‘The Stock Selloff Is Canceled,’ Rubner Says
Looking for a simple bull case? Of course you are. Who’s going to turn down
Inequality’s A Very Big Problem, Albert Edwards Reckons
Albert Edwards suspects there may be “a big problem brewing for investors.” That’s not unusual.
Buckle Up For A 2.5% Stock ‘Crash’
It’s probably fair to suggest the unofficial “consensus” on Wall Street is year-end stock rally.
Smart Money Rules Out Recession. (SELL!)
If it’s contrarian “sell” signals you’re after, you could do a lot worse than professional
UK Catches Inflation Break, Teeing Up More BoE Cuts
There are fantastic things happening in the UK macro space. Did you hear? Headline inflation
‘A Falling-Rates Environment’
Should’ve bought last month! There’s a misconception out there among a lot of would-be American
Trump And I
Every now and again, I try to reason with readers who’re supporters of Donald Trump.
Delinquencies And Financial Death Sentences
The latest installment of the NY Fed’s monthly consumer poll was released on Tuesday. Who’s
‘Evil, Clever Things’
Goldman Sachs. What can you say about it? A lot! If you’re David Solomon, you’ll say
Bank of America Still Going Concern, Q3 Results Suggest
Bank of America’s still a going concern, if you had any doubts. I mean, banks
How Many Comrades Does It Take To Screw Up A Stimulus Unveil?
Six trillion yuan. That’s the number. Or maybe it’s seven trillion. Or eight trillion. Don’t
Another Modern Market Melt-Up?
If US equities felt melt-up-ish to you midway through Monday’s bond market holiday, it wasn’t
History Doesn’t Support Cash-To-Stocks Rotation Narrative
Will record-high money market fund AUM be deployed into equities now that the Fed’s cutting
Exports, Imports And The China Bloc
What happens if export growth falters? That’s a question Chinese officials — and particularly Beijing’s
US Spending Update, ECB Rate Cut Headline Macro Docket
The US data docket’s pretty light this week. If there’s a highlight it’s plainly retail
Lackluster Price Data Underscores China’s Deflation Risk
If authorities in Beijing weren’t already under enough pressure to revive domestic demand, Xi’s statisticians
Brass Tacks. Or A Lack Thereof
Phrases like “without specifying an amount” and “without specifying a time frame” are prevalent in
China Stimmy Flows And SPX 6666
Investors put nearly $40 billion to work in global equities over the last week. The
News Flash: People Hate High Prices
Consumer sentiment undershot expectations in early October, according to the preliminary read on the country’s
JPMorgan Tops Estimates As Dimon Stares Down ‘Treacherous’ World
Jamie Dimon’s hoping for the best, but as ever, his bank’s prepared for the worst.
PPI Plays Along, But Won’t Quash November ‘Skip’ Chatter
The Fed welcomed some incrementally encouraging news on the inflation front Friday, when US producer
Prepping The Pause
If nobody else gets it, Raphael Bostic does. Four hours or so after BLS data
Are America’s Magnificent Mega-Caps Losing Their Luster?
Are they tired of tech? I suppose it depends on who “they” are and also
Hedge Funds ‘Rapidly’ Sold Chinese Stocks This Week
I’ve cautioned recently against reading too much into a monumental rally in Chinese shares. My
Hurricanes And Suicide Missions
On Thursday, a Fed pondering the outlook for the US economy received two potentially impactful
This Was Not A Good Inflation Report
“US CPI data will likely show further disinflation in September,” read the headline on one
You must be logged in to post a comment.