US stocks ended off their best levels on Tuesday, giving up a portion of early
Year: 2020
Oracle’s TikTok Deal Takes Shape With Some Trump Demands Unmet
Oracle’s proposal for dealing with Donald Trump’s TikTok “problem” does not include a payment to
Everyone’s A ‘Loser’: Meaningless WTO Ruling Marks Peak Absurdity In US-China Trade War
“Before the Trump administration came along and decimated the Appellate body, a case like this
‘The Vaccine’s The Thing’ For Bond Yields, Elusive Stock Rotation
“The vaccine’s the thing”, writes BofA’s Michael Hartnett, describing what respondents to the bank’s monthly
It’s A Bull Market And The Recession Is Over, Say Fund Managers
“It’s a bull market” and this is “no longer a recession”. That’s the “September zeitgeist”
Cracks And Ceiling Shadows: Unprecedented Governmental Dysfunction Sows Doubt On Vaccine, Election
“We saw with the completely bungled plasma statements that when you start pressuring people to
Problem Solvers
Reasonably strong activity data out of China was enough to bolster global risk appetite on
China Beats Across The Board With August Activity Data. Yuan Strongest Since Huawei Ban
China on Tuesday reported activity data for August that beat expectations, helping to cement the
Exploding Trees
“After a short period of time, after about 18 months, they become very dry, they
‘Mega’ Risk
When it comes to performance, mega-cap US tech is more exception than rule. The Nasdaq
Oracle, TikTok Shotgun Wedding Exemplifies Autocratic Approach To Capitalism
Shares of Oracle rose on Monday as the company confirmed its participation in a bid
Oil Faces Existential Crisis As Mother Nature Finds A Way
Headlines around the outlook for crude continued to deteriorate on Monday, as OPEC chimed in
M&A(benomics)
Global equities were buoyant to start the new week as deal activity, a smooth leadership
Was That It?
Was that it? Market participants will be asking themselves some version of that simple question
Oracle Said To Win TikTok Bidding War As Microsoft Rejected, Algo In Question
Just 48 hours after reports indicated that Beijing would prefer ByteDance simply shut down TikTok
‘Collapse’ Art: De-Urbanization Reimagined
One might fairly question some of the more dire predictions about the extent to which
Amid Summer Stock Storm, A Dove Yawns
Barring some kind of truly dramatic, nightmarish spiral in risk assets on Monday and Tuesday,
Inflation Prep With Kevin Muir And Koyfin CEO Rob Koyfman
There is perhaps no more vociferous debate in the always exciting world of macroeconomics than
Analysts Stirred, But Not Shaken, By ‘Warp Speed’ Correction
In the midst of rampant uncertainty, Goldman’s cross-asset strategy team this week upgraded equities to
Rocket League
“A bull correction” — according to what can loosely be described as the consensus narrative,
Crescendo 2020: ‘There’s No Reason Whatsoever To Expect Anything Resembling Calm’
Things may have changed — forever. That’s one takeaway from the latest note by Deutsche
Oh, Whale: Misguided Media Frenzy Around Tech Trades Prompts Rethink At SoftBank
“While we are not concerned about a dominant ‘whale’-type investor, exceptionally large trades in thin
Xi Jinping Loses Patience. Said To Prefer TikTok Shut Down In US
Xi Jinping is (still) not amused with the prospect of TikTok’s US operations being forcibly
Goldman Upgrades Stocks Despite Uncertainty. Also Likes Cash (You Know, Just In Case)
It’s not immediately obvious that now is the time to get bullish on equities amid
‘You Can’t Win If You Don’t Play!’ Lottery Tickets And A Mania Postmortem
On the off chance you had any lingering doubts, a breakdown of equity buyers (by
Inflation Comes In Hot For Second Month As Markets Appraise Fed’s Policy Shift
You might recall that core inflation rose the most since 1991 in July, an anomalous
‘As A Late Summer Storm’
“Albert would welcome permanent risk off”, SocGen’s Kit Juckes wrote on Friday morning. “I’d just
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