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Day: July 19, 2021

Selloff Reflections

Selloff Reflections

July 19, 2021July 25, 20215 min read

“Why now?”, a couple of my favorite strategists asked, in the wake of a brutal selloff on Wall Street and an extension of what, by

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5 Comments on Selloff Reflections
Happy Black Monday

Happy Black Monday

July 19, 2021July 20, 20214 min read

Somebody will call it “Black Monday.” And I imagine the producers at CNBC availed themselves of the opportunity to roll out that dramatic-looking “market sell-off”

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6 Comments on Happy Black Monday
‘Normal’ Is A ‘Funny Concept,’ One Bank Reminds You

‘Normal’ Is A ‘Funny Concept,’ One Bank Reminds You

July 19, 2021July 20, 20214 min read

“Sell Treasurys and trust the expansion.” So said Morgan Stanley’s Andrew Sheets on July 18. I should emphasize that the note from which those half-dozen

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3 Comments on ‘Normal’ Is A ‘Funny Concept,’ One Bank Reminds You
Party Over?

Party Over?

July 19, 2021July 20, 20214 min read

Risk sentiment was clearly impaired by pandemic concerns to kick off the new week, raising questions about whether the party might be over. Outbreaks in

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7 Comments on Party Over?
Define ‘Freedom’

Define ‘Freedom’

July 19, 2021July 23, 20215 min read

A smattering of headlines lamenting the many ironies of the UK’s “Freedom Day” was a microcosm of the global mood Monday. “England’s ‘freedom day’ marred

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5 Comments on Define ‘Freedom’

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