Hot US Services Sector Unexpectedly Cools
US services sector activity cooled off in November if you can believe it. The engine
US Private Hiring Steady, Pay Growth Firms
US private sector employers added 146,000 jobs on net last month, ADP said Wednesday, as
Coming Soon To A Democracy Near You…
Things took a decisive turn for the “Goddammit, really?!” in South Korea on Tuesday evening,
Quits Jump In Messy US Job Openings Release
US job openings rose more than expected and quits increased in the second of several
Be Careful Gao!
Be careful Gao, they’ll kill you! I’m just kidding. Only not. If you’re a Chinese
Big Bubbles And ‘Unrealistic Outcomes’
If your aim is to suggest US equities — which notched more new record highs
Santa Melt-Up?
If you’re curious, or I guess I should say on the off chance you harbored
US Factory Recession Eases
Could’ve been worse. That, in a nutshell, was the takeaway from Monday’s update on the
New Record Low For China Bond Yields Underscores Myriad Risks
Don’t look now, but yields on benchmark Chinese government bonds are below 2%. Or were
Budget Blackmail
Even if the current French government doesn’t collapse this week, Michel Barnier’s brush with a
Going Back To Aleppo
The last time the Syrian opposition controlled Aleppo, I was holed up in a backup
Jobs Week Ahoy
US traders will return to their terminals after what, for most, was a four-day weekend,
To The Victor Goes The Spoils System
Let’s not kid ourselves: Donald Trump would like nothing more than to preside over the
Inflows To US Stocks Shatter More Records
They were still buying US stocks over the last several days. If you were curious
Bonds, Bessent And Buffoons
Thank Scott Bessent. Or, if you’re a junior journo condemned to writing market wraps nobody’s
Do Your Own Research
I’ve said this probably more times than I need to by now, but I’ll say
Europe Grapples With Stagflation-Lite. Trump To Eye Weak Currency
Headline inflation’s back above target in Europe, but don’t worry, the ECB will probably cut
Meanwhile, In France…
I hesitate to dedicate scarce editorial resources to France’s budget drama, not because it isn’t
Just Two More Months
“Don’t worry about it. You get paid in rubles, not dollars.” That was Dmitry Peskov’s
On The Housing Rollercoaster
Rejoice, renters! Financing costs for what one reader aptly described as hopelessly nondescript “people self-storage
US Core Inflation Warmest In Months As Tariffs Loom
Nominal spending was sturdy, inflation-adjusted spending less so, and core inflation was warm last month,
Trump’s Inheritance
The second estimate of Q3 US GDP, released on Wednesday, painted a similar picture to
Stocks Aren’t Out Of Melt-Up Fuel Yet
With all the talk of record (or near record) inflows to US equity funds, and
Destination Unknown
The Fed’s on a road to somewhere, they just don’t know where. That was one
Wishful Thinking
Way back last month, consumer confidence in the US soared the most since “stimmy” was
New Home Sales Plunge, Prices Rise In Still-Distorted US Housing
Sales of newly constructed US homes fell sharply in October, when the South was recovering
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