Bond Vigilantes Beat Down The Door In Japan
I wouldn’t say this was an “all’s well that ends well” week for the Japanese
The Stocks Are Fine. The ‘Fake’ Polls, Not So Much
If you’re a politician and your poll numbers aren’t great, there are a couple of
Missiles, Mining And Military Bases: Greenland Deal Comes Into View
By Thursday afternoon in the US, which is to say around 24 hours after Donald
Fed’s Favored Inflation Metric Still Tame (Read The Fine Print)
“Refer to ‘Technical Notes’ for information on how the BEA imputed missing BLS prices.” That
Since 1969: US Jobless Claims Average Nears Milestone
Another week, another rock-bottom — which is to say completely benign — read on US
The ‘Infinite, Forever Deal’ For Greenland
As it turns out — and I doubt this’ll surprise anybody — what Donald Trump
Greenland, Lisa Cook Saved As Rutte, SCOTUS Come Through
Donald Trump’s not going to invade Greenland nor, apparently, is the Supreme Court prepared to
Trump Says US Won’t Invade Greenland
Donald Trump’s speech in Davos on Wednesday was very difficult to entertain and I wouldn’t
Seller-Buyer Imbalance Goes Vertical As Pending Home Sales Plunge
A mid-week update on the marquee gauge of contract activity across America’s still-beset resale housing
Unhedged Pros Perilously Exposed To Stock Drawdown
If nothing can go wrong, I suppose you don’t need hedges. I’m reminded of an
Uber-Bullish Fund Managers Expect A ‘Boom’
Professional money managers have virtually never been more bullish. Because what on Earth could go
Denmark De-Dollarizes
“We are taking no action based on rhetoric alone.” So said Anders Schelde, CIO of
‘Take A Deep Breath,’ Bessent Says, As Dollar Dives
If you’re a developed nation, you don’t want to see your currency sell off at
Trump Goes All-In On Greenland As Macron Decries ‘Blood Politics’
Tariff Man’s losing the plot a little bit. Or maybe, as the most powerful person
Japanese Bond Market Implodes On Takaichi Power Play
There’s trouble in bond land and the epicenter’s Tokyo. Three months into her tenure, Japanese
Nobel Giftee Trump ‘No Longer Obliged To Think Purely Of Peace’
Donald Trump’s bid to acquire (or seize or steal or whatever verb you prefer) Greenland
China Just Had A Very Tough Year Economically
Late last month, Xi Jinping described 2025 as an “extraordinary” year for China economically. It
The Great Irony Of China’s Record-Low Birth Rate
Say what you will, but at least they escaped the Malthusian trap. Behind China’s much-ballyhooed
Stocks, Credit Ignore A World Ablaze
It’s a holiday week in the US and there isn’t a lot on the compressed
Transatlantic Union Nears Collapse As Trump Demands Greenland
Part of me’s surprised Donald Trump didn’t threaten to rain “fire and fury” on Copenhagen
Weekly: Fiat Fatigue And A World On Fire (Why Gold Keeps Rising)
The never-ending rally in gold’s no different from any other phenomenon in being unamenable to
Did Trump Just Announce The Next Fed Chair?
Donald Trump may spare us the humiliation of Fed Chair Kevin Hassett. As recently as
Builder Mood Worsens As Down Payment Burden Sidelines Home Buyers
Forlorn US homebuilders weren’t feeling any better about their plight as 2026 dawned. The last
Trump Will Force Big-Tech To Subsidize Expensive Power Bills
By every outward appearance, Donald Trump’s very concerned about his inflation polling headed into the
How Scary Is The Ramp-Up In Tech Sector Debt?
Investors harbor a veritable obsession with hyper-scaler capex and for good reason. As discussed here
AI Capex Spree Points To Lower Returns On Capital
Get ready for lower returns on capital from the largest, most important companies on the
Jobless Claims Don’t Want To Hear Your Recession Narrative
Jobless claims: They’re low in the US. And that’s an understatement. With the caveat that
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