Food For Thought
Thematically, a lot of my pre-CPI coverage this week revolved around the impact of the
If It Weren’t For The War…
Activity in America’s perennially beset resale housing market was “remarkably stable” last month, the NAR
Intel Cashes In
You gotta make hay while the sun shines, as the old adage goes. Intel did
Bankrolling The Dream
Nvidia was back in the news early this week. (I know, I know: “When was
Behold: A ‘Legendary’ Right-Tail Grab
We’ve just witnessed a “legendary” upside grab in US equities. That’s according to everyone’s favorite
Profits Are ‘So Strong The Market Doesn’t Believe Them’
“I don’t know who you’re talkin’ to, but business is boomin’.” — Jackie Moon Brass
Is The Equity ‘Oversupply’ Story Fake Bear News?
Equity issuance notched a record in Q2 across IPOs, secondaries, converts and a smattering of
Let’s Just Get The Hell Out Of The Mideast
On Sunday, Abbas Araghchi denied the Trump administration’s claims that another deal to reopen the
Inflation Tallies Seen Emboldening Fed Doves
In the days ahead, Kevin Warsh will likely get more excuses to hold off on
Return Of The ‘Everything Rally’
It all worked this week, didn’t it? My goodness. When the dust settled after the
Weekly: A Dove’s Dream
The July jobs report was a policy dove’s dream come true. No, it’s not very
Yen Very Thankful For US Jobs Debacle
Kevin Warsh wasn’t the only person relieved by Friday’s lackluster BLS jobs report. Japanese finance
The US Jobs Market Just Cracked
And just like that, the odds of a Fed hike in September diminished meaningfully. The
Call Me Back
Donald Trump’s been on the phone with Kevin Warsh “repeatedly” since May. Imagine that. Before
Reminder: ‘Run It Hot’ Is Good For Stocks
If you’re like me, you’re a little Warsh-ed out by now, which is to say
Kevin Has A Dream
I’m not sure it’s the kind of print you’d expect in a “renaissance,” but US
I’m Sorry, Dave
If you work at a company dedicated to developing advanced AI models, or if your
Wherever I Lay My Hat
I suppose this goes without saying, but the highest US mortgage rates in a year
Warsh And War Undermine US Housing
Remember when Scott Bessent and Donald Trump were going to “focus on the 10-year Treasury
Manufacturing > Services?
The marquee gauge of activity in the biggest part of the world’s largest economy suggested
US Private Hiring Cools Sharply, Pay Gap Widens
Private sector hiring in the US decelerated sharply in July even as employers added jobs
Space Is To SpaceX What The Metaverse Is To Meta
A company which, according to itself, has identified the “largest addressable market in human history,”
Lazarus On Biker Speed
The equities right-tail (i.e., crash-up risk) was back in play on Wall Street, where US
Who Wants A Job?
Total job openings across the world’s largest economy fell the most in months, even as
‘It’s The Earnings, Stupid’
US equities were a hair’s breadth from setting new records early this week. If you’re
About The Yen…
Like everything else to do with Washington these days, the Trump administration’s effort to help
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