You should have bought the dip. US equities turned positive for the week on Thursday,
Author: therealheisenberg
Bond Rout Inspires ‘Delayed Taper Tantrum’ Banter
The FOMC event risk has passed. That was one obvious explanation for Thursday’s equity rally
US Economy Decelerates. Growth Seen Slowest In A Year
Activity in the world’s largest economy decelerated this month, preliminary PMIs for September suggested. Flash
Jobless Claims Jump As Benefits Question Pondered
351,000 Americans filed for unemployment benefits last week, more than expected. The market was looking
Fly Hawks, Fly
We have liftoff! In Norway. As expected, the Norges Bank hiked rates Thursday, becoming the
‘Prepare For The Storm’: China Preps For Evergrande Failure
Evergrande received a “broad set of instructions” from Chinese regulators in a recent meeting, during
Inflation, Dots And ‘Sustaining The Public Trust’
“Policy will remain accommodative,” Jerome Powell said Wednesday, just before taking questions from reporters following
Taper May Come ‘Soon,’ Fed Divided On 2022 Rate Hike
The Fed on Wednesday moved closer to announcing a timeline for tapering monthly asset purchases.
The End Of The Equity ‘Super Cycles’
Earlier this week, while documenting yet another sobering, if not totally depressing, outlook piece suggesting
‘Financial Limits’ Hit Home For US Homebuyers
Existing home sales dropped 2% in August, while prices rose sharply from last year, a
Window For Fireworks May Shut Without Hawkish Fed
If you like excitement (where “excitement” means harrowing drawdowns and vol events conducive to bombastic
Evergrande Buys Time. With No Money
Sentiment improved (at the margins anyway) on Wednesday after Evergrande’s onshore property unit alluded to
Evergrande Makes Lehman Trend Again
The market “is signaling that it’s fretting over more than Evergrande,” one headline read, on
A Skewed Up World
Over the past several months, there’s been no shortage of banter about extremes in various
‘The Vol Event Is Dead. Long Live The Vol Event!’
I spent most of Monday going on about vol-sellers and whether they would or wouldn’t
Amid ‘Lehman Moment’ Debate, Evergrande Faces Ponzi Innuendo
Equities looked to stabilize Tuesday after a somewhat harrowing day on Wall Street, where stocks
JPMorgan: We See The Selloff As A Dip-Buying Opportunity
While only time will tell whether Monday’s selloff on Wall Street was just another blip
‘We’re At The Opposite End Of A Stock Super-Cycle’: Goldman
Earlier this month, while raising their year-end target for the S&P, BofA suggested US equities
If This, Then $137 Billion Of ‘Hard Mechanical Deleveraging’
Nomura’s Charlie McElligott wasn’t surprised. “Who woulda thunk it?!”, he asked, rhetorically, as risk assets
Markets ‘Shocked’ As China Hard Landing Risk Grows
It doesn’t take much to “shock” folks these days. “A big week for global markets
Contagion: Evergrande Drama, Property Curbs Hit Markets
Fears of a “moment” in China roiled global markets Monday. The question is what kind
How To Solve The Fed’s ‘Embarrassing’ Ethics Problem
When Jerome Powell takes questions from the press after this week’s critical Fed meeting, monetary
What To Expect From This Week’s Crucial Fed Meeting
Thread the needle. That’s Jerome Powell’s task this week. In his post-FOMC press conference, Powell
Do We Even Want Good News?
Someone summarized the prevailing market conjuncture better than I’ve been able to. But that feat
Climbing The ‘Worry Free Wall’
Don’t call it a “selloff” yet. After two straight weekly declines and losses in eight
Why ‘We Gotta Avoid’ A Big Down Day Next Week
Thanks to the worst session for the S&P in a month, US equities logged a
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