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Featured

Weekly: A Wildfire On Wall Street

February 13, 2026February 13, 2026
  • US Inflation Benign With One Glaring Caveat

    February 13, 2026February 13, 2026
  • Strategist Spots ‘Next Great Market Rotations’ For A ‘New World Order’

    February 13, 2026February 13, 2026
  • Corporate Bond Market Faces Sea Change In Hyper-Scaler Debt Spree

    February 12, 2026

Markets

‘Stunning’ Stock Dispersion Echoes Lehman, Dot-Com Crash

February 11, 2026February 12, 2026
  • China’s ‘Powerful’ Yuan Quietly Strengthens Amid De-Dollarization Innuendo

    February 10, 2026February 11, 2026
  • Is Alphabet’s 100-Year Bond The Bell At The Top?

    February 10, 2026February 11, 2026
  • The Biggest Buyer Of US Stocks Isn’t Going Away

    February 9, 2026February 10, 2026
  • Xi Tells Chinese Banks To Cut US Treasury Exposure

    February 9, 2026February 10, 2026

economy

Home Sales Crash And Burn. Ice Storm Blamed

February 12, 2026February 13, 2026
  • China’s Still A Snowball

    February 11, 2026February 12, 2026
  • What To Make Of A Wild Jobs Report

    February 11, 2026February 12, 2026
  • Americans’ Credit Card Balance Hits $1.3 Trillion

    February 10, 2026February 11, 2026
  • American Consumers Slam On The Brakes

    February 10, 2026February 10, 2026

Duly Noted+

The American (Pipe) Dream

February 12, 2026February 13, 2026

US Employment Costs Are Still Falling

February 10, 2026February 11, 2026

Politics

Putin Seeks Dollar Club Readmission, Secret Memo Says

February 12, 2026February 13, 2026

New CBO Forecasts Suggest Little Hope For Bessent’s Fiscal Targets

February 11, 2026February 12, 2026

Takaichi Landslide Spotlights Japanese Assets Amid Spending Worries

February 8, 2026February 9, 2026

Presenting Deutsche Bank’s “Visual Guide To The Fed”

December 14, 2016

No one ever accused the Fed of producing compelling reading material. For a group of

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2 Comments on Presenting Deutsche Bank’s “Visual Guide To The Fed”

The Black Swans Cometh

December 14, 2016

Want to see something scary? Look no further than SocGen’s latest black swan chart, which

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2 Comments on The Black Swans Cometh

As Expected, Fed Hikes Rates (Here’s Everything You Need To Know)

December 14, 2016December 14, 2016

Well, it was always all about the dots and we did get a little drama

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1 Comment on As Expected, Fed Hikes Rates (Here’s Everything You Need To Know)

Syrian Girl Tweets “Last Message”, Claims Assad Staging “Genocide”

December 14, 2016

Oh look, here’s one of those Syrian “bandits” (note the sarcasm) that are trapped in

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3 Comments on Syrian Girl Tweets “Last Message”, Claims Assad Staging “Genocide”

Syrian Rebels Say Iran, Russia Already Breaking Aleppo Cease Fire As Civilians Attempt To Flee

December 14, 2016

Well, who could have predicted this? Just hours after a cease-fire was set to go

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1 Comment on Syrian Rebels Say Iran, Russia Already Breaking Aleppo Cease Fire As Civilians Attempt To Flee

The Fed Can’t “Err Dovish”

December 14, 2016

For those of us who just can’t get enough when it comes to analysis of

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Entire 2016 Election Wins “Lie Of The Year”

December 13, 2016

Well, the results are in for Politifact’s Readers’ Poll “Lie of the Year”, a competition

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1 Comment on Entire 2016 Election Wins “Lie Of The Year”

Goldman’s Guide To Investing In 2017

December 13, 2016

Over the course of the last week, I’ve brought you Goldman’s top trades and top

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Won’t Take Much To Shift Fed Dots, UBS Says

December 13, 2016

Well, all eyes are on the Fed tomorrow, but by all accounts there’s really no

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1 Comment on Won’t Take Much To Shift Fed Dots, UBS Says

UN Accuses Russia, Assad Of “Wanton Slaughter” In Syria’s Aleppo

December 13, 2016December 14, 2016

A couple of days ago, I noted that there were rumors of a cease fire

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Oil Market To Slip Into Deficit With Cuts, IEA Swears

December 13, 2016

Ok, so everyone knows to be skeptical about the OPEC/non-OPEC production cuts, right? I mean

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oil, OPECLeave a Comment on Oil Market To Slip Into Deficit With Cuts, IEA Swears

Hallelujah: Market Forecasts Converge With Fed Outlook

December 12, 2016

In case you haven’t noticed by now, Trump’s election and subsequent nod to fiscal stimulus

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1 Comment on Hallelujah: Market Forecasts Converge With Fed Outlook

Daily Summary

December 12, 2016December 12, 2016

For those who might have missed a beat or two today, here’s Bloomberg with everything

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SocGen Previews Today’s Key 10Y Auction

December 12, 2016

As I highlighted this morning in the latest from Bloomberg’s Richard Breslow, this is an

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Jack Bogle: Beware The Meteoric Rise Of ETFs

December 12, 2016

You know, ETFs aren’t as safe as they may seem. This became readily apparent in

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2 Comments on Jack Bogle: Beware The Meteoric Rise Of ETFs

A Quick Look At Monday’s Headlines

December 12, 2016

Here’s a quick look at some of today’s important headlines via Bloomberg: European, Asian stocks

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OPEC Deal “Short-Term” Cut, Goldman Says

December 12, 2016

Were you holding your breath to find out what Goldman thinks about the prospects for

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oil, OPECLeave a Comment on OPEC Deal “Short-Term” Cut, Goldman Says

Russia To Let Syrian Rebels Flee Aleppo “Honorably”, Reuters Reports

December 12, 2016

Well this is rich. A day or so after swearing that the Russian contingent wouldn’t

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Leave a Comment on Russia To Let Syrian Rebels Flee Aleppo “Honorably”, Reuters Reports

Chinese Yuan Becomes 8th Most Traded Currency In The World

December 11, 2016

Earlier today, I brought you the latest from the BIS, the central bank for central

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Presenting Goldman’s “Top 10 Themes For 2017”

December 11, 2016

On Saturday, I brought you Goldman’s “Top 10 Picks For 2017,” ten trade ideas which

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The Central Bank For Central Banks Weighs In On Trump

December 11, 2016

The BIS, the central bank for central banks whose board is comprised of the worlds

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“Active Re-leveraging”

December 11, 2016December 11, 2016

Ok so this is interesting. One would think, given the experience of the beleaguered US

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Previewing Next Week’s FOMC Statement

December 10, 2016

Ok so Goldman has a preview (or three) out re: next week’s Fed meeting which

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1 Comment on Previewing Next Week’s FOMC Statement

An Inauspicious Sign From Global Trade

December 10, 2016

One of the data points I’ve been warning about for sometime now is the relationship

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1 Comment on An Inauspicious Sign From Global Trade

US Wants “Big Magnanimous” Gestures From Russia On Syria (Don’t Hold Your Breath)

December 10, 2016

So last night, I recommended readers turn a skeptical eye towards all of those “alt.

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9 Comments on US Wants “Big Magnanimous” Gestures From Russia On Syria (Don’t Hold Your Breath)

Goldman’s Top Trades For 2017

December 10, 2016

Whether you think of the Vampire Squid as a prophetic cephalopod or a solid contrarian

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A Look Ahead To Fed Week

December 9, 2016

From Deutsche Bank’s resident weatherman Joseph LaVorgna: As we have repeatedly warned, much of the

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Monthly Letter+

  • Resignation

Recent Comments

  • T-Dog on Strategist Spots ‘Next Great Market Rotations’ For A ‘New World Order’
  • T-Dog on Strategist Spots ‘Next Great Market Rotations’ For A ‘New World Order’
  • uptownguy on Weekly: A Wildfire On Wall Street
  • derek on Weekly: A Wildfire On Wall Street

Monthly Letters

Resignation

January 30, 2026January 30, 2026

The Noriega Analogue

January 3, 2026January 3, 2026

Bookkeepers

November 30, 2025November 30, 2025

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