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.”
A ‘Challenging’ Path Forward
You wouldn’t know it to look at the outsized gains across benchmarks in 2023, but
Exiles On Main Street
“He lost his job during the pandemic and hasn’t tried to get a new one
Credit Monitor: Too Much, Too Far, Too Fast?
If you’re looking for evidence that the general tenor (readers will hopefully appreciate the pun)
Brave New Markets
Last year, Nomura’s Charlie McElligott suggested that every session had become its own self-contained narrative
Goldman Says Scope For Additional Stock Gains ‘Limited’ After Rally
Goldman is raising their near-term S&P target. Or perhaps it’s more apt to say they’re
Funds Trapped In ‘Doom Loop’ Amid ‘Spot Up, Vol Up’ Trade
Some unlucky folks on the buy-side might be trapped in a “doom loop” with little
A Real Scorcher
The US economy added more than half a million jobs in January, hotly anticipated government
US Services Sector Activity Rebounds — With A Vengeance
If the blockbuster jobs report that blindsided markets on Friday wasn’t enough to convince you
‘Apocalypse Postponed’
If you’re looking for “signs of greed,” BofA’s Michael Hartnett sees one. He probably sees
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