What Just Happened To US Treasurys?
What happened to the US long-end on Monday? That was the question — or one
Ron Vara’s War And Trump’s Banana Republic
I was pleasantly surprised on Monday: Virtually no one whose job it is to weigh
With Apologies To Clown Shows…
Donald Trump on Monday threatened an incremental 50% tariff on China starting immediately if Beijing
Trump As ‘Human VVIX’: McElligott On The Meltdown
If you were wondering how Charlie McElligott celebrated “Liberation Day,” the answer is that he
Carnage. Utter Carnage
Monday was a God-awful session for equity benchmarks around the world. By “God-awful” I mean
US Stocks Saw Second Week Of Outflows In Tariff Unveil Lead-Up
If you were wondering, US equities saw more outflows in the lead up to “Liberation
‘Interesting’ Days!
It’s all about tariffs this week. That goes without saying. A benign scenario finds the
So…. Who’s Gonna Lie To Clients This Week?
This week better not go like last week. Seriously, it better not. If we all
Saudi Stocks Plunge Most Since Pandemic As Riyadh Gambles On Oil Supply
It was ugly Sunday in the catch-up trade from Wall Street’s late-week bloodletting. Regional losses
Is The Damage Done?
“The damage is done.” I keep hearing that vis-à-vis Donald Trump’s botched “Liberation Day” unveil,
As Trump Demands Rate Cuts, ‘JEROME’ Warns On Stagflation
As US stocks plunged again on Friday, Donald Trump had a message for Jerome Powell.
Trump Tariffs Are $700 Billion Tax Hike, Will Probably Cause Recession
America’s largest bank now thinks a US recession is more likely than not in 2025.
‘I’ll Never Change!’ Trump Fumes As China Strikes Back
Beijing didn’t take Donald Trump’s tariffs lying down. No, instead Xi Jinping slapped a 34%
Solid US Jobs Report May Struggle To Offset Tariff Anxiety
Happily, the US added far more jobs than anyone thought possible in March, according to
Bad Apple?
Bill Gross doesn’t think you should buy the dip. “Investors should not try to ‘catch
An ‘Insane,’ ‘Crazy,’ ‘Embarrassing’ Fiasco
It’s a good thing “you can’t really watch the stock market,” as Donald Trump told
Bottom Falls Out For Key Measure Of US Services Employment
Markets beset by tariff worries could’ve done without a very poor read on a key
Layoff Announcements Go Vertical On Musk Effect
Last month “would’ve been a fairly quiet month for layoffs” in America. Would’ve. Should’ve. Could’ve.
Tariff Man’s Not Much For Mathing
It’d be “complex, if not impossible,” the United States Trade Representative said, to “comput[e] the
‘Free At Last, Free At Last’
“For years, hard-working American citizens were forced to sit on the sidelines as other nations
D.C. Power Couple Reportedly Calling It Quits After Three Months
Well, it was fun while it lasted. Elon Musk will reportedly step away from his
Ophidia Mini
How’s the US consumer? Well, as ever, that depends on who you mean by “the
Another Bull Cuts S&P Forecast Citing ‘Crisis Of Confidence’ In America
America’s experiencing a “crisis of confidence” and the US “exceptionalism” narrative needs a new catalyst.
US Private Hiring Comes Up Roses In Rare Macro Reprieve
US equities (to say nothing of the Trump administration, assuming, perhaps misguidedly, they still care
2025’s Treasury Rally Is ‘Clear Nod To Stagflation’
Donald Trump and Scott Bessent wanted to get 10-year US Treasury yields down, and they
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