“The continuing global recovery faces multiple challenges as the pandemic enters its third year,” the
Month: January 2022
US Consumers Resilient Amid Helium Balloons, Scourge
It could’ve been worse. That was one way to look at the latest read on
What If The Economy Won’t Fund Powell’s Rate Hikes?
Markets are awake to the idea that the Fed may be on the brink of
The Real Reason For Monday’s ‘Biblical’ Stock Reversal
Monday morning was the first time clients had to “outright sell stuff,” Nomura’s Charlie McElligott
JPMorgan: Selloff ‘Overdone,’ Fed Put ‘May Stage Comeback’
Not everyone is on board with the idea that the ongoing swoon in US equities
The Bear Beckons In Asia As Shares Succumb To Fed, Inflation Fears
Asian equities plunged Tuesday, as manic moves on Wall Street rippled across global markets a
‘Dangerous Ideas’ And Plunging Stocks
January 24, 2022, was a banner day for the financial media. Nothing generates reader interest
S&P Flirts With Correction As US Economy At ‘Near Standstill’
It didn’t take long for the incoming data to provide support for a high profile
Blankfein Says Crypto ‘Happening.’ Fantom Now 3rd Largest DeFi Protocol
The crypto universe started the new week under siege after a weak-willed rebound fizzled out.
‘Winter Is Here,’ Stocks Can Fall 10%, One Bank Warns
It’s natural that market participants are obsessed with the Fed, but it’s time to worry
Prepare For Liftoff
“Prepare for liftoff.” That’ll be the message from the January Fed meeting and what’s sure
Why Goldman Sees Risk Of Fed Tightening ‘At Every Meeting’
Starting in March, the Fed could “take some tightening action at every meeting until the
The Real Cause Of Inflation
On the eve of the January FOMC meeting, at which Jerome Powell will likely reiterate
One Bank’s Stark Warning: ‘It Is Not Looking Pretty’
Given the overtly inauspicious character of recent market developments, a cautious cadence is warranted. I
All Else Equal
Lost in the cacophony of apocalyptic Fed pontificating is one simple reality: Financial conditions have
The Crypto Crash And The Fed’s Massive Ponzi Scheme
It was liquidation time across the cryptoverse on Saturday. At one point, Bitcoin dropped to
One Crowded Theater
Last week, in “Something Wicked This Way Comes,” I said it’s “becoming more difficult to
Only One Thing Matters Now
Maybe it’s time for stock replacement strategies. That was one takeaway from two-dozen pages penned
Explaining Thursday’s Dramatic Stock Reversal
If you’re wondering “Wha’ happened?!” on Thursday afternoon, when the bottom fell out for US
When It Rains, You Watch Netflix
When it rains it pours, I suppose. Just about the last thing US tech shares
Who’s Tired Of Jeremy Grantham?
Jeremy Grantham just wants to help. That’s all. He said as much in the very
Don’t Look Down
This time is different. As ever, those four words are very dangerous when arranged in
‘Bare Shelves’ Beget Sudden Drop In US Home Sales
A lack of supply weighed on US home sales last month, data out Thursday showed.
The Case For A Counter-Trend Stock Rally
US equities labored under the tyrannical overhang of “huge VWAP-style selling pressure” during Wednesday’s choppy
US Jobless Claims Surge. Seasonal Adjustment Blamed
US jobless claims surged last week by the most since July, a decidedly poor update
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