The ghost of August is calling, Nomura’s Charlie McElligott reiterates, in a Tuesday note largely
Author: therealheisenberg
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
‘The Top’ Is Near And The World Is Changing
The top in asset prices will come between the election and inauguration, BofA’s Michael Hartnett
Divining The Odds
The dollar slipped and stimulus talks remained in focus Friday as US investors hoped to
Maybe The Fed Should Just Let Stocks Crash
“It’s not that we have no tools. But the fiscal policy tools are much more
Albert Edwards Doubts Bond Selloff Has Legs. And That’s Good For The FAAMG Bubble
“The US equity market rally over the last few years, concentrated almost exclusively on FAAMG
One Bad Turn Deserves Another
“Optimism over a stimulus deal” — that’s what the financial media ran with on Thursday
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