‘Terrified’ Buyside Has Fed Pivot FOMO
The buyside is woefully underexposed and “terrified” of missing out on any extension of the
In China: More Drama
Tuesday brought more drama in Chinese markets. A day on from an egregious selloff in
‘Large Inflation Downshift’ Coming, JPMorgan Says. But…
“The baseline remains,” JPMorgan strategists wrote Monday, summarizing the bank’s views across assets and markets.
Mike Wilson The (Tactical) Bull
Morgan Stanley’s Mike Wilson is bullish. Tactically, but any sort of bullishness from Wilson is
US Economy Started Q4 On Thin Ice, PMIs Suggest
If bad news is good news, there was good news Monday. Or something. US business
Rishi Sunak Volunteers For Open Job Steering Titanic
Less than four months after resigning as chancellor and less than two months after losing
Commandment Economy
A week ago, while documenting Xi Jinping’s muscular speech to open the 20th National Congress,
Crash In Hong Kong Shows ‘Mr. Market’ Clueless On Xi
Chinese assets and, perhaps more aptly, the people who trade them, weren’t amused with Xi
Europe’s Woes Worsen On Eve Of Mammoth ECB Hike
The economic outlook for Europe continued to darken early this month, according to preliminary readings
Meanwhile, Back At The Ranch…
Between the de facto institution of one-man rule in China, the ongoing destruction of civilian
One Man To Rule Them All
It’s official. Xi Jinping is still “King of China,” as Donald Trump famously put it.
First World Problems
There’s ample scope for volatility in the upcoming week, although that’s not saying much. There’s
Surovikin Brings Syria To Ukraine As Russia Targets Power Grid
Russian Air Force General Sergei Surovikin is living up to his dubious reputation. Weeks on
China’s Moderates Out As Xi Tightens Grip
“There’s been a lot [of] premier-as-savior talk,” former CIA analyst Christopher Johnson told The New
Friday’s ‘Fed Pivot’ Trade Explained
On Friday morning, in “The ‘Unstable Dynamics’ Behind Treasury ‘Scarefest’,” I wrote that all coverage
‘One Shock Away’: World’s Most Important Market On The Brink
If you’re wondering why 2022 is set to be the worst year for global bonds
The ‘Unstable Dynamics’ Behind Treasury ‘Scarefest’
Ninon Bachet finally scored a prominent quote in a Bloomberg feature piece. When you peruse
‘Disorderly’ Deposits, The ‘Main Trade’ And 2022’s ‘Great Irony’
“We’re bearish despite ubiquitous bear sentiment,” BofA’s Michael Hartnett said, flatly. He’s adamant, that one.
An Itsy Bitsy Little Gully
Sales of existing US homes were down almost 24% in September from the same period
Six Astoundingly Ridiculous Weeks Later, Truss Walks Away
Queen Elizabeth II reigned for seven decades. Liz Truss “reigned” for less than seven weeks.
Got Inflation? Turkey’s Erdogan Has The Medicine!
If you have an inflation problem (and who doesn’t these days, right?) Recep Tayyip Erdogan
Musk: Tesla Valuation Can Exceed Apple And Saudi Aramco ‘Combined’
In “‘Super Bad Feelings’ About A ‘Strong-As-Hell’ Economy,” I referenced Elon Musk’s vague recession remarks
‘The Big Boys Are Now Full-Tilt Day Traders’: McElligott Shocker
On Wednesday afternoon, in response to a reader comment, I noted that although the impact
Incantations
2022’s great inflation debate divides economists and market observers into two distinct camps: Those who
‘Super Bad Feelings’ About A ‘Strong-As-Hell’ Economy
Warnings about impending economic doom (or at least gloom) filled a headline void Wednesday. Jeff
False Starts
Market participants were treated to another mostly ambiguous read on housing starts and permits Wednesday.
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