Yesterday morning, when we were flooded with a barrage of apocalyptically bearish “research” by a generation of Wall Street sellside bankers who seemingly never lived through Trump’s first trade war which which, as we explained previously, followed the following very simple algorithm…
Recession Since 2022: US Economic Income and Output Have Fallen Overall for Four Years…
In this study we aim to quantify some of the more egregious biases in inflation statistics in order to get us closer to a true understanding of inflation since 2019, hence of true economic growth.
Core Consumer Prices Hit New Record High – up for 50th Straight Month…
Following last month’s ‘deflationary’ print (-0.1% MoM), analysts expected headline CPI to rise 0.2% MoM and they were spot on, shifting the YoY CPI print to 2.9% (from 3.0%) – the lowest since March 2021…
Global Markets Rebound After Historic Bloodbath, Japan Soars…
After Monday’s historic selloff that capped a three-week, $6.4 trillion rout in global equities as a brutal unwind in the carry trade driven by last week’s BOJ rate hike hammered most consensus trades, a dead cat bounce arrived as some investors looked for bargains and markets saw a hint of calm return on Tuesday…
What’s the Sahm Rule? Alarming Jobs Report Raises Recession Risk…
A key indicator has predicted every recession since 1970, and the alarm just sounded…
$1 Trillion Wipeout: Market Rout Punishes Megacap Tech…
As U.S. markets opened for trading on Monday, tech’s megacap companies lost about $1 trillion in market cap, deepening a downturn that sent the Nasdaq into correction territory last week….
Larry Kudlow: Recession Risk Grows Larger and Stocks Are Getting Clobbered…
It’s a shakier economy than the media admits, Kudlow says…
Big Miss on Unemployment, Jumps to 4.3%…
Illegals are doing great in getting jobs in today’s market but American born, not so much…
“Obviously, This Is Very Bad News for Biden”: Wall Street Reacts to Today’s Red Hot inflation Print…
Coming into today’s CPI number, which followed three previous red-hot inflation prints, we said that it’s time for a “miss” (the first of 2024) not because the data demands it – on the contrary, prices continue to rise at a frightening pace – but because a dovish CPI print today would be the last opportunity for the Fed to set a timetable for a rate cut calendar ahead of November’s election…
Behind Friday’s Stellar Jobs Print: It Was Literally ALL Part-Time Jobs (AND Illegals)…
First things first: unlike the last two months when both the January and February jobs prints were beyond ridiculously manipulated and goalseeked to pass a terrible number as a strong one, the March print was not a complete disaster…
- « Previous Page
- 1
- 2
- 3
- 4
- …
- 9
- Next Page »