All Quiet On The Macro Front?
It’ll be a slow week in the US, or at least for macro watchers. The
‘Trump 2.0’: Corr 1 Shock Or Stock-Picker’s Paradise?
Since 2023, we’ve lived in a micro-driven market, which is to say if you decompose
America’s Betrayal Of Ukraine Is An Existential Gamble
Call me an alarmist if you must, but I’m not sure Donald Trump and his
FAIT Accompli
The cure for high prices is supposed to be high prices. The logic’s sound: If
Buy Europe? Traders Think The Unthinkable Amid Ukraine ‘Peace’ Talks
They’re buying what? It’s been so long since anyone bought European stocks that you’d be
Sorry, Ukraine. We’re Cowards Over Here Now
The saving grace for humanity may be that he’s old. I’m not talking about Donald
Don’t Look Now, But The Incorrigible American Consumer Just Tapped Out
Did the US consumer just crack? I’ve asked that I don’t know how many times
Behold: The Dawn Of A New Chinese Tech Bull?
Don’t look now, but big Chinese tech’s in a bull market. After falling more than
Record Retail Dip-Buying Won’t Last, Popular Strategist Cautions
So far in 2025, the retail crowd’s buying every dip. That’s according to Goldman’s Scott
Who’s Sticking Around For The Crash?
Maybe you noticed, maybe you didn’t, but these last three weeks were “perhaps the best
President Orban
I’ll concede to being grimly amused by Donald Trump again, and that’s probably a mistake.
Don’t Buy The Spin: The US PPI Release Was More Bad News
A day on from a disconcertingly warm CPI report which prompted traders to price out
Fed Policy’s Not Restrictive No Matter How Many Times Powell Says Otherwise
I don’t love this talking point, and even if I did, it feels exhausted by
Neville Chamberlain
With very few exceptions — mobsters, warlords, Xi Jinping, Kim Jong-Un, Bashar al-Assad, Ramzan Kadyrov
Market Exposed To Left-Tail Shock Amid Reflation Zeitgeist Crowding
Needless to say, macro watchers — which is very often a polite euphemism for economists,
Trump Ready To ‘Rock And Roll!!!’ Wants Fed To Sing Along
Donald Trump’s ready to “rock and roll” and he’d very much appreciate it if Jerome
Disaster Strikes In God-Awful US CPI Report
Oh no! Houston, we have a problem! Consumer price growth across the world’s largest economy
Too Many Circles To Square
A key question as Donald Trump squeezes into his “Tariff Man” leotard in the service
‘Super Obvious’
The idea of cutting five (or whatever number) regulations for every new one adopted sounds
Stoic, For Now
The Fed’s on hold until June most probably. And Jerome Powell wants no part of
If You Ain’t First…
Another day, another deluge of tariff headlines. I’d describe Donald Trump’s aversion to trade imbalances
Donald Trump Is World’s Only Hope To Stop Elon Musk
If you asked me last week what’s more dangerous than Elon Musk exercising what, on
‘Big History’ Spotted In Gold’s Bull Run
Atahualpa’s downfall is runnin,’ dammit. That’s a morbid gold rally joke. I’ve used it before.
For The First Time In Years, Big Tech Fails To Top Wall Street Sales Estimates
With the (not insignificant) caveat that Nvidia’s yet to report, the handful of US companies
You Get Tariffs, You Get Tariffs, You Get Tariffs…
Donald Trump’s the Oprah of trade levies. “You get tariffs, you get tariffs, you get
Corporate America Clears The Bar. Again.
Earnings season’s nearly over. Except for Nvidia. Which is about like saying football season’s over
US Inflation On Deck, Powell On The Hot Seat
It’s CPI week in the US and Jerome Powell will trudge up to Capitol Hill
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