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Day: September 14, 2021

China Reports Big Retail Sales Miss, Underscoring Growth Worries

China Reports Big Retail Sales Miss, Underscoring Growth Worries

September 14, 2021September 20, 20213 min read

Activity in the world’s second-largest economy slowed again in August, closely-watched data out Wednesday showed. Retail sales in China rose just 2.5% YoY last month

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Glaring Disconnects And ‘Rage Allocation’

Glaring Disconnects And ‘Rage Allocation’

September 14, 2021September 15, 20214 min read

I suppose we’re witnessing a “selloff.” Maybe folks are front-running the pullback window. The reason for the scare quotes around “selloff” should be obvious. Although

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4 Comments on Glaring Disconnects And ‘Rage Allocation’
No Way Out Of This Rabbit Hole

No Way Out Of This Rabbit Hole

September 14, 2021September 15, 20215 min read

If you’re wondering what might stop the Fed from unveiling a taper over the next six months, the answer is “nothing.” It’s almost impossible to

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11 Comments on No Way Out Of This Rabbit Hole
Stock Investors Are ‘Ignoring The Macro’

Stock Investors Are ‘Ignoring The Macro’

September 14, 2021September 24, 20212 min read

The disconnect between investors’ positioning in stocks and their outlook for the economy is growing. That was the main takeaway from the September vintage of

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Core Inflation Slows Sharply In Win For Team ‘Transitory’

Core Inflation Slows Sharply In Win For Team ‘Transitory’

September 14, 2021September 20, 20213 min read

US consumer prices rose less than expected in August, bolstering the Fed’s “transitory” narrative and likely cementing the case against a taper unveil at the

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‘Tough And Complicated’

‘Tough And Complicated’

September 14, 2021September 14, 20216 min read

Risk sentiment was mixed Tuesday as traders looked to the latest US CPI data for fresh insight into the likely trajectory of Fed policy. Count

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