Assuming US stocks “wanted” to go quietly into the weekend, the final US presidential debate
Author: therealheisenberg
Apprehension And Irony
US markets felt apprehensive Thursday. If that’s an accurate read, it’s understandable. The timeline on
America’s New Housing Bubble Is Terrifying And Comforting All At Once
It’s hard to know whether to cheer or shudder at ongoing signs of strength in
Gods Don’t Bleed (But Albert Edwards Isn’t So Sure)
Don’t doubt the gods. That was the lesson learned over the summer of our discontent,
As Spain, France Top 1 Million Virus Cases, Half Of European SMEs May Be Gone In 12 Months
The COVID containment effort is in shambles across Europe, where officials are now grappling with
Indecipherable Data Shows Jobless Claims At Lowest Of Pandemic Era
“Just” 787,000 Americans filed for unemployment benefits last week, considerably better than the 870,000 economists
Running Interference
The mood was somewhat sour Thursday ahead of the last US presidential debate. Reports that
‘Buying No Matter What’: Risk Aversion And The Ghost Of 2016
Perhaps market participants are too comfortable in the assumption that Joe Biden will prevail next
Back To The Twilight Zone: Companies Get Paid To Borrow During Pandemic
Nothing gets the crowd going quite like negative rates. “Perversion” is a term that invariably
Tail Risks Of The Reconstruction: Nomura’s McElligott, BMO, Goldman Talk Rates, Stimulus, Election Nexus
If everyone else zigs, you may want to zag — at least for a hedge.
Sell Your 92-Year-Old Tree-Trimming Business Before It’s Too Late!, Investment Bankers Shriek
Sell it now before it’s too late! Apparently, that’s the pitch bankers are making to
Faux Deadlines
The stimulus “deadline” in the US on Tuesday turned out not to be a “deadline,”
‘That’s The Plan’: Pelosi, Mnuchin See Stimulus Deal By Saturday, But Senate Hurdle Remains
Predictably, market participants were inundated with stimulus headlines after the closing bell Tuesday, as a
Netflix Results Point To End Of Pandemic Bump
Is the pandemic bump over? That’s one question investors will want answered from big-cap US
‘We Should Have Done Something. But I’m Not Optimistic’
Nancy Pelosi stoked stimulus optimism Tuesday during remarks to Bloomberg Television just hours ahead of
‘OK, Google, Call The Lawyers’
Months in the making, the Justice Department’s antitrust case against Google is set to go
Mitch, Please…
Donald Trump on Tuesday doubled down on the notion that he can cajole Mitch McConnell
This Is No Lehman. Meet Me At Dave & Buster’s!
There’s talk of “lockdowns 2.0,” which I suppose is market parlance for politicians’ latest efforts
Nothing Is A Panacea
Tuesday was the ostensible “deadline” for The White House to meet Nancy Pelosi’s demands if
One Bad Red Hed (Where The Two Americas Meet)
“On balance, I am comfortable with our current policy stance,” Atlanta Fed boss Raphael Bostic
Stranger Than Fiction: Trump Calls Fauci A 500-Year-Old ‘Idiot’ On A Recorded Phone Call
Satire is dead. It’s a common refrain heard across social media and echoed by journalists
‘It’s Running Out’: Yellen, Chase Researchers Say Americans May Be Tapped Out
“Monetary policy has already done a huge amount,” Janet Yellen said Monday, speaking in an
Why The Size Of A Senate Majority Is ‘More Important Than Ever’ And The Fate Of The Filibuster
When you think about the economic and market implications of a prospective Democratic sweep in
Boilerplate Lines, Pernicious Canards
Stop me if you’ve heard this one before: US equities came into the new week
China’s Economy Grew Less Than Expected In Q3, But September Activity Data May Carry The Day
“Unscathed” isn’t the right word. Neither is “resilient.” Rather than cycle through my mental Rolodex
48 Hours, Two Minutes, Many Numbers
“If you said a trillion-eight, if you said 2 trillion, if you said 2 trillion-two
It’s Not Going Away. And There’s No Going Back
The US and Europe have now seemingly lost control of the virus — again. Although
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