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Featured

Weekly: Melodrama

November 7, 2026November 7, 2026
  • ‘Dem Fatale’ Crashes The AI Party

    November 6, 2026November 6, 2026
  • Inflation Fatalism Has Set In

    November 6, 2026
  • Drunken Monkey Darts

    November 6, 2026November 6, 2026

Markets

On Wall Street: Crash And F’in’ Burn

November 5, 2026November 7, 2026
  • Did Democrats Just Kill ‘New 60/40’?

    November 5, 2026November 6, 2026
  • Um, Excuse Me, But Your Chips Are Bleeding

    November 5, 2026November 6, 2026
  • Deus Ex Machina?

    November 4, 2026November 5, 2026
  • The Capex Catch-22

    November 3, 2026November 4, 2026

economy

US Jobless Claims Chase History

November 5, 2026November 5, 2026
  • ‘Tis The Season! For Temporary Fulfillment Jobs

    November 5, 2026November 6, 2026
  • Senseless Iran War Triggers BoE Hike, 5% Inflation Warning

    November 5, 2026November 5, 2026
  • Irrepressible

    November 4, 2026November 5, 2026
  • In Other News: Scorching ‘Job Changer’ Pay Gains, AI Disruption

    November 4, 2026November 5, 2026

Geopolitics

Tsunami

November 4, 2026November 5, 2026

Let’s Talk Blue Waves

November 1, 2026November 2, 2026

Lagarde Versus Le Pen?

October 29, 2026October 30, 2026

Duly Noted

An ARM And A Leg

October 28, 2026October 30, 2026

Not Since 1969…

October 22, 2026October 24, 2026

‘Tariff Man’ Braces For Veto-Proof Kryptonite As Republicans Balk At Mexico Gamble

June 4, 2019June 4, 2019

“Oh I don’t think they will do that.”

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1 Comment on ‘Tariff Man’ Braces For Veto-Proof Kryptonite As Republicans Balk At Mexico Gamble

A ‘Very, Very Substantial’ Press Conference.

June 4, 2019June 4, 2019

“A liberation like few people have seen before.” And other lowlights.

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1 Comment on A ‘Very, Very Substantial’ Press Conference.

Rate Cut Mania Leaves Central Banks Struggling To ‘Out-Dove’ Market Demands

June 4, 2019

Jerome Powell isn’t the only central banker who’s under pressure to “out-dove” a “doved-up” market. 

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3 Comments on Rate Cut Mania Leaves Central Banks Struggling To ‘Out-Dove’ Market Demands

China Says Citizens Who Don’t Want To Be Shot And Robbed Should Avoid Traveling To America

June 4, 2019June 4, 2019

“In case of emergency”.

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1 Comment on China Says Citizens Who Don’t Want To Be Shot And Robbed Should Avoid Traveling To America

(Anti)Trust Me.

June 3, 2019June 3, 2019

Bad timing.

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1 Comment on (Anti)Trust Me.

The Ecstasy And The Agony Of Power

June 3, 2019June 4, 2019

“2016 — the big bang of the right wing populism — was a septic shock to the system with compromised immunity.”

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Leave a Comment on The Ecstasy And The Agony Of Power

As Bullard Tips Rate Cut, Here Are A Couple Of Simple ‘Catch Down’ Charts

June 3, 2019

We’re now witnessing a veritable mania in Fed cut speculation.

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8 Comments on As Bullard Tips Rate Cut, Here Are A Couple Of Simple ‘Catch Down’ Charts

‘The Main Story Here’

June 3, 2019

“On Friday, I was convinced that we were all going to be trading MXN vol for some time. Wrong.”

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1 Comment on ‘The Main Story Here’

Nomura’s McElligott Warns On Stagflation, Says Fed May Stumble Into ‘De Facto Hike’

June 3, 2019

“The risk is that this inability for the Fed to keep pace with market pricing could create a de facto ‘hike’.”

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2 Comments on Nomura’s McElligott Warns On Stagflation, Says Fed May Stumble Into ‘De Facto Hike’

FedEx Nailed By UBS Price Target Cut Following China Probe

June 3, 2019

This just “adds to the current backdrop of weak international airfreight activity.”

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Leave a Comment on FedEx Nailed By UBS Price Target Cut Following China Probe

Students, Researchers Are Latest Victim Of Trade War As China Warns Against US Crackdown

June 3, 2019June 3, 2019

“Strengthen your risk assessment.”

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Leave a Comment on Students, Researchers Are Latest Victim Of Trade War As China Warns Against US Crackdown

Trump Was Thiiiis Close To Slapping Tariffs On Australia Last Week, Had To Be Restrained By Pentagon

June 2, 2019June 2, 2019

“The Australian situation.”

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4 Comments on Trump Was Thiiiis Close To Slapping Tariffs On Australia Last Week, Had To Be Restrained By Pentagon

You Could Scarcely Conjure A More Dramatic Setup: Full Week Ahead Preview

June 2, 2019November 9, 2021

If you’re not excited, well, get excited.

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1 Comment on You Could Scarcely Conjure A More Dramatic Setup: Full Week Ahead Preview

Morgan Stanley Warns Of Imminent Recession From Trade War, While Credit Suisse Sees Fed Cut Next Month

June 2, 2019

“Act accordingly”.

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3 Comments on Morgan Stanley Warns Of Imminent Recession From Trade War, While Credit Suisse Sees Fed Cut Next Month

China Appeals To US Voters In White Paper: “Trump’s Trade War Has Not ‘Made America Great Again'”

June 2, 2019June 4, 2019

“China will act rationally in the interests of the Chinese people, the American people, and all other peoples around the world.”

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4 Comments on China Appeals To US Voters In White Paper: “Trump’s Trade War Has Not ‘Made America Great Again'”

‘I Want To Do This’: How Kushner And Lighthizer Failed To Stop Trump’s ‘Beautiful’ Mexico Tariffs

June 1, 2019November 9, 2021

“The word TARIFF is a beautiful word indeed!”

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7 Comments on ‘I Want To Do This’: How Kushner And Lighthizer Failed To Stop Trump’s ‘Beautiful’ Mexico Tariffs

While You Were Distracted With Mexico And China, Trump Started Another Trade War On Friday

June 1, 2019

“I have determined that India has not assured the US that it will provide reasonable access to its markets.”

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5 Comments on While You Were Distracted With Mexico And China, Trump Started Another Trade War On Friday

‘Clearly, Trump’s Stock Market Pain Threshold Has Yet To Be Reached’

June 1, 2019June 1, 2019

“Figuring out his pain threshold is a challenge.”

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5 Comments on ‘Clearly, Trump’s Stock Market Pain Threshold Has Yet To Be Reached’

Congratulations FedEx! You Will Now Join ‘Great Patriot Farmers’ On The Frontlines Of The Trade War

June 1, 2019June 1, 2019

“The investigation into FedEx will be a warning to other foreign companies.”

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9 Comments on Congratulations FedEx! You Will Now Join ‘Great Patriot Farmers’ On The Frontlines Of The Trade War

‘The Last Thing We Need’

May 31, 2019June 1, 2019

All in all, it was a fittingly sour end to the second-worst May for US equities since the 1960s.

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oil4 Comments on ‘The Last Thing We Need’

Two Major Banks See Fed Rate Cuts By September – If Not Sooner

May 31, 2019May 31, 2019

It’s getting serious now.

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7 Comments on Two Major Banks See Fed Rate Cuts By September – If Not Sooner

Out Of The Way Bob Lighthizer, Stephen Miller Will Take It From Here

May 31, 2019May 31, 2019

It’s not clear what’s more disconcerting in this scenario.

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3 Comments on Out Of The Way Bob Lighthizer, Stephen Miller Will Take It From Here

Here’s How Much More Cars Will Cost If Trump’s Mexico Tariffs Are Fully Implemented

May 31, 2019

“Major uncertainty”.

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3 Comments on Here’s How Much More Cars Will Cost If Trump’s Mexico Tariffs Are Fully Implemented

Mexican Standoff.

May 31, 2019November 6, 2021

It would be supremely ironic is “Tariff Man”‘s Waterloo turns out to be duties related to illegal immigration.

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4 Comments on Mexican Standoff.

‘Marking To Misery’ Bond Rally Goes Mental, As Bund Yields Touch Record Low

May 31, 2019

Where’s the bottom for yields?

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6 Comments on ‘Marking To Misery’ Bond Rally Goes Mental, As Bund Yields Touch Record Low

America The ‘Unreliable Entity’ Prompts China To Establish Corporate Blacklist, Rare Earths Plan Said Ready

May 31, 2019May 31, 2019

Witness the spiraling nature of conflict.

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5 Comments on America The ‘Unreliable Entity’ Prompts China To Establish Corporate Blacklist, Rare Earths Plan Said Ready

‘Tariff Man’ Announces Duties On All Goods From Mexico Starting June 10th

May 30, 2019May 31, 2019

“On June 10th, the United States will impose a 5% Tariff on all goods coming into our Country from Mexico.”

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12 Comments on ‘Tariff Man’ Announces Duties On All Goods From Mexico Starting June 10th

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Monthly Letter

  • The Arbitrageur

Recent Comments

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Monthly Letters

The Arbitrageur

October 29, 2026October 29, 2026

To Be Happy

September 4, 2026September 4, 2026

Hell Or High Fashion

July 3, 2026July 3, 2026

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