Is The US Hiring Slowdown Already Over?
Another week, another decent showing for a “real-time” US labor market indicator. Note the scare
A Red Flag For Stock Bulls
There’s a lot of cash on the sidelines. Nearly $8 trillion in money market funds,
The Best Liquidity Conditions Ever?
With the Fed all set to begin reserve management buying of T-bills (and, “if necessary,”
Passive Investing Is (Still) QE For Stocks
Here’s something I probably shouldn’t say to a readership comprised in no small part of
The ‘Dry Powder’ Bull Narrative’s Back
I’m a bit weary of the “dry powder” thesis as an excuse for forecasting more
Trump-Maduro Standoff Deepens As US Enforces Blockade
The US stands in “gross violation of international law” and, more damning in a world
Gold Hits Another Record In Best Year Since 1979
Gold! What can you say about it? I’ll resort to the usual snark. It’s shiny,
The Christmas Trade
It’s Christmas week, and you know what that means: Celebrating the birth of a modest
Fine, I’ll Ask It: What Could Go Wrong?
If peak optimism’s a contrarian indicator, watch out. As regular readers will attest, I’ve long
Weekly: Greed Is Good
Investors are closing out 2025 in greed mode. Technically, global stocks were down two consecutive
A Frustrated Trump Shows Desperation On Economy
On December 17, Donald Trump delivered a bizarre, prime time address to American voters. The
If You Simply Can’t Afford It, Nothing Else Matters
Earlier this week, I mentioned in passing that home listings in the US posted their
Bank Of Japan Still Scared Of Its Own Shadow
Sell the news. Who would’ve thunk it? That’s a humorous, colloquial and, I hope, rhetorical
BLS Credibility Deficit Worsens As CPI Math Panned
Needless to say, the BLS didn’t do itself any favors in the credibility department with
Micron To The Rescue?
“I’m not dead yet!” shouted the AI trade. Between a $350 billion selloff in Broadcom
US Inflation Suddenly Collapses In ‘Lucky’ Break For Trump
I don’t know what we’re supposed to make of Thursday’s inflation report from Donald Trump’s
Divided And Unpopular, BoE Resumes Rate Cuts As Joblessness Surges
You can thank “subdued economic growth and slack in the labor market” for a holiday
Oracle Has To Stop The Bleeding
Oracle can’t win for losin’ all of a sudden. Coming off their worst week since
China’s ‘Big Fat Tickets’ Mint 700% Gains For IPO Lottery Winners
They’re going crazy for AI IPOs in China, where the frenzied optics around new semiconductor
America Moves Closer To Venezuela War With Naval Blockade
Nicolas Maduro gets more dangerous by the day. Where once stood an international laughingstock —
What To Make Of Broadcom’s $340 Billion Debacle
Way back last week, one equity strategist who specializes in growth stocks fretted about the
Tax Hike Goes Wrong As UK Youth Unemployment Soars
Ahead of what’s now a guaranteed rate cut from the Bank of England on Thursday,
Is The US Labor Market Re-Heating Behind The Scenes?
On a day when delayed and distorted BLS data failed to assuage concerns about an
The Most Convoluted US Jobs Report Ever
The US labor market’s sputtering. If you had to extract a takeaway — the overarching
Rich Americans Probably Still Spending, Government Suggests
Americans — I should probably say rich Americans — are still spending. Or at least
Warsh Storms Back, Leapfrogs Hassett In Fed Chair Betting Odds
“As Fed Chair, how frequently would you consult with the president when he says he
Was 2025 The Worst Year Ever For US Homebuilders?
It’s probably fair to call 2025 one of the worst years ever for homebuilder sentiment
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