My Only Friend, The End…
It’s probably time to start gaming out post-Khamenei scenarios for Iran. Joe Biden’s (possibly errant)
Search Results for: tom lee
War Aims
Israeli troops are in Lebanon for “limited, localized and targeted raids.” Or for boundless, generalized
‘Judgment Day’
“Here’s the truth,” Benjamin Netanyahu said Friday, addressing the UN General Assembly. “Israel yearns for
Cutting The Left-Tail
Evercore’s Ed Hyman gets it. “If they don’t do 50 tomorrow I’ll be shocked,” Hyman,
Are Stocks Primed For A New ‘FOMO Chase Melt-Up’?
Wall Street snapped its best win streak of 2024 on Tuesday, when the S&P slipped
It’s Nice To Own Stocks
If you were wondering, the final read on University of Michigan sentiment for July (released
Dances With Wolves
“I see you got the pink one.” We’d just settled into a table at a
Trump Dodges Another Bullet As Cannon Kills Documents Case
Donald Trump dodged a bullet. [Looks around at the audience. Waits. Crickets. Waits. Still crickets.]
China’s ‘Shocking’ Domestic Slowdown Stuns Economists
When it comes to “strategic competition” between the world’s two largest economies, Xi Jinping’s doing
Labour Day
The polls weren’t wrong. Not that anyone thought they were. But… well, again, they weren’t
How Worried Should We Be?
Over the past few weeks, several readers have written to inquire as to my overall
Attenuated Progress
Americans’ near-term inflation expectations are drifting higher again. That’s not the best news. Inflation’s in
The Graveyard
Picture this. You’re huddled with your children and extended family in a tent where you’ve
Marko Kolanovic Cautions Against Buying Stock Dips
Marko Kolanovic’s not buying it. Last week’s rebound in equities following a three-week swoon, I
Traders Brace For Macro Tsunami In Fed Week
It’s one of “those” weeks on the US macro front. By that I mean the
So Much For The Selloff (Adaptation)
How worried should equity bulls be about the dramatic 2024 re-pricing across the US rates
Deflation Demon Returns For China After One-Month Reprieve
Surprise: Domestic demand in China’s still moribund. Or at least that’s one way to read
Biden Gets A Break As US Consumer Sentiment Revised Sharply Higher
A marquee gauge of US consumer sentiment inflected meaningfully, and unexpectedly, for the better in
Global Equity Inflows Strongest In Two Years Amid Rally
Equity-focused ETFs and mutual funds saw a seventh week of inflows amid what some describe
US Economy Continues To Spurn Recession Banter
Activity across the US manufacturing sector expanded at the briskest rate in 17 months in
Inflation Throat Punch
Wall Street wasn’t enamored with the BLS’s inflation update, delivered to loud jeers in the
China Turns To Xi For Advice On Stock Crisis
“Ok, I’m here. What’s the problem?” “Well, sir, it’s the stocks.” “What about the stocks?”
2024’s Most Important Market Events By Month
Just two things matter for asset prices, BofA’s Michael Hartnett reminded investors, in the first
Twin Blasts At Soleimani Grave Kill Dozens On Assassination Anniversary
Four years ago today, a very strange thing happened: Donald Trump killed Qassem Soleimani. That
It’s Time To Stop Making Excuses For Genocide
In an AP photo attributed to Fatima Shbair, a bulldozer pushes the bodies of Palestinians
Can Argentina Really Dollarize?
In the wake of Javier Milei’s landmark election in Argentina, focus has turned to his
Biden Risks Moral Culpability For Gaza’s Child ‘Graveyard’
Joe Biden, in a weekend op-ed for The Washington Post, laid out The White House’s
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