The doves were out Monday, and not a moment too soon for US equities which,
Month: January 2022
Making Sense Of The Recent Stock Roller Coaster
I’m a bit of a broken record sometimes, but only (or mostly, anyway) because in
You Do The Math
There’s considerable angst about the prospect that the Fed is too late. Not so much
‘Classic Bear Market Action’ (And The Real ‘Fed Put’ Question)
At least one widely-followed Wall Street strategist is undeterred in harboring a cautious outlook on
Draining The Pool
Markets felt apprehensive Monday ahead of holidays in Asia and a bevy of key US
‘Don’t Fight The Fed’ Is Now A Bear’s Mantra
The good news for dip-buyers after the most turbulent period for US equities since the
S&P Correction: Here’s What Comes Next
Contrary to what you may be inclined to believe if you conceptualize of stocks as
Snowballs In Hell
Expectations for an angry, vengeful, hawkish Fed shift will be weighed against top-tier US data
The ‘Ultimate Pain Trade’
No one is talking about the inevitable dovish pivot. Or almost no one, anyway. In
Crying Over Expensive Milk (No More Free Lunch)
Let’s be clear about something: The Fed has abandoned the idea that it’s possible to
Goldman Ramps Up Fed Call, Nomura Sees 50bps Blast Off
Since bringing forward their liftoff forecast by “one full year” in late October, Goldman has
‘The Quickest Route To Recession’ (And A Case Of Cognitive Dissonance)
The stock market isn’t the economy. We say that all the time. It’s almost a
Curtin’s Warning: Americans May ‘Misinterpret’ Fed Hikes
There was no improvement in US consumer sentiment during the back half of January. In
Stagflation Spotted In Crucial US Comp, Spending Data
Compensation costs for US workers rose less than expected in Q4, closely-watched data out Friday
Germany Stares At Recession As Economy Contracts
An image of “traffic at a street junction in Berlin” sat atop one outlet’s summary
