‘Martyr’ Trump Survives Assassination Attempt
“Let me get my shoes,” said Donald Trump, calmly under the circumstances. His coiffed pompadour
Israel Takes Another Shot At Mohammed Deif
Israel tried to kill Mohammed Deif on Saturday. Again. It was unclear, initially anyway, if
Stock Funds Pass Quarter-Trillion Inflow Mark For 2024
If you’re keeping track at home, global equities just posted their sixth consecutive weekly gain.
Is It Time For The Long Bond?
The stars may be aligning for the unloved long-end. That’s according to BofA’s Michael Hartnett
US Consumer Sentiment Drops Again On Inflation ‘Objections’
Consumer sentiment in America “remains stubbornly subdued.” That’s how survey director Joanne Hsu described another
Reheat? US Producer Prices Unexpectedly Warm Up
Re-cork the champagne? 24 hours after blessing the Fed with the most favorable read on
Dimon Rings Up Record Profit On One-Off, Equities, IB Recovery
The IB slump’s over. I guess. JPMorgan’s dealmakers dialed up $2.46 billion in revenue during
Biden In The Balance
“He is our president, he is our nominee and he will be our president again
A Broader Bull May Be No Bull At All
I don’t know if I’d call it a “consensus” narrative exactly, but a popular take
Here Come The Cuts
In a mid-week note, BMO’s Ian Lyngen and Vail Hartman said Thursday’s US CPI report
US Inflation Finally Relents. September Fed Cut All But Assured
Jerome Powell and his colleagues had reason to celebrate on Thursday. US inflation came in
Dreading November
A little help here. More help. A little more help. And posthaste. That, in a
Memes, Bubbles, Busts And Bears
“Tesla is acting like a meme stock,” Bill Gross remarked this week. “Sagging fundamentals, straight
Pelosi’s Malarkey
Alexandria Ocasio-Cortez says Joe Biden’s the Democratic nominee. Ilhan Omar says the same. Ayanna Pressley’s
High Rate Hurdle Hard To Clear For US Housing
“Most borrowers do not have much of an incentive to refinance at current rates,” MBA
Xi Murdered The Chinese Economy
China’s no closer to shaking the deflation demon that’s haunted the world’s second-largest economy for
Saudis Tried To Extort G7 Over Fate Of Putin’s Frozen Billions
Would-be macro mavens and self-styled geopolitical observers harbor a lot of misconceptions about Saudi Arabia’s
US Credit Card Debt Rebounds, Hits New Record At $1.35 Trillion
Looking for more evidence that incorrigible American consumers might’ve finally exhausted the last of their
Powell Nods To Two-Way Risks, But Wants More Data For Rate Cut
Jerome Powell kicked off two days of congressional testimony on Tuesday with a set of
Autocratic Embrace
Narendra Modi’s an autocrat. He’s also an ethnonationalist whose religious fervor at times strays perilously
Parkinson’s Innuendo Worsens White House Crisis
I assume this is (painfully) obvious, but just in case: I’d rather not spend my
Supercharged!
Meanwhile, the stocks are unbothered. As discussed in the latest Weekly, equities haven’t batted an
The Albatross
For whatever it’s worth to you, participants in the latest installment of the New York
Out To Pastor
A lot of people, myself included, will be eating crow in 2028 when Joe Biden,
Le Pen Denied As France’s Left Rolls To Shock Election Win
The firewall held. The firewall held. Marine Le Pen suffered a grievous blow in the
Money Market Funds Now House Nearly $6.2 Trillion
If you were wondering — and I know you were — money market fund assets
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