‘Run Your Models’: Trump Forces Fed To Do The Tariff Math
Higher prices. That’s the answer if the question is about the macro read-through of Donald
Traders Brace As Crowded Data Docket Collides With Tariff Drama
Tariffs, tariffs and more tariffs. That’s a preview of what you can expect from financial
Trade War 2.0
“Trade War 2.0” will dominate headlines in the week ahead, and not just on financial
Tariffs Aren’t A Free Lunch
Love’s famously blind, but generally speaking, people know a lot about the things they love.
US Stocks Break January Inflow Record With $76 Billion Haul
If you were curious, 2025’s off to a solid start on the flows front. For
Forget The Data, What About The Tariffs?
The last of this week’s key US macro releases printed largely in line with consensus.
What If Trump’s American ‘Golden Age’ Is A Sunset?
How ironic would it be if “US exceptionalism” in all its various manifestations peaked in
Utopia Forgone
Chasing echoes There are no “good” or “bad” people in the world any more than
Apple’s ‘Great’ Could Be Better
Apple on Thursday reported what it was probably fair to call mixed results for a
Americans Spend Their Asses Off
Americans were spending their asses off in Q4, preliminary US GDP data released on Thursday
Pending Home Sales Crash As High Rates Bite Back
As it turns out, you can’t afford what you can’t afford. Imagine that, right? Pending
ECB Cuts Again As Europe Faces Recession, Political Crises
“Unexpected.” That’s how a handful of mainstream media outlets described news that the euro-zone economy
Remember: Tesla’s Not A Car Company
It’s a good thing Tesla’s not a car company. If it was, the multiple on
Microsoft, Meta Reports Overshadowed By DeepSeek Menace
Microsoft’s “helping customers unlock the full ROI of AI,” Satya Nadella declared on Wednesday afternoon,
Powell Parries Trump Questions, Says Fed In Wait-And-See Mode
“I think policy’s well-positioned,” Jerome Powell said Wednesday, while parrying incessant Trump-related questions after the
Fed On Hold Amid Stubborn Inflation, Dense Trade War Fog
Unable to see their hands in front of their faces in some of the densest
The Great Resignation, Trump-Style
Do you work for the federal government? From home? And are you less-than-excited about the
Who Has The Burden Of Proof, DeepSeek Or US Hyperscalers?
Who shoulders the burden of proof? That’s a key question for investors pondering the prospect
Buying The DeepSeek Dip
I’ve been doing this — and on most days, I’m not even sure what “this”
‘Trump Bump’ MIA In Consumer Confidence Data
Consumer confidence looked a little shaky in second-tier US macro data released on Tuesday. The
Annual Home Price Growth Picks Up First Time In Eight Months
Homes. They’re expensive! Half a million dollars worth of expensive if you want something half-decent
Zuck Dodges AI Selloff On ‘DeepSeek Of The West’ Hype
One of the more interesting aspects of the early-week DeepSeek panic on Wall Street was
Adventures In Bond Land, Annotated
I’ve said it how many times? The rapidity and reason for a given move higher
Little Red Box
“An excellent AI advancement and a perfect example of Test Time Scaling.” That’s DeepSeek, according
Nvidia’s Half-Trillion DeepSeek Crash Says Singularity’s Upon Us
We talk a lot about the “wealth effect” as it relates to the interplay between
AI Paradigm Shift? McElligott Weighs In On DeepSeek Shock
“I’m not gonna try to play semi- / AI- expert here,” Nomura’s Charlie McElligott said
Will DeepSeek Deep-Six The Mag7?
“More investment does not necessarily lead to more innovation.” The quote’s from quant fund manager
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