Chinese Balloon Part Of Global Military Spy Program: US Officials
The Chinese surveillance balloon Joe Biden shot down last week was part of a global
Hope Versus Reality In A Broken System
During his State of the Union address, Joe Biden lamented the slow demise of the
Half-Empty
It’s hard to know whether to cheer slower consumer credit growth in the world’s largest
‘Surreal’ Tech Rally Vulnerable To Reality Check, Some Worry
As you might’ve noticed recently, equities aren’t inclined to believe central banks when it comes
AI Frenzy Rekindles Story Stock Mania
It’s a junk rally! Not in high yield (well, there too now that you mention
Tragicomedy: UK Stocks Hit Record On BP Bonanza While 7 Million Can’t Pay Bills
I have an affinity for tragicomedy. Probably because my own life blends elements of the
Optimistic, Hopeful, Forward-Looking People
If a house divided against itself can’t stand, I don’t know what happens to a
A ‘Lost Opportunity’
It wasn’t what he said. It was what he didn’t say. Jerome Powell had an
What Kashkari Knows For Sure That Just Ain’t So
Fed officials are uncomfortable with the combination of easier financial conditions and a red-hot US
What’s Really Behind The Tech Layoffs?
Much has been made recently of the apparent disparity between layoffs in the tech sector
An Atypical Development
I doubt markets will make much of this, but it was worth noting on Tuesday
Chasing The Price And Forgetting The Fundamentals
I’ve mentioned this on several occasions of late, but it’s worth repeating: Career risk is
No Pausing Down Under
Last week, the ECB and the Bank of England both tipped pauses in their respective
Japanese Workers See Biggest Pay Gain In Quarter Century
Early last month, I asked if the “permafrost” was finally thawing in Japan. Fast Retailing
Goldman Cuts US Recession Odds To 25%
Goldman was already on the low end of the range when it comes to recession
JPMorgan Warns Risks Shifting Towards Even Higher Rate Peaks
“Chaotic.” That’s how JPMorgan analysts led by Marko Kolanovic described last week’s price action, torn
Terminal Correction
I have some potentially distressing news for those who might’ve gone all-in on the notion
Rally Music Or Siren Song?
Investors are getting “drawn in.” So said JPMorgan’s Mislav Matejka on Monday. “Drawn in” has
Is The Dow Trying To Tell Us Something?
Is the Dow’s relative underperformance versus the S&P in 2023 trying to tell us something
Chinese Aid For Russia Suggests Ukraine Is Deadly Dress Rehearsal
One — perhaps the — key geopolitical question in 2023 is whether Moscow is overplaying
2001, 2015, 2008, 2020 And Right Now
It’s not over yet, but with 70% of S&P 500 market cap having reported earnings,
Is ‘American Utopia’ A Macro Illusion?
“Immaculate disinflation” has a nice ring to it. Angelic, even. But how about “American utopia”?
Three Stories For 2023’s Everything Rally
There are three stories driving the market in 2023 and those stories are “distinctly different.”
I’ll Have The Theme Du Jour. With A Side Of Catchy
“Immaculate disinflation” is the macro theme du jour. I suppose to employ it is to
Herding Cats Around The ‘Immaculate Disinflation’
Traders and investors will get a welcome reprieve from top-tier US economic data in the
Popped Balloons
“They successfully took it down and I want to compliment our aviators who did it.”
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