Goldman Says These Five Themes Key For 2023
2023 will be the year when “we finally put pandemic disruptions behind us to deal
Don’t Cut The Wrong Wire!
Let’s be clear: The Fed funds rate modern markets can tolerate is almost surely lower than
Big Stock Inflow Shows ‘Chase Is On.’ BofA Says Fade It
The “chase is on,” BofA’s Michael Hartnett declared, in the latest installment of the bank’s
Americans Financed Fewer Expensive Used Homes Last Month
Previously owned home sales fell in the US last month. Because why wouldn’t they? Mortgage
FTX Bankruptcy: A Failure Of Everyone
John J. Ray III has seen some things in his time. He oversaw the liquidation
The Fed Versus Taylor Swift
What came first, inflation, market pricing, Wall Street Fed calls or Fedspeak? It’s hard to
Single-Family US Housing Starts Drop To 29-Month Low
Single-family housing starts dropped to a new post-pandemic low in October, data released Thursday showed.
Sam Bankman-Fried’s Greatest Gift
“F–k regulators.” Said Sam Bankman-Fried, apparently feeling a little lonely in the Bahamas. Crypto coverage,
Buyers ‘Increasingly Scarce’ In Worsening US Housing Crisis
Homebuilder sentiment dropped again in November, data released on Wednesday showed. It was the 11th
Surprise! Americans Still Spending
Surprise! Americans are still spending. On their credit cards, maybe. But still spending nevertheless. Retail
Americans Have Some Credit Card Debt
What do you get when you combine soaring credit card balances with rapidly rising rates?
Kolanovic: Recession ‘Difficult To Avoid’
A recession may be “difficult to avoid.” That’s according to JPMorgan strategists led by Marko
No ‘Big Low’ For Stocks Without Rate Cut Hope: Survey
We’re not there yet. It’s a familiar refrain when it comes to the “Big Low”
The Dollar Story
It was happening again on Tuesday. “It” means an unwelcome easing of financial conditions courtesy
A ‘Mystery’ Solved And The Fear Of Materially Underperforming
Whenever I say something like this, I usually end up regretting it because making definitive
‘Peak Inflation’ Narrative Gets Another Big Boost
Let the celebration continue. Days after a cooler-than-expected US CPI report triggered a spectacular rally
FTX Had A Million And One Suckers
On Tuesday, we learned that Sam Bankman-Fried’s smoldering empire may have ten times the number
Scientific Efficiency
It’s a good thing they have a 20-point plan! Retail sales in China unexpectedly contracted
The Black Box Exploded
Last week, I kicked off the first of five (and counting) articles about FTX and
Responsible Management
Stand aside, decorum, while I lampoon this farce some more. “We had an open and
How Much For The Mogwai?
“Beaten-down technology shares have enticing valuations,” read the deck on a Bloomberg piece published Monday.
Great To See You, Chairman!
“This is not the fundamental interest of our two countries and peoples and it’s not
Serum! Also, The US Economy
There’s no shortage of US data for investors to ponder in the new week, but
The Paradox Of The 2022 Midterms
On Sunday, there were all manner of allusions to Republican “soul-searching” scattered across the front
FTX, Twitter Drama Overshadowed ‘Generational’ 36 Hours For Stocks, Dollar
I don’t think I can remember a time when such a stupendous (and stupefying) rally
You must be logged in to post a comment.