The Cost Of Doing Business (With Archegos)
Archegos lives! Vicariously, through losses logged by banks, I mean. UBS said Tuesday it expected
Archegos lives! Vicariously, through losses logged by banks, I mean. UBS said Tuesday it expected
Morgan Stanley on Friday appeared to report a $911 million loss tied to the Archegos
Some folks were vaccinated. Four million of them in a single day, actually. This is
Days on from the first position unwinds, there were still (far) more questions than answers
Over the last 72 hours, I’ve variously suggested that while the Archegos saga wasn’t likely
There was confusion (feigned and otherwise) to start the week around what I called the
Monday was supposed to be the day when the purportedly systemic nature of Tiger Cub
Going once, going twice, sold! For a princely CHF0.76. Credit Suisse was forced into the
The deluge of bank headlines continued unabated Wednesday, when Credit Suisse returned to the spotlight
Credit Suisse didn’t implode. As it turns out, the shrill social media cacophony and sundry
I hesitate to give more airplay to the Credit Suisse “story.” Over the weekend, finance-focused
Markets felt apprehensive Monday ahead of holidays in Asia and a bevy of key US
If someone invited you to a “YOLO feast” and you weren’t familiar with pop culture
I’m sympathetic to “Wow ’em with big numbers” analysis. I really am. There was a
With brief interludes for the Archegos saga, meme stocks and a crypto collapse, inflation has
Inflows to global equities continued apace over the last week, despite considerable “chop” across stocks
When you think about it, it’s somewhat remarkable that equities are still perched near record
“US equity market prices have surged over the last year, prompting concerns about stretched valuations
A decade (plus) of what may as well have been one-way price action in tech
If you see a dip, buy it. That’s one takeaway from JPMorgan’s Mislav Matejka, who
Jerome Powell’s press conference was largely uneventful for the majority of market participants, but it
“[Our] underlying business results were offset by the significant charge in respect of the US-based
US equities logged another weekly gain as an apathetic Friday session capped a five-day stretch
Amid counterintuitive outperformance from perennial, “slow-flation” winners-turned reflation trade laggards, enquiring minds want to know:
For all the talk of an imminent boom in the US economy, a cursory glance
“Optimism abounds,” SocGen’s Albert Edwards wrote, in the opening passage of his latest piece, out
(Editor’s note: Like so many of the articles published here, I started this piece with
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