It’s Time To Stop Making Excuses For Genocide
In an AP photo attributed to Fatima Shbair, a bulldozer pushes the bodies of Palestinians
In an AP photo attributed to Fatima Shbair, a bulldozer pushes the bodies of Palestinians
In the wake of Javier Milei’s landmark election in Argentina, focus has turned to his
Joe Biden, in a weekend op-ed for The Washington Post, laid out The White House’s
The November bond rally accelerated meaningfully on Tuesday in the wake of a cool US
Market participants in the Mideast are excited about the prospects for regional growth and economic
The outlook remains challenging for 60/40 portfolios. That was the message from Goldman’s Christian Mueller-Glissmann,
If you’re looking to explain recent weakness in equities, you don’t have to look very
Preliminary PMI data for the US released on Friday offered few surprises, which was just
We learned a lot from the pandemic. For example, we were reminded that for all
If you liked the Mate 60 Pro from Huawei, you’ll love the Mate 60 Pro+,
If you ask JPMorgan’s Mislav Matejka, equities are a risky proposition right now. And not
There’s not much on the data docket in the US for the holiday-shortened week. Sparse releases
Why were US equities able to pull back? Put differently: Why was the door open
Is there any hope left for a macro bear case around the US economy? It’s
If you’re a thrill seeker, “CPI eve” sessions in the pandemic era can be tedious
Last week, in “Too Hot,” I insisted on the idea that the trek higher for
“Mornin’ sunshine.” She smirked. I picked her up at the Starbucks attached to the Tuckahoe
Underneath all reason lies delirium. Reason is a region cut out of the irrational. The rational
While editorializing around reports that top Chinese policymakers are mulling new stimulus measures to bolster
The home equity losses are here. US homeowners with mortgages (around two-thirds) suffered more than
Jerome Powell, officially the least popular Fed chair since Gallup began tracking public confidence in
For the second time in as many policy meetings, the Fed will hike rates in
Short vol strategies have been profitable lately. “Grotesquely” so, in fact. The colorful description comes
“Is that ready?” It was 4:45 AM, or thereabouts. Kazakhstan had floated the tenge, and
“Markets often bottom before the end of a recession, but not before the beginning of
In the latest weekly+, I suggested that, for the first time this cycle, the incoming
Markets will get an updated look at the Fed’s preferred inflation gauge this week. Spoiler
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