US Jobs Report Offers Something For Everyone
The US economy added more jobs than expected in February, while revisions trimmed the prior
Jay’s Quotable
Jerome Powell’s timeline for Fed confidence in the durability of the disinflation trajectory, and thereby
Money Fund Assets Scale New Record. RRP Usage Falls Further
Money market funds raked in another $18.65 billion in the week to March 6, an
Bears Driven To Brink Of Extinction As Powell Promises Rate Cuts
“When we do get that confidence — and we’re not far from it — it’ll
CRE Slow Burn
America’s slow-burning commercial real estate crisis continues to produce a slow drip of headlines. Steve
ECB On Hold, Says Inflation, Growth To Slow Further
“Financing conditions are restrictive and the past interest rate increases continue to weigh on demand,
Dovish Data Turn Will Live Or Die By Payrolls
Anyone hoping for a dovish round of data out of the US was pleased Thursday,
‘Various Tricks,’ ‘Unimaginable Conflicts’
Markets heard from Wang Yi on Thursday. Wang can be a little — how should
A Word On America’s New Debt Milestone
The Fed keeps insisting, in some cases against the evidence, that rate hikes are working
No Surprises
Surprise: There were no surprises to speak of from Jerome Powell’s congressional testimony on Wednesday.
A Third World Country
“They didn’t used to fight at night. Now they do. Because they have goggles.” That’s
The JOLTS Miracle Feels Exhausted
Job openings were little changed from the prior month on the last business day of
Pay Growth For Job Switchers Accelerates In Otherwise Bland ADP Release
Private sector US employers added 140,000 jobs in February, ADP said Wednesday. The headline was
Rally Trivia And Pivot Remorse
Here’s a notable statistic: If US equities post gains during the final two months of
The Meme Stocks Are All Skewed Up
The rally on Wall Street, which looked poised for a breather on Tuesday, may or
An Obligatory Nod To Bitcoin’s New Record High
Bitcoin hit a new record high on Tuesday. Maybe you noticed. I’m supposed to have
Conflicting Signals
The incoming macro data’s not going to tell us a consistent story. Maybe we should
Is Xi Jinping An Imbecile?
There were precious few surprises on offer in Li Qiang’s first annual work report, delivered
Behind The ‘Bubble,’ Surging Cost Of Capital Forces Investor Rethink
Rally skeptics and those with an affinity for crash prophecies spent the last couple of
Kolanovic Sticks With It: Markets ‘Vulnerable To An Accident’
Marko Kolanovic’s sticking with it, where “it” means a cautious approach to frothy markets. In
Supreme Court Cowers, Bows To Trump
Donald Trump’s still allowed to run for president despite his actions in the aftermath of
Records, Records Everywhere
Tales of rekindled animal spirits are everywhere. Comparisons to the dot-com boom and 2021’s “everything
2024 Isn’t 2021. It’s 2000. But Don’t Panic
“This time is different.” So said Goldman’s David Kostin in his latest. Don’t laugh. Or
No Questions Asked
The regime in Beijing will do what’s necessary to foster high-quality growth and common prosperity
BofA Raises S&P Target. Inflows To US Equities Continue
You didn’t need to be a gifted tasseographer to read between the lines last week
Powell On The Hill
“The Fed has basically one tool on inflation,” Elizabeth Warren patiently explained, during a cameo
US Jobs Report, China Political Extravaganza Top Agenda In New Week
In addition to Jerome Powell’s congressional testimony, traders will be treated this week to a
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