Eyebrows Raised, Singed By Scorching Wholesale Inflation Report
“Can you hear me now?” asked the war. Wholesale inflation ran far faster than expected
Iran War Is $29 Billion Quagmire As Trump Heads To China
“Mounting supply losses from the Strait of Hormuz are depleting global oil inventories at a
Don’t Tread On My Buybacks
Anyone tired of the capex boom discussion and the associated debate about the read-across of
Who Feels Bad For Kevin Warsh?
I’d say I feel sorry for Kevin Warsh, except that I don’t. After all, he
Convoluted US Inflation Report Won’t Answer Any Questions
Uh-oh? Core inflation in the US ran faster than expected last month, the BLS said
Is The UK Ungovernable?
It’s back to chaos in the UK. Five days on from a very tough round
Melt-Up Blueprint
The US-Iran ceasefire’s fighting for its life. “After reading that piece of garbage they sent
Escape Artists
I / The void “All I do is keep on running in my own
Home-Buying Season In America Off To Slow Start
Existing home sales in America managed only the smallest of advances in April, the first
Proposals, Counterproposals And More Threats
“Reasonable and generous.” That’s Iran’s counter-proposal to Donald Trump’s terms for ending the war. The
‘Matter Of When’: Core CPI, Real Spending On Borrowed Time
It’s inflation week in the US, where the BLS’s headline, all-items price gauge is likely
Mission Impossible
A week ago I asked if market participants should take Kevin Warsh at his word
Weekly: Is The Stock Rally ‘Irrational’?
Six weeks, 17% (intraday low-to-high) on the S&P and 11 new records later (“These go
ChatGPT Sparks Second Bay Area Luxury Boom
AI’s beginning to have a significant effect on tech-sector employment. Tech firms announced more than
The Madness Of Melt-Ups
US equities hit new records on payrolls Friday, scoring a sixth consecutive weekly gain in
Trump Beats His Own Dubious ‘Vibecession’ Record
A US recession’s nowhere in sight, or at least not according to government and private-sector
US Jobs Report Doubles Up Consensus
Headline US hiring slowed last month from March’s brisk pace, but nevertheless managed to double
Once Upon A Saturday
Once upon a Saturday morning in 2015, I blinked bleary-eyed at a blank blog post.
Alternative US Jobs Report Lukewarm, Claims Still Rock-Bottom
The US economy added around 66,400 jobs in April, according to an alternative measure of
AI’s Taking A Bigger And Bigger Bite Out Of Payrolls
The message from Thursday’s monthly update on US job cuts was unequivocal: AI’s impacting tech-company
Soaring Semis, Raging Bull
Just a few days ago, on April 27, I called the semi-fueled rally in South
The Costly Search For Comeuppance
I’ll take it. I suggest you think along the same lines, or at least if
Art Of The Nuclear MOU
How many times did I say, over the past, let’s call it five weeks, that
Unfazed By War, US Private Sector Adds Most Jobs Of ‘Trump 2.0’
Private-sector hiring in the US was the strongest last month since January of 2025, ADP
Peace Over ‘Freedom’
Just 50 cents to go. 50 more cents and Donald Trump will beat Joe Biden’s
Chips Ahoy!
It was with more than a little sheepishness that I recently admitted to selling the
US Hiring Soars Most In 25 Years. Allegedly.
An otherwise forgettable BLS update on job openings in the US showed a big uptick
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