China Reports Big Retail Sales Miss, Underscoring Growth Worries
Activity in the world’s second-largest economy slowed again in August, closely-watched data out Wednesday showed.
Glaring Disconnects And ‘Rage Allocation’
I suppose we’re witnessing a “selloff.” Maybe folks are front-running the pullback window. The reason
No Way Out Of This Rabbit Hole
If you’re wondering what might stop the Fed from unveiling a taper over the next
Stock Investors Are ‘Ignoring The Macro’
The disconnect between investors’ positioning in stocks and their outlook for the economy is growing.
Core Inflation Slows Sharply In Win For Team ‘Transitory’
US consumer prices rose less than expected in August, bolstering the Fed’s “transitory” narrative and
‘Tough And Complicated’
Risk sentiment was mixed Tuesday as traders looked to the latest US CPI data for
Failings And An Ungovernable Nation
I often talk about America’s multi-faceted culture war as a threat to democracy, but over
Everybody Knows
“I’m not sure I’d use that picture.” Is what I would have told whoever’s in
Nobody You Follow Is Real, Says The Pseudonym
On Monday morning, while penning yet another update on China’s anti-monopoly crackdown, I initially inserted
China Understands Capitalism Better Than America Does
Chinese tech shares slipped to start the new week, as the latest news from Beijing’s
Xi Aims To Break Up Alipay: FT
Never a dull moment in Xi Jinping’s sweeping regulatory crackdown. China’s besieged tech giants were forced
A Four-Day, $80 Billion Bender
Meanwhile, from the “I’m compelled to mention” files. Constrained as I am by the finite
No Unified Theory Of Everything
The “transitory” debate will heat up in the new week. Not that it’s gone cold
Something’s Gotta Give (Watching Paint Dry)
Valuations are too high. Something’s gotta give. That generic complaint, or some version of it,
‘Key Risk’ To Stocks Is Taxes, Not Peak Growth: Goldman
The biggest risk to US equities isn’t peak growth. It’s higher taxes. That’s the message
Legends Of The Summer: 2021 Edition
US equities are coming off their worst week since June and the fourth-worst week of
Meanwhile, In A Parallel Universe
It’s that time of the week. Friday is the day when we take a moment
The ‘Collapsing’ Credit Impulse And The Story That Matters
“Is the collapse in the global credit impulse going to extend cyclical revulsion?,” SocGen’s Albert
Let’s Talk
Risk sentiment firmed Friday, or at least in Asia, after the South China Morning Post
The First Negative 10-Year Return Forecast In 22 Years
I’m rarely, if ever, in a “good mood” on any conventional definition. For the past
Opening The Pullback Window
People finally get it. Or so it seems. Market participants are trying to front-run pullback
Jobless Claims Dive, But Limbo Looms For Millions
Initial jobless claims tumbled to a fresh pandemic low last week, perhaps suggesting the US
ECB Attempts A Sorta-Taper
Hawkish banter from some ECB officials in the lead-up to September’s policy meeting wasn’t a
‘Everything Is On Hold’: Xi Crushes China Tech Again
Just when you thought it was safe to buy the dip in Chinese tech, the
‘What Good News Is Left?’ BofA Finally Raises S&P Target
In was barely a month ago when, during remarks to Bloomberg Television, BofA’s Jill Carey
Help (Still) Wanted
There were nearly 11 million job openings in the US economy at the end of
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