Stock Chaos, FX Crash Put South Korea In Firefighter Mode
“Local officials have to rein this in somehow.” So said yours truly earlier this week,
What ‘Landing’?
“Way” back in 2023, BofA started asking professional capital allocators about the most likely “landing”
Melt-Up Setup?
Is the stage set for a summer equity melt-up? That’s the question implicitly posed in
China’s A Mess
The slowdown in China’s “temporary” and due in large part to “external factors.” That’s according
BLS Hands Warsh Another Excuse
There was more good news on the inflation front in the US Wednesday. A day
Kevin Warsh Makes A Promise
Don’t worry everybody: Kevin Warsh has this under control. “This” being inflation. He said as
Warsh, Trump Get Inflation Godsend
Time to cut rates! Said Donald Trump on his morning conference call with Kevin Warsh.
Goldman’s Stock Traders Hit The Jackpot
If you thought Q2 trading hauls at JPMorgan and BofA were impressive, wait until you
‘China Shock 2.0’ Narrative Gathers Steam As Exports Boom
The Chinese, um, shipped some stuff last month. More than $410 billion worth, in fact,
JPMorgan, BofA Enjoy Huge Trading, IB Windfalls
When you’re in the business of making markets and facilitating trades, volatility can be a
Why Stocks Are Uniquely Vulnerable To Fed Hikes
Earlier Monday, I mentioned that US equities could prove more sensitive to any rate hikes
What If Warsh Does Take A Hike?
What happens to the S&P if Kevin Warsh hikes rates? Dumb question, I know. Because
South Korean Regulators Have Lost Control
Leave the local shares. Take the ADRs. One business day after celebrating the largest-ever debut
Inflation Week
It’s inflation week in the US, where the BLS is expected to tell American households
Strait Talk
The Strait of Hormuz is closed. Again. A month on from Donald Trump’s declaration that
Weekly: Mark Carney Was Wrong
Here’s your regular reminder: We’re not in Kansas anymore. Once every two or three months,
If Stocks Are All That Counts…
It hasn’t always been a smooth ride. In places, this particular rollercoaster was downright harrowing.
‘Everybody’s Profiting’
This week began with Donald Trump ringing the opening bells of both the New York
SK Hynix Makes History
Say congratulations to SK Hynix, which now boasts the largest-ever American debut for a foreign
The Real Crisis Is In Japan, Albert Edwards Warns
Albert Edwards thinks investors are too focused on the AI bubble (or “bubble,” in scare
US Home Prices Smash Record, Hit New High
The median price of resold homes in America rose to a new all-time high in
Burying The Dead, ‘Still Firing Back’
If you’re curious as to why Iran might’ve decided to target commercial vessels in the
Reflation Stalls In China
Breaking news: China’s still teetering precariously on the brink of deflation. Maybe that’s a bit
Kevin Warsh Could Do Without More War
If the ceasefire between the US and Iran is indeed “over,” as Donald Trump declared
Fed Officials Stressed Inflation Risk At Warsh’s First Meeting
Much to the chagrin of Donald Trump’s new Fed chair, who’d prefer it if macro
Did The Bubble Just Burst In South Korea?
Did the bubble just burst? Just two weeks after clearing 9,000 in a move that
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