American Consumers Reticent Amid Lingering Tariff Angst
A key update on US consumer moods managed to beat estimates in data released Tuesday,
Bubble-Spotters
Everyone knows the problem with bubble pronouncements, right? If not, it’s simple: Declaring risk assets
Don’t Hate The Players, Just The Game
Don’t hate the player, hate the game. Like most pithy maxims, that old adage prescribes
‘Disappointed’
Donald Trump’s “disappointed” in Vladimir Putin. That’s his word. Trump’s. And I’m sure Putin’s heartbroken.
Fundamentally Speaking…
I’m going to dwell, for another beat, on the fundamentals. How quaint, right? First thing
Gosh, It’s Good To Be A Corporate
At the risk of jinxing things (there’s no such risk; superstition’s for the mentally desperate)
The Busiest Week Of The Year
To say the US macro-market docket will be “busy” in the days ahead would be
‘It’s The Biggest Trade Deal Ever’
“It was the best we could get.” So said Ursula von der Leyen on Sunday,
Dissent(s) Ahoy!
It’s tempting to say there’s no chance of a Fed cut at what, whether anyone
That’s It, I’m Moving To Switzerland
[Editor’s note: I’m making the Weekly available to all readers this week, as I think
From Melt-Up To Bubble Watch
It’s fair to say the melt-up materialized. That’d be the equity melt-up I spent the
I’m Doing Great, How Are You?
I’m doing great, how are you? One of the great tragedies of Donald Trump’s populism
Caution: Men Working
I promised myself I wasn’t going to write about Donald Trump’s publicity stunt at the
Before The Fall, A Blow-Off Top?
Are US equities approaching a “blow-off” top ahead of the traditional late-summer vol expansion and
America’s New Home Inventory Bloat Reaches Epic Proportions
The pace of new home sales in the US barely rose in June leaving the
About Those ‘Urgent’ Rate Cuts…
There wasn’t much Thursday in the way of evidence to support a US slowdown narrative.
‘This Guy’s Gotta Go’
“This is literally the government of Japan giving Donald Trump and the America people $550
What Even Is Tesla These Days?
Remember Tesla? That’s the car company Elon Musk runs when he’s not… well, when he’s
Alphabet’s Spending Plan In Focus After Very Solid Quarter
Alphabet kicked off Magnificent 7 results with what looked like a solid beat. The company
The Fed’s Probably Lost To Us
House Speaker Mike Johnson’s “disenchanted” with Jerome Powell. That’s Johnson’s word. “Disenchanted.” He used it
Existing Home Prices Soar To New Record. Sales Torpedoed
Surprise! Existing home sales in the US fell far more than expected last month, according
A Concept Of A Deal
Japan will invest $550 billion — equivalent, roughly, to a bazillion, gagillion yen — in
What A Weak Dollar Means For Corporate Bottom Lines
These are the sessions — hot summer sessions when everybody who’s anybody is on vacation
Should The Fed Just Give Up? After All, Everyone Else Has
More or less everyone’s lost their minds in America. I get that. And most people
The Fundamentals Are Sound
The fundamentals are sound. Said everyone in the days and weeks before every market crash
Resilient And Serene
“Economic vitals are proving resilient” and markets are “oddly serene.” That sentence is spliced together
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