Quite a bit is riding on the evolution of US PMIs going forward, according to
Year: 2022
Patience Makes A Comeback
Global risk sentiment was reasonably buoyant Tuesday following a jubilant end to a disastrous month
Tapping The Brakes
The doves were out Monday, and not a moment too soon for US equities which,
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
‘Initial Volatility’ Has Governments Nervous In Asia
A few key Asian markets managed to rebound on Friday after falling into corrections and
If Stocks Don’t Get Him, The Curve Might
Thursday’s overarching narrative was that this time around, Jerome Powell isn’t going to bend the
‘Bring Back Volcker’
I doubt seriously that prominent investors actually care about inflation vis-à-vis Fed policy. And why
Is The US Headed For A ‘Transitory’ Recession?
Mercifully, US jobless claims retreated in the week to January 22, snapping a streak of
US Economy Outperforms, Validating Hawkish Fed
The US economic expansion picked up in the fourth quarter, data out Thursday showed. The
Panic Selling Grips Asia As Stocks, Bonds Plunge On Hawkish Powell
Jerome Powell’s press conference performance, and particularly the Chair’s multiple references to this cycle being
Humble Stumbles
Jerome Powell on Wednesday emphasized that the Fed will be “humble” and “nimble” as it
Fed Nods To March Hike, Sketches QT With Runoff ‘Principles’
Inflation in the world’s largest economy is still “elevated,” the January FOMC statement said. That’s
Dovish Hawks Or Hawkish Doves? McElligott On The Fed
Plainly, Jerome Powell risked further destabilizing fragile US equities at the January FOMC press conference.
Key Ratio Points To 15% S&P Upside, One Bank Says
January’s stock swoon isn’t out of sync with fundamentals and played out largely as expected
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