Investors may have underestimated the biggest risks. Imagine that. While there’s no straightforward, mechanical read-through
Day: August 17, 2021
Huge Disparity Emerges Between Growth Outlook, Equity Allocation
“Macro expectations have rolled over.” That was one takeaway from the August vintage of BofA’s
Benefit Of The Doubt
It’s “unclear” whether the Delta variant will have important effects on the economy, Jerome Powell
Retail Sales Dive, Underscoring Delta, Inflation Concerns
US retail sales sagged in July, closely-watched data out Tuesday showed. The 1.1% decline was
What Really Happened Monday, According To Charlie McElligott
The standard, boilerplate copy on days when weakness across equities reverses during the cash session
Wary Eyes, Familiar Concerns
The mood was cautious Tuesday as markets cast a wary eye at a familiar set
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