I’m not sure you could call it “angst,” exactly. Coming off the weekend, US markets
Month: January 2021
Breakeven ‘Overshoot’ Belies Lingering Disinflationary Probability, One Bank Says
Is the move in breakevens overdone? One bank thinks the answer is “maybe.” If you
Where We Are & Where We Could Be Going
You can thank, in part anyway, the virtuous volatility compression feedback loop for US equities’
Bitcoin, ‘Reliable Store Of Value,’ Collapses 20% In 48 Hours
Bitcoin collapsed on Monday, although “collapse” is a relative term when you’re talking about something
Overcooked?
Risk sentiment felt a bit frail to kick off the new week, but analysts seem
‘A Kind Of Madness’
“We want you to be assured that we will not support candidates who do not
In Brief: What The Blue Sweep Means For US Stocks
Following the Georgia runoffs, anyone whose forecast for the US economy and, relatedly, for asset
Markets Eye Key Data Amid Rising Bond Yields, December Jobs Debacle
While headlines will invariably revolve around Donald Trump in the new week, the market will
‘It’s Not Clear What He May Do’: America Ponders Perilous Final Days Of Trump Presidency
All eyes will be on Washington this week as Nancy Pelosi ponders the risk-reward calculus
‘Early Warning Signs’ For The End Of Speculative Excess
Everything’s a bubble. That’s a refrain you’ve probably heard quite a bit lately. Admittedly, it’s
Why Goldman Is Bullish On The US Economy Under Democratic Management
One of the many unfortunate side effects of this week’s drama on Capitol Hill was
This Week ‘Made An Illegible, Long-Running Process Legible Instantaneously’
“It made an illegible, long-running process legible instantaneously by the force of an unprecedented act,”
@realDonaldTrump: A Requiem
On Friday evening, Jack Dorsey finally pulled the plug on Donald Trump and, symbolically, on
All’s Well That Ends… Well?
The first week of 2021 ended with US equities higher, but we’re really stretching the
‘Obscene’ Wealth Gains And The ‘Natural End To Nihilistic Bull Markets’
“We’ll know if it’s a bubble by the end of Q1,” BofA’s Michael Hartnett wrote,
Here’s The Real Problem With December’s Jobs Report
I suppose one read-through from December’s jobs report is simply that the case for more
US Jobs Market Slams Into Reverse Amid Carnage In Leisure And Hospitality
The US labor market slammed into reverse last month, December’s hotly-anticipated NFP report showed. The
Global Stocks Run Away From Reality. And Who Can Blame Them?
Global equities ended the first week of the new year in full-on melt-up mode. You
The Insurrection Rally
Less than 24 hours after throngs of angry, armed Trump supporters stormed the US Capitol
Persona Non Grata
To say Thursday was a rough day for Donald Trump would be a “big league”
Albert Edwards Weighs In On Stock Mania, Talks Cats In Hell
Earlier this week, I had a little fun at the expense of the latest musings
Can A Failed State Issue A Reserve Currency? (And Other ‘Insurrection’ Musings)
A modicum of stability was restored Thursday following the melee on Capitol Hill, where legions
Once Mighty US Services Sector Held Up During Winter COVID Surge, Irrelevant Numbers Suggest
Miraculously, ISM services managed to print a solid upside surprise for December. I say “miraculously”
Almost 10 Months Later, Jobless Claims Remain Stuck Above Pre-Pandemic Record Highs
787,000 Americans filed for unemployment benefits last week, 3,000 more than the previous week’s revised
Concession Speech
Isolated, temporarily banned from social media, and facing a wave of resignations, Donald Trump pledged
Under Siege (A Special Set Of Blinders)
Given the increasingly glaring disconnect between markets and the real world, I suppose it’s only
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