What’s The Bet?
It’ll all work out ok in the end. That’s how US equities — which powered
Stocks’ Advice On Tariff Man: Just Ignore Him
Equity investors, for better or worse, have stopped listening to Donald Trump’s tariff threats. The
What Do Trump, Bessent And Warsh Have In Mind For The Fed?
The writing’s on the wall, and it’s so large by now that Stevie Wonder could
Powell Persecution Is Martin Niemöller Moment For Wall Street
Nobody has to “explain” anything to Donald Trump. Not you, not me and certainly not
The Japan Canary
“I continue to have a number of duties I must fulfill for the nation,” Shigeru
ECB Takes Center Stage As Tariff Clock Ticks
This’ll be a pretty light week on the data front in the US, which is
Watch Tokyo
We may have a problem in Tokyo. Last week, I contextualized another steep selloff in
‘Who’ To Thank For Stocks’ Blind Eye To Powell Drama
I try to strike a healthy balance between characterizing (“caricaturing” is probably more apt on
Sorry, Chris. He’s Still Not Going To Pick You
Poor Chris Waller. If there’s anything more pathetic than a man pandering to another man
When You’re In A Hole, Stop Building
The first rule of holes is that when you’re in one, you stop digging. US
US Households Offer No All-Clear For Trump
After soaring in June on hopes the Trump administration will ultimately settle for less draconian
The Man Who Would Have A Palace
I realize this goes without saying, but the Trump administration’s characterization of renovations to the
Nihilists, Dude
Much has been made of the idea that retail investors comprise a bigger share of
It’s Too Early To Fade US Stock Melt-Up, Popular Strategist Says
We’re in inning seven of the current equity market melt-up, which is to say it
US Homebuilders Remain Depressed As Price Cuts Proliferate
Did you hear the good news? That “big, beautiful,” budget-busting regressive tax cut Republicans just
Wall Street Blissfully Ignorant Of Fed’s Erdogan Risk
“Let’s be honest, Fed independence is a myth.” So said some guy in the sales
Plunging Jobless Claims, Robust Retail Sales Argue Against Rate Cuts
Do you want a roaring economy or do you want rate cuts? Because you can’t
Impugn The Imputation?
If the question’s whether we can trust the inflation data, the answer is, was and
The End Of Fed Independence May Be Nigh
Well, it was inevitable. And even saying that’s a testament to just how far afield
Wholesale Inflation Negligible In The US
Wednesday’s only tradable US macro update sent mixed messages about pipeline price pressure. On the
It’s Raining Money In Goldman’s Equities Business
As you might imagine given the volatility on display at the beginning of the quarter,
Bank Of America Remains Going Concern, Results Suggest
Bank of America on Wednesday reported trading results that easily topped estimates, and like JPMorgan
And The Most Crowded Trade Is…
Quick: What’s the most crowded trade on the planet? This is an easy one. You
Burning Questions
Are stocks a bubble? Is it too late to jump aboard the moving train? Did
Smart Money Hasn’t Been This Bullish Since Trump Was Good For Stocks
Fund managers haven’t been this bullish since they were under the impression that Donald Trump
Economists Wrong Again As Core Inflation Tame Despite Tariffs
“LOWER THE RATE!” Shouted a livid Donald Trump, somewhere. Underlying price growth undershot expectations again
Things Are Going Just Fine At JPMorgan, Thank You Very Much
The House of Dimon marked the unofficial start of earnings season in the US on
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