Template: [Someone Has To Be Wrong]
Has anyone done a stocks versus bonds, “someone has to be wrong” chart lately? If
Traders Eye Core Inflation As Fed Drama Rolls On
The US data docket’s fairly busy this week, but it won’t feel like it. There’s
Weekly: Hope, An Epilogue
[Editor’s note: If you haven’t read “Hope: A Novelette,” you should. This article is, as
The Stock Rally, Inflation And The Midterms
Capitalism, and especially American-style capitalism post-1980, is an easy enough game to play. That’s certainly
Sky’s The Limit, Apparently
How many records is this by now? Equity records, I mean. I’ve lost count. September
Perfect Phone Call
Donald Trump and Xi Jinping took a break from the exhausting and sometimes bothersome business
Leave The Bubble Alone, Sir
Leave well enough alone. Wise words. If a bit hackneyed. I know a lot of
The Highest Of High Stakes
I’m virtually certain — which is something different from entirely certain, and I’ll be glad
The UK As A Microcosm
This time last year, inflation in the UK was running below the Bank of England’s
The Fed’s Last Stand
The Fed went the cautious route on Wednesday with a 25bps rate cut, a restrained
New Construction Crumbles, Refis Soar As US Housing Inflects
New construction across America’s hopelessly beset housing market decelerated twice as sharply as economists expected
China Outright Bans Nvidia AI Chips. Local Tech Rally Goes Nuts
Way back last month, when reports suggested Beijing “discouraged” Chinese firms from using the lower-end
Froth! Record Share Of Money Managers Say Stocks Overvalued
Do you suspect the S&P might be overvalued, trading as it does on a 23x
The Smart Money Hasn’t Been This Bullish All Year
Bullish. That’s fund managers. Or the ones who bothered to participate in BofA’s closely-watched monthly
Builders Pray For Lasting Rates Relief To Rescue US Housing
Hope floats. Although the marquee measure of national homebuilder moods in America was woeful again
America’s Notorious Spendthrifts Have No Chill
Look out! US retail sales are comin’ in hot, dammit. The last top-tier macro release
How The Cost Of Labor Impacts US Corporate Profits
Were you curious as to the sector-by-sector breakdown on labor costs as a share of
Why Stocks Aren’t Worried About A Downshifting US Jobs Market
You don’t need me to tell you this, let alone any “chief equity strategist,” but
No More Quarterly Earnings Reports? Trump’s Had Worse Ideas.
Donald Trump has some ideas. Most of them are bad. Not all of them, though.
Nvidia Broke Chinese Laws, Xi Reckons
The problem with operating in China is that the rule of law’s very weak where
In China, Nothing Doing
Stop me if you’ve heard this before: Policymakers in Beijing are still struggling to engineer
The Weirdest FOMC Meeting Ever, Part Deux
Amid the political melee, it’s easy to forget that there actually is a genuine (i.e.,
In Other News…
The September FOMC meeting isn’t the only event on the macro docket this week, although
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