Jerome Powell’s Big Reveal: ‘Flexible Average Inflation Targeting’ Is Here
As expected, Jerome Powell used his address to this year’s virtual Jackson Hole symposium to
Jobless Claims Top 1 Million Again As Main Street Suffers, Congress Dithers
With some lawmakers in Washington seemingly unconvinced that the economic situation facing Main Street is
Kevin Mayer Finds Mortal Geopolitical Combat Much Harder Than Running Streaming For Mickey Mouse
That didn’t last long. Less than four months into the job, TikTok CEO Kevin Mayer
‘Accidents And Military Conflicts’
Pre-election “tough on China” jostling has predictably spilled over into the military realm. “Some US
Know Your Worth
Stop me if you’ve heard this one before: US equities hit fresh all-time highs with
Janet Yellen’s ‘Starving’ Americans Look On As Global Stocks Hit All-Time Highs
“I think the speaker is going to hold out until the end of September and
The End Of Urbanization? Sam Zell Says ‘Stop Hiding Out In The Hamptons’
Sam Zell is concerned about American cities. And you can probably guess why. Over the
Virtual Reality
If there’s a “method” to someone’s “madness”, is it still “madness”? That’s a question the
Durables And Parlor Games
In what may (or may not) be another piece of incremental evidence to support what
Preventing ‘Mass Extinction,’ Arbitrary Arrests, Soybeans And $700 Apples
Global equities loitered near their post-March peaks on Wednesday, as those not on vacation (or
Humans And Their Bear Markets
The phrase “bear market for humans” flashed across Bloomberg Television on Tuesday afternoon, just as
Trump May Accuse China Of ‘Genocide’ In Potentially Dramatic Escalation
Just when you thought Sino-US relations couldn’t possibly get any rockier, sources say the Trump
Is There Hope For Global Trade Yet?
Global trade rose in June for the first time since December on a monthly basis,
As Housing Booms, Confidence Busts
In yet another sign that the US housing market is a “booming” bright spot in
Tasseography (Best Buy Edition)
Like Target and Walmart, Best Buy posted results that generally beat analyst estimates for the
Optimism (The Generic Kind)
Predictably, market participants (both carbon-based and otherwise), chased headlines around a phone call between Bob
Exxon Was Having A Bad Enough Year Without Getting Kicked Out Of The Dow
Oh, how the mighty have fallen. In what can only be described as a sign
No Going Back (Squaring The Circle)
It’s a broken record, but squaring financial asset prices with reality is becoming an increasingly
Very, Very Well? Desperate Renters, Cash-Strapped Landlords Beg To Differ
“Most of the country is doing very, very well”, Donald Trump said Monday, speaking in
Apple Eats World (And Nobody Cares About Warren Buffett)
The world is supposed to eat apples. Instead, Apple is eating the world. Or at
Morgan Stanley’s Mike Wilson: ‘Growth Scare, Rates Scare’ To Trigger ‘First Tradable Correction’ In US Stocks
There’s been no shortage of hand-wringing over the past two weeks (give or take) about
You Two Make A Great Decoupling
A hodgepodge of catalysts supported risk appetite early in the new week, including news that
We Should Be So Lucky
“Sometimes you have to make them feel the heat if they don’t see the light”,
With Crucial Powell Speech On Deck, Consider This ‘Key Nuance’
For markets, the week ahead will likely be defined by what Jerome Powell says about
25% Of ‘Temporarily’ Laid Off Americans Will Become Permanently Jobless, Goldman Says
Questions around the scope of the structural damage dealt to the US economy in March
Escape From America (European Vacation)
Over the past several months, the rally in the euro quite clearly suggested market participants
Deutsche’s Kocic On Risk Parity, Policy, And The Intrinsic Fragility Of The Entire Socioeconomic System
Earlier this month, I revisited the risk parity discussion as it relates to the viability
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