Promises, Promises
At the September FOMC meeting, “many” Fed officials said the rekindled inflation impulse observed over
Are We Still In A FOMO Regime?
Are we still living in a FOMO regime? How would one go about determining such
Iran Spy Chief Qaani ‘Perfectly Healthy.’ Will Get Medal
“Esmail Qaani is, unfortunately, alive,” someone joked on social media Wednesday. I actually don’t know
US Mortgage Rates Inflect, Rocket Higher
Damn you jobs! Mortgage rates in the US jumped sharply over the last week and
Chinese Stocks Crash On Botched Stimmy Reveal
If at first you don’t succeed. Beijing on Wednesday said Finance Minister Lan Fo’an will
So Long, Safieddine
The world knew Hashem Safieddine’s name for exactly a week before the IDF buried him
Dollar Questions
Ahead of this week’s crucial US CPI report, and with America’s jobs market and service
‘This Is How Policy Mistakes Are Created’
On Tuesday, at an ECB event in Frankfurt, Adriana Kugler said she doesn’t know the
Zheng’s Epic Fail
If Chinese equities were an instantaneous barometer of Zheng Shanjie’s success in communicating the Party’s
Why Not Be Bullish?
The prospects for rapid, deep Fed cuts are diminished following last week’s dramatic upside US
Wilson Upgrades Cyclicals As Bonds Say Jobs Report Not One-Off
The red-hot September jobs report was a game-changer in at least one respect: It compelled
One Year Later, Israel Forces ‘New Reality’ In Mideast
Hamas still has some rockets. On the (exceedingly grim) anniversary of the October 7 attacks,
Moment Of Truth Looms For Historic China Rally
If you’re curious as to how committed officials in Beijing really are to the stimulus
2024 Stock Inflows Near Half-Trillion. MMF AUM Swells Further
On the heels of a near $65 billion two-week bonanza, inflows to global equity funds
Quds Chief Qaani, Hezbollah’s Safieddine Incommunicado After Israeli Strike
When Ali Khamenei led the Friday prayer in Tehran for the first time since Qassem
Market’s CPI Fixation Returns After Hot US Jobs Report
Needless to say, the marquee macro release this week is the September US CPI report.
Goldman Officially Raises S&P Target
Goldman’s David Kostin has seen enough. I won’t bury the lede: The bank’s new official
Release The Hawks?
There’s good news and bad news if you’re Jerome Powell. The good news is, the
So… What Now?
Needless to say, the US rates complex reacted — and I’m searching for the right
Miki’s Revenge (Press Pause, Jay)
The Fed needs to seriously reconsider what’s still, but probably shouldn’t be, a guaranteed November
Down The Barrel
Ali Khamenei led the Friday prayer in Tehran. He spoke of the enemy and of
Hedge Funds Won’t Stick Around In China Unless Xi Delivers
On Thursday, a reader suggested, not implausibly, that a recent high-profile bull call on Chinese
My Only Friend, The End…
It’s probably time to start gaming out post-Khamenei scenarios for Iran. Joe Biden’s (possibly errant)
Fate Of China’s Mega-Rally Depends On Fiscal ‘Big Move’
Perhaps the Chinese government gets the message. At long last. On Wednesday, Zichen Wang published
Hot Toddy!
The US services sector performed — and I’ll opt for an understated adjective in the
US Labor Market At ‘Inflection Point’
Guess what? US jobless claims are still low. Thursday’s initial claims headline printed 225,000, above
The Yen Rollercoaster Continues
Remember the Shigeru Ishiba yen rally? If so, you should know that it’s over now.
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