Third quarter results from JPMorgan and Citi suggested the worst-case scenario for consumers and businesses
Author: therealheisenberg
Overall, Pretty Strong
The nice thing about self-imposed deadlines is that you can always extend them, which is
Harley Bassman Presents: ‘War And Peace’
“The strongest of all warriors are these two — Time and Patience” “War and
The Recession Is Over (According To Fund Managers, Anyway)
The “bottom line” among respondents to the October edition of BofA’s closely-watched Global Fund Manager
Go Big Or I’ll Tweet!
“STIMULUS! Go big or go home!!!,” Donald Trump exclaimed on Tuesday, in a public version
Sane Policies Are Not ‘Virtue Signaling’ (And Other Takeaways From The IMF’s New Outlook)
For what it’s worth — which at this juncture probably isn’t much — the IMF
Nomura’s McElligott: It’s ‘Déjà Vu All Over Again’ As August Comes Calling In October
The ghost of August is calling, Nomura’s Charlie McElligott reiterates, in a Tuesday note largely
JPMorgan Beats As Trading Revenue Solid, Bad Loan Apocalypse Fails To Materialize
JPMorgan kicked off big bank earnings on Tuesday, reporting adjusted revenue of $29.94 billion, ahead
Used Car Prices Just Surged The Most Since 1969
Considering the quantum of news and headlines on offer Tuesday, it’s somewhat of a relief
Great Expectations
The vaccine push hit a bit of a speed bump Tuesday following news that Johnson
High Tech Depressions
US equities screamed higher Monday, even as the path to a pre-election stimulus deal remained
Waterloo And ‘The People’
“The White House might be less interested in enacting a $2 trillion deal if payments
Hypothetical, Tax-Related Selloff A Year From Now Would Be Good Buying Opportunity, JPMorgan Says
Looking for a reason to get bearish on US stocks in the fourth quarter of
Nomura’s McElligott Talks Post-Election ‘Right-Tail Risk,’ Return Of ‘The Ghost Of August’
Fiscal stimulus is the “new QE,” Nomura’s Charlie McElligott wrote Monday, editorializing a bit around
Goldman: Dollar May Head To 2018 Lows In Democratic Sweep
On the off chance you were confused as to what factors will influence FX over
Exercising Control
Investors come into the new week with scarcely more clarity on another round of US
Extraterrestrials
Larry Kudlow repeated a familiar talking point on Sunday: The US economic recovery doesn’t depend
Cash Quandary And The Risk Of ‘A Typical Downward Spiral’
Blue-chip US corporates may end up borrowing as much as $2 trillion in 2020, an
$2 Trillion In A Pandemic? Corporate America’s 2020 Debt Binge Has No Precedent
No, really. “Investors really can’t get enough high-grade corporate bonds,” Bloomberg’s James Crombie wrote late
Earnings Season Is Here
Assuming market participants can somehow focus on corporate fundamentals amid what is sure to be
Trump ‘Feels Great’ In Balcony ‘Blexit’ Event. Gets Coveted Taliban Endorsement
On Saturday, Donald Trump hosted what amounted to a mini-campaign rally from a balcony at
Wild Blue Yonder
If you ask me, one of the most amusing aspects of the evolving market narrative
The Stories We Tell Ourselves
Mohamed El-Erian, “with his decades of investing experience” (to quote Bloomberg), doesn’t think there’s any
‘So Many Things Could Go Wrong’
If it’s more evidence of the market’s growing conviction around a changing of the guard
Trump Now Says He Wants A Bigger Stimulus Deal Than Pelosi. But It’s Not Up To Them
Predictably, Donald Trump turned out to be totally unpredictable during his first week on the
72 Hours Later, ‘Art Of The Deal’ Produces $1.8 Trillion Concession
Less than 72 hours after declaring, in a series of irritated tweets, that stimulus talks
Are We Just Marking Time Until Rising Yields ‘Short-Circuit’ The Equity Rally?
Rightly or wrongly, the market appears to be pricing out Donald Trump. The 2016 experience
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