Rolling The Dice
Donald Trump says sweeping tariffs and draconian immigration curbs wouldn’t rekindle inflation across the US
Is Generative AI A True ‘This Time Is Different’ Moment?
I realize — better than most I’d wager, given how immersed I stay in the
Traders Brace For Macro-Market Circus Ahead Of US Election
Brace yourselves: The days leading into the US jobs report will be busy. Every now
Hyped-Up Hyperscalers
The big guns report this week. Israel will be firing lots of large weapons. See
‘Measured.’ But For How Long?
“Measured.” “Targeted.” “Calibrated.” Those were some of the adjectives bandied about Saturday to describe Israeli
Close To Home: Israel Strikes Iran
It was a long time coming, but Israel finally responded to Iran’s ballistic missile attack.
Meanwhile, On The Flows Front…
Equities stumbled a bit in recent days and Wall Street was on track to notch
Chasing Gold
Gold’s runnin’. And folks are chasin’ it. Bullion was on track for a sixth gain
Is Dollar Strength Another Trump Trade?
Don’t look now, but the dollar’s on track for its best month since the “dollar
Who Wants These Dull Boxes?
Americans bought new homes in September at the fastest annual rate in 16 months, according
Bulletproof Services Drive ‘Robust’ Start To Q4 For US Economy
The US economy kicked off Q4 growing at a 2.5% clip. That was the implication
About That ‘Surge’ In Jobless Claims…
Two weeks ago, jobless claims in the US ostensibly spiked. I say “ostensibly” as though
The Term Premium’s Back
If you think “way” back to this time last year, you might vaguely recall something
Tesla Shows Up
It’s regrettable — and I say that sincerely as a Tesla shareholder since way back
Pushing The Chips
US equities, and particularly big-tech, looked shaky midweek. Headed into the afternoon on Wall Street
Pre-Existing Conditions
You might’ve argued — and some forecasters apparently did — that existing home sales in
Back On Market Through No Fault Of The Seller’s
US mortgage rates were flat from last week. That’s according to Wednesday’s update on the
Landing Secured?
There’s talk of a Fed pause. Who could’ve seen that coming? I don’t relish “I
Raiders Of The Boss’s Vault
Got gold? If not, the IDF knows where you can find some: There’s tens —
Just Another Magnificent 7 Article
If it’s a slow news day and you’re the financial media, you can always compel
Pirate Treasure And ‘Unwanted Circumstances’
Lebanon’s still a melee, on the off chance you haven’t checked the news. Early this
Say Less. Dear God, Say Less
I’m not someone who engages in gratuitous Fed criticism for the sake of it, and
It’s The Liquidity!
I have a love-hate relationship with liquidity-based explanations for risk-asset behavior. It’s self-evidently the case
Release The Animal Spirits?
Wall Street strategists — as a group, I mean, I’m not singling anyone out —
100-Year Market Concentration Is Huge Risk To Long-Term Stock Returns
When it comes to predicting stock returns, about the best you can do is present
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