An already fraught situation became even more convoluted on Tuesday evening in the US when, amid rampant confusion around the NYSE’s position on delisting China’s
Day: January 5, 2021
Familiar Feeling
It was a familiar feeling for market participants: Nothing mattered until a contentious election was decided. With rates, equities, and the dollar all staring down
Aaaand You’re Bankrupt. Thanks, COVID
Well, the final numbers are in. Chapter 11 and 7 filings for large companies (defined here as public and private enterprises with liabilities greater than
Jeremy Grantham Regales Youngins With ‘Real Humdinger’ Of A Bubble Story
The last time I checked in on Jeremy Grantham, he was regaling CNBC with tales of what he called “the fourth ‘Real McCoy’ bubble of
Bring On The Stagflation Jokes (Because Misery Is ‘Funny’)
Well, the US manufacturing sector is apparently on fire — in a good way, with the caveat that inflationary pressures continue to build. December’s ISM
Georgia Overload
There was no shortage of analysis centered around the Georgia runoffs on Monday and Tuesday. This is the kind of thing that’s a bit vexing
Pins And Needles And Records In China
The dollar drifted lower and US equities nervously eyed Georgia on the heels of the worst session for Wall Street since late October. Consensus seems
