bear
Is the bear market over? If that’s your question, you need to specify. Which bear
Layoffs Won’t Solve This Inflation Problem
At this point, it’s tempting to ignore the never-ending reports of job cuts across the
America’s Housing Bubble Flies South For The Spring
A government gauge of national home prices in the US unexpectedly rose at the beginning
Unbothered By Bank Runs?
If you were wondering whether the second-largest bank failure in American history and fears of
18% Of Global Employment Could Be Replaced By Generative AI: Goldman
Generative AI is all the rage in 2023. Maybe it’s a fad, maybe it isn’t,
Recession ‘Here In A Few Months’
Jeff Gundlach says a recession may be right around the corner. That isn’t news. If
Let’s Argue About Student Debt Some More
Over the years, I’ve learned to pick my spots when it comes to broaching the
Kolanovic, JPMorgan Stress ‘Ongoing Market Risks’
“For lack of better words, our outlook is negative,” JPMorgan’s Marko Kolanovic told a conference
Great American Deposit Debate Spotlights Legislative Gridlock
“Biden, Powell and Yellen have said virtually everything they can say about the FDIC’s backing
No. All Deposits Under $250,000 Aren’t ‘Covered’
I assumed this was obvious, but it’s clear from some reader feedback that it needs
Bonds Doubt Their God. ‘Stocks Are Next,’ Wilson Warns
It’s no secret that Morgan Stanley’s Mike Wilson suspects consensus is too optimistic on the
Interview That Collapsed Credit Suisse Costs Saudi Financier His Job
Late last week, in “We’re Scaring Ourselves Into Bank Runs Now,” I suggested Credit Suisse
Hold My Nukes
Russia’s much discussed “offensive” in Ukraine either didn’t materialize or, at best, didn’t accomplish much.
Failing Banks, Persistent Inflation Promise Fun-Filled Week
Markets will get an updated look at the Fed’s preferred inflation gauge this week. Spoiler
Is Corporate Spending About To Plunge?
Analysts, strategists and financial media outlets have dedicated quite a bit of time recently to
Buying The 2023 Fed Pivot May Be A Bad Idea
Jeff Gundlach thinks it’s likely the Fed will be compelled to abandon their “higher for
America’s Small Banks Bleed $120 Billion In Deposits
America’s small banks bled deposits in the week ended March 15. I realize that risks
Global ‘Dash For Dollars’ Turns Acute
Global dollar demand is evident. Last Sunday, I suggested the Fed’s dollar swap announcement+, made
Kocic On Minsky Moments, 2008 And ‘Unprecedented Outliers’
Jerome Powell and the Fed are staring warily at a prospective “damned if they do,
In Bank Drama: Forced Behavior, Solvency Crises And ‘Zombie Mode’
Another week of manic moves across rates and financials said more about sentiment, psychology and
We’re Scaring Ourselves Into Bank Runs Now
On Friday morning, while documenting what was shaping up to be a rough session for
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