Latest Posts
One Pro’s ‘Machiavellian’ Trump-Mnuchin Theory To ‘Prove Bears Wrong’
[Editor’s note: As many readers are likely aware, fan-favorite Kevin Muir – formerly head of equity derivatives at RBC DominionContinue Reading
When It Comes To Huge Corporate Leverage, There Is No Easy Way Out
“Records were shattered on debt, GDP, and leverage”, SocGen’s Stephen Gallagher writes, recapping what will be remembered as one ofContinue Reading
Thank God For The Technocrats
Equities seemed pretty sure-footed in the earliest trading this week, but separating signal from noise is a bit challenging. TheContinue Reading
Stocks Have Cleared Two Of Three ‘Key Challenges,’ JPMorgan Says
The good news is, we’ve cleared two of three key near-term challenges for equities, JPMorgan’s Nikolaos Panigirtzoglou says. The bad newsContinue Reading
Risk On In A Risky World
Global equities came into the new week looking for gains as risk appetite was buoyant at month-end and the poundContinue Reading
Trump’s Tax Returns Revealed. They Are A Disaster
Donald Trump paid no federal income taxes in 10 of the past 15 years, and just $750 in 2016, theContinue Reading
MMT Is From Venus
Analysts and, begrudgingly, mainstream economists, seem to be coming around to the notion that fiscal-monetary “partnerships” (wherein central banks enableContinue Reading
The Most Vexing Quandary Of Them All
The September jobs report won’t be the only thing worth watching for market participants in what promises to be anContinue Reading
2 Americas And The Final Pre-Election Jobs Report
In the new week, markets will navigate top-tier data, geopolitical drama, and domestic discord in the US, as investors continueContinue Reading
Dear Stock Bulls: Don’t Fear The Inflation Monster
Will rising inflation weigh on equity prices via higher nominal interest rates? Spoiler alert: Probably not, because that question assumesContinue Reading
Trump Administration Sanctions China’s Top Chipmaker In Possible ‘Tipping Point’
Earlier this month, shares of Semiconductor Manufacturing International, China’s top chipmaker, plunged on reports the Trump administration may blacklist theContinue Reading
Amy Coney Barrett, ‘Instant Celebrity’
Donald Trump lavished praise on Judge Amy Coney Barrett Saturday, when she was announced as the president’s selection to fillContinue Reading
Counting Down To The Unknown
All’s well that ends with the Nasdaq posting its first weekly gain in four, I suppose. But not really. ThereContinue Reading
Return Of The King
The dollar is back. Or at least it was for a week. A steadily declining greenback was a fixture ofContinue Reading
Goldman: S&P Can Trade Election Outcome Even If AP Doesn’t Call A Winner
Market participants’ concerns about the prospect of a contested US election are becoming more acute by the day. Although RepublicanContinue Reading
