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Day: June 29, 2020

‘You Are Here’: Morgan Stanley’s Mike Wilson Is Still Bullish

‘You Are Here’: Morgan Stanley’s Mike Wilson Is Still Bullish

June 29, 2020June 30, 20204 min read

“…while some might contend earnings forecasts remain too high, we would argue otherwise”.

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4 Comments on ‘You Are Here’: Morgan Stanley’s Mike Wilson Is Still Bullish
You Gotta Buy Any Dip: FOMO Calls Are Back, But Not Everyone Is Excited

You Gotta Buy Any Dip: FOMO Calls Are Back, But Not Everyone Is Excited

June 29, 2020June 29, 20203 min read

… figuratively or literally.

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4 Comments on You Gotta Buy Any Dip: FOMO Calls Are Back, But Not Everyone Is Excited
US Revokes Hong Kong’s Special Status After Weeks Of Tension Around Security Law

US Revokes Hong Kong’s Special Status After Weeks Of Tension Around Security Law

June 29, 2020June 29, 20204 min read

“Risks the US refuses to accept”…

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5 Comments on US Revokes Hong Kong’s Special Status After Weeks Of Tension Around Security Law
Buy America! Fed Launches Primary Corporate Credit Facility

Buy America! Fed Launches Primary Corporate Credit Facility

June 29, 2020June 29, 20205 min read

If you were already offended by the Fed’s purported “transgressions”, you can pretend to be even angrier now.

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6 Comments on Buy America! Fed Launches Primary Corporate Credit Facility
The Data Is Playing Along

The Data Is Playing Along

June 29, 2020June 29, 20203 min read

And yet, it all hinges on the jobs report.

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2 Comments on The Data Is Playing Along
As ‘Bargain’ Remdesivir Pricing Draws Ire, Market Casts Wary Eye At Relentless Virus

As ‘Bargain’ Remdesivir Pricing Draws Ire, Market Casts Wary Eye At Relentless Virus

June 29, 2020June 29, 20207 min read

“An amazing deal”.

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7 Comments on As ‘Bargain’ Remdesivir Pricing Draws Ire, Market Casts Wary Eye At Relentless Virus
Nomura’s McElligott On ‘Unprecedented’ Short Covering And A ‘Perverse’ Local Risk

Nomura’s McElligott On ‘Unprecedented’ Short Covering And A ‘Perverse’ Local Risk

June 29, 2020June 29, 20203 min read

“All’s well unless”…

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2 Comments on Nomura’s McElligott On ‘Unprecedented’ Short Covering And A ‘Perverse’ Local Risk
Geopolitics On The Burner As Trump Struggles With Russia Bounties Story, China Quandary

Geopolitics On The Burner As Trump Struggles With Russia Bounties Story, China Quandary

June 29, 2020June 29, 20204 min read

“Lies”.

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3 Comments on Geopolitics On The Burner As Trump Struggles With Russia Bounties Story, China Quandary

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