I doubt there’s much in the way of reader appetite when it comes to laborious
Day: August 2, 2021
I’ll Have The Stocks. With A Side Of Caveats
The smartest guys and gals in the room are still overweight equities, you’ll be happy
Why One Bank Isn’t Buying ‘Forced’ Bond Narrative
“We think that it is important to avoid the trap of forcibly fitting a narrative,”
Manufacturing Surveys Show ‘Strongest Sellers’ Market’ Ever
The first of this week’s top-tier US data missed estimates, perhaps helping to make the
Unifying Threads
Monday’s narrative was just recycled, boilerplate copy: Solid earnings and decent data helped “offset” Chinese
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