China, UK PMI/stress test
With China the most important country in the world right now IMO, April China PMI rose to 53.5 from 52.4 and is at the highest level...
morning note/As Axl Rose sang, Where do we go now?
As we begin a new month with the S&P’s sitting 31% off its lows, here’s a quick view of the factors that got us here to...
Weak Imports Goose GDP
On Wednesday, I noted that “GDP would have been even worse, if it wasn’t for how fast imports have plummeted; They are falling...
King Report: A New Bull ?
> Coming in Monday’s missive – Is this a new bull market? If so, or not, what is the evidence? Stay tuned. Same Bat-time, same...
Why No NFP Today ?
This is super wonky stuff, so you normal humans will probably want to seek shelter elsewhere: There is no Non Farm Payroll Data, despite...