Russia Defaults. Nobody Cares
Three years ago, when Donald Trump sanctioned Ayatollah Khamenei, I described the decision as “about
Crisis-Weary Fed Has 9%-Tall Mountain Left To Climb: Quant
Jerome Powell is a victim of circumstance, a golfer who “can’t putt,” a professional fall
2022 Rivals 2008 For Suddenly Wild Bond Market
“Keep those seatbelts fastened,” TD’s Priya Misra said, in a note documenting this year’s fireworks
‘All That Matters’
A raft of data and a dash of Fedspeak should help traders refine the macro
The Stark Reality Of Modern Stock Market Rallies
If you’re concerned that households, by far the largest owners of the US equity market
America Has An Existential Credibility Problem
The Supreme Court overturned Roe v. Wade on Friday, exacerbating a national firestorm and deepening
Kolanovic Says Stocks May Soar 7% Next Week
Could rebalancing flows help US stocks log their largest weekly gain since November of 2020?
New Home Sales Jump As Average Prices Drop Third Most Ever
Reports of the housing bubble’s demise were greatly exaggerated. Or at least that’s what a
Hard Landing Panic Has Markets Rethinking Central Bank Bets
Central banks have succeeded. In engineering a recession scare. Rate hike bets were trimmed again
150 Years Of History Says S&P Falls Another 15%. At Least
It’ll seem obvious in hindsight, as all things do. If the post-pandemic rally in equities
US Economy Witnessing ‘Remarkable’ Drop In Demand
The US economy is downshifting in real time. On the heels of similarly underwhelming anecdotal
2022 Is Worst Year For US Bonds Since George Washington
The first five months of 2022 were cruel for bonds. That much you probably know.
ECB Nightmare: Europe Sees ‘Most Abrupt’ Slowdown Since 2008
The ECB is in a real bind. European economic activity decelerated markedly in June, PMIs
Germany Faces ‘Lehman Effect’ In Gas Standoff With Putin
Germany’s energy crisis heated up on Thursday, when Economy Minister Robert Habeck raised the country’s
Bear Market Bender
Risk sentiment looks poised to oscillate for the next several weeks. Meandering price action will
Jerome Powell, Professional Fall Guy
It wasn’t so long ago when Jerome Powell readily expressed confidence in the Fed’s capacity
Albert Edwards Gently Warns Of Imminent ‘Collapse,’ ‘Meltdown’
By and large, market commentators now begrudgingly concede that the odds of a US recession
We’ve Been Lying To Ourselves About Central Banks And Inflation
Investors eyed Jerome Powell’s first day of Congressional testimony on Wednesday. Traders were “bracing for
From Kelton To Krugman To Dalio: A Recession Diary
Humans harbor a perverse fascination with calamity. I revisit this topic from time to time.
I Can Get You In Something Used For $407,600
It could’ve been worse. Existing home sales fell last month, the first of this week’s
The ‘Unpleasant’ Specter Of Economic Decline
There’s no such thing as a “good” recession. Only less bad ones. If you have
Goldman Doubles Recession Odds For Next 12 Months
“Encouragingly, economic activity has decelerated,” Goldman’s David Mericle and Ronnie Walker wrote, while reassessing the
Bear Market Won’t End Until Recession Question Answered: Wilson
The bear market in equities won’t be over “until recession arrives or the risk of
The Sad, Sad Story Of $3 Trillion In Pandemic Savings
You’ve heard it again and again: Major developed economies, including and especially the world’s largest,
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