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Month: November 2020

Great Challenges, Big Dreams

November 30, 2020December 1, 2020

A month chock-full of fireworks and milestones closed on a somewhat muted note, as equities

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A Month To Remember

November 30, 2020November 30, 2020

November 2020 will go down in the history books for a variety of reasons. First,

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2 Comments on A Month To Remember

You Can Add Record-Low Investment Grade Corporate Bond Yields To November’s Milestones

November 30, 2020November 30, 2020

November scarcely needed another market milestone, having offered up a veritable cornucopia already, but I’ll

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1 Comment on You Can Add Record-Low Investment Grade Corporate Bond Yields To November’s Milestones

The Biggest Worry For Everyday People Is No Obstacle For ‘Blissful’ Financial Markets

November 30, 2020November 30, 2020

It’s probably not a stretch to suggest that outside of some unforeseen mutation in COVID-19

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1 Comment on The Biggest Worry For Everyday People Is No Obstacle For ‘Blissful’ Financial Markets

Wall Of ‘What, Me Worry?’

November 30, 2020November 30, 2020

Global equities looked to take a step back Monday, in cautious trading on the last

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4 Comments on Wall Of ‘What, Me Worry?’

It’s All Relative: Stocks And Bonds In A Crazy World

November 29, 2020November 30, 2020

It’s all relative. That universally applicable old adage (you can always find a use for

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6 Comments on It’s All Relative: Stocks And Bonds In A Crazy World

Macro Tourist: Post-COVID World Will Be Defined By Rolling Bubbles

November 29, 2020November 29, 2020

[Editor’s note: The following excerpts are from a much longer piece by Kevin Muir, formerly

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6 Comments on Macro Tourist: Post-COVID World Will Be Defined By Rolling Bubbles

In Funhouse Mirror Fixed Income Market, Zero Is No Obstacle

November 29, 2020

Last week, Riccardo Fraccaro, cabinet undersecretary to Italian Premier Giuseppe Conte, suggested the ECB should

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Back To Work

November 29, 2020November 29, 2020

The US is poised to get back to business coming off a holiday which this

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3 Comments on Back To Work

America’s Economic Model Is Unsustainable. Empower The 4

November 28, 2020November 29, 2020

You don’t have to be an economist to understand it, but as far as simple

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21 Comments on America’s Economic Model Is Unsustainable. Empower The 4

They Used To Pull The Bull Out, And They Used To Eat It

November 28, 2020November 28, 2020

I’ve said it before, and I’ll say it again: I love reading copy sometimes. “Hitting

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5 Comments on They Used To Pull The Bull Out, And They Used To Eat It

50% Of Population In Major Developed Markets Will Be Vaccinated By May, Goldman Projects

November 27, 2020November 27, 2020

Right, but when? That’s the question the whole world wants answered when it comes to

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10 Comments on 5010 Of Population In Major Developed Markets Will Be Vaccinated By May, Goldman Projects

Iran Suffers Another Grievous Blow As Fakhrizadeh Assassinated In Drive-By

November 27, 2020November 27, 2020

“A scientist has been the victim of an assassination attempt in an armed attack by

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Back To The Tinderbox

November 27, 2020November 28, 2020

Headed into December, one key part of the year-end, melt-up thesis is that realized volatility

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The Dark Before Dawn

November 27, 2020November 27, 2020

There was little in the way of fresh news in the market coming off the

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Biden Was Elected. And Stocks Didn’t Crash.

November 26, 2020November 29, 2020

It makes sense — sort of. When you assess the incoming economic data and the

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5 Comments on Biden Was Elected. And Stocks Didn’t Crash.

Italian Official Has An Idea For The ECB: Just Cancel The Bonds You Bought

November 26, 2020November 29, 2020

In comments that are sure to rankle critics of the current policy conjuncture that finds

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5 Comments on Italian Official Has An Idea For The ECB: Just Cancel The Bonds You Bought

Christmas Bubbles

November 26, 2020November 29, 2020

Caution crept into global markets Thursday, as investors appear suddenly reticent after a month of

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Give Thanks

November 25, 2020November 29, 2020

A lackluster pre-Thanksgiving session stateside found the dollar falling to the lowest since April of

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The Fed Talked Quite A Bit About QE Options Earlier This Month, November Minutes Show

November 25, 2020November 25, 2020

The prospect of a Janet Yellen Treasury and the public spat between Steve Mnuchin and

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If Your Income Drops, How Do You Keep Consuming?

November 25, 2020November 25, 2020

Personal incomes fell much more than expected in October, the BEA said Wednesday. The 0.7%

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Surprise! Jobless Claims Jump As Pandemic Rages Unabated

November 25, 2020November 25, 2020

778,000 Americans filed for unemployment benefits last week, a five-week high and far more than

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Manufacturing A Durable Recovery

November 25, 2020November 25, 2020

Although Wednesday brought unwelcome news on the labor market, durable goods orders were resilient. The

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Since 1988

November 25, 2020November 25, 2020

Global markets meandered Wednesday, as traders and investors took a step back to ponder the

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New Bitcoin Mania Has People Making No Sense Again

November 24, 2020November 25, 2020

We’ve reached the point in the latest Bitcoin upswing that I’m obliged to mention the

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14 Comments on New Bitcoin Mania Has People Making No Sense Again

Fairy Godmother

November 24, 2020November 25, 2020

“Yellen will be in close contact with the Powell Fed to ensure that nearly all

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‘A Sacred Number’: A Despondent Trump Holds Bizarre Press Conference To Honor Dow 30,000

November 24, 2020November 24, 2020

The Dow topped 30,000 on Tuesday, and while it’s always impossible to definitively ascribe causation,

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Monthly Letter+

  • Lost At Sea

    March 11, 2023March 11, 2023

Week’s News

Great American Deposit Debate Spotlights Legislative Gridlock

March 27, 2023March 28, 2023

Failing Banks, Persistent Inflation Promise Fun-Filled Week

March 26, 2023March 27, 2023

We’re Scaring Ourselves Into Bank Runs Now

March 24, 2023March 26, 2023

It’s Not A Wage-Price Spiral. It’s ‘Greedflation’!

March 23, 2023March 24, 2023

Xi, Putin Revel In Pageantry As Show Of Defiance

March 20, 2023March 22, 2023

Most Read

  • Bonds Doubt Their God. 'Stocks Are Next,' Wilson Warns
    Bonds Doubt Their God. 'Stocks Are Next,' Wilson Warns
  • Recession 'Here In A Few Months'
    Recession 'Here In A Few Months'
  • Let's Argue About Student Debt Some More
    Let's Argue About Student Debt Some More
  • Great American Deposit Debate Spotlights Legislative Gridlock
    Great American Deposit Debate Spotlights Legislative Gridlock
  • Interview That Collapsed Credit Suisse Costs Saudi Financier His Job
    Interview That Collapsed Credit Suisse Costs Saudi Financier His Job

Recent Comments

  • wesman on We’re Scaring Ourselves Into Bank Runs Now
  • therealheisenberg on America’s Housing Bubble Flies South For The Spring
  • Oji Kenobi on America’s Housing Bubble Flies South For The Spring
  • derek on Layoffs Won’t Solve This Inflation Problem
  • John Banjo on Recession ‘Here In A Few Months’

Monthly Letters

Lost At Sea

March 11, 2023March 11, 2023

Exiles On Main Street

February 4, 2023March 11, 2023

That’s Great, It Starts With An Earthquake

January 22, 2023February 4, 2023

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