News Flash: People Hate High Prices
Consumer sentiment undershot expectations in early October, according to the preliminary read on the country’s
JPMorgan Tops Estimates As Dimon Stares Down ‘Treacherous’ World
Jamie Dimon’s hoping for the best, but as ever, his bank’s prepared for the worst.
PPI Plays Along, But Won’t Quash November ‘Skip’ Chatter
The Fed welcomed some incrementally encouraging news on the inflation front Friday, when US producer
Prepping The Pause
If nobody else gets it, Raphael Bostic does. Four hours or so after BLS data
Are America’s Magnificent Mega-Caps Losing Their Luster?
Are they tired of tech? I suppose it depends on who “they” are and also
Hedge Funds ‘Rapidly’ Sold Chinese Stocks This Week
I’ve cautioned recently against reading too much into a monumental rally in Chinese shares. My
Hurricanes And Suicide Missions
On Thursday, a Fed pondering the outlook for the US economy received two potentially impactful
This Was Not A Good Inflation Report
“US CPI data will likely show further disinflation in September,” read the headline on one
Promises, Promises
At the September FOMC meeting, “many” Fed officials said the rekindled inflation impulse observed over
Are We Still In A FOMO Regime?
Are we still living in a FOMO regime? How would one go about determining such
Iran Spy Chief Qaani ‘Perfectly Healthy.’ Will Get Medal
“Esmail Qaani is, unfortunately, alive,” someone joked on social media Wednesday. I actually don’t know
US Mortgage Rates Inflect, Rocket Higher
Damn you jobs! Mortgage rates in the US jumped sharply over the last week and
Chinese Stocks Crash On Botched Stimmy Reveal
If at first you don’t succeed. Beijing on Wednesday said Finance Minister Lan Fo’an will
So Long, Safieddine
The world knew Hashem Safieddine’s name for exactly a week before the IDF buried him
Dollar Questions
Ahead of this week’s crucial US CPI report, and with America’s jobs market and service
‘This Is How Policy Mistakes Are Created’
On Tuesday, at an ECB event in Frankfurt, Adriana Kugler said she doesn’t know the
Zheng’s Epic Fail
If Chinese equities were an instantaneous barometer of Zheng Shanjie’s success in communicating the Party’s
Why Not Be Bullish?
The prospects for rapid, deep Fed cuts are diminished following last week’s dramatic upside US
Wilson Upgrades Cyclicals As Bonds Say Jobs Report Not One-Off
The red-hot September jobs report was a game-changer in at least one respect: It compelled
One Year Later, Israel Forces ‘New Reality’ In Mideast
Hamas still has some rockets. On the (exceedingly grim) anniversary of the October 7 attacks,
Moment Of Truth Looms For Historic China Rally
If you’re curious as to how committed officials in Beijing really are to the stimulus
2024 Stock Inflows Near Half-Trillion. MMF AUM Swells Further
On the heels of a near $65 billion two-week bonanza, inflows to global equity funds
Quds Chief Qaani, Hezbollah’s Safieddine Incommunicado After Israeli Strike
When Ali Khamenei led the Friday prayer in Tehran for the first time since Qassem
Market’s CPI Fixation Returns After Hot US Jobs Report
Needless to say, the marquee macro release this week is the September US CPI report.
Goldman Officially Raises S&P Target
Goldman’s David Kostin has seen enough. I won’t bury the lede: The bank’s new official
Release The Hawks?
There’s good news and bad news if you’re Jerome Powell. The good news is, the
So… What Now?
Needless to say, the US rates complex reacted — and I’m searching for the right
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