“Records were shattered on debt, GDP, and leverage”, SocGen’s Stephen Gallagher writes, recapping what will
Author: therealheisenberg
Thank God For The Technocrats
Equities seemed pretty sure-footed in the earliest trading this week, but separating signal from noise
Stocks Have Cleared Two Of Three ‘Key Challenges,’ JPMorgan Says
The good news is, we’ve cleared two of three key near-term challenges for equities, JPMorgan’s
Risk On In A Risky World
Global equities came into the new week looking for gains as risk appetite was buoyant
Trump’s Tax Returns Revealed. They Are A Disaster
Donald Trump paid no federal income taxes in 10 of the past 15 years, and
MMT Is From Venus
Analysts and, begrudgingly, mainstream economists, seem to be coming around to the notion that fiscal-monetary
The Most Vexing Quandary Of Them All
The September jobs report won’t be the only thing worth watching for market participants in
2 Americas And The Final Pre-Election Jobs Report
In the new week, markets will navigate top-tier data, geopolitical drama, and domestic discord in
Dear Stock Bulls: Don’t Fear The Inflation Monster
Will rising inflation weigh on equity prices via higher nominal interest rates? Spoiler alert: Probably
Trump Administration Sanctions China’s Top Chipmaker In Possible ‘Tipping Point’
Earlier this month, shares of Semiconductor Manufacturing International, China’s top chipmaker, plunged on reports the
Amy Coney Barrett, ‘Instant Celebrity’
Donald Trump lavished praise on Judge Amy Coney Barrett Saturday, when she was announced as
Counting Down To The Unknown
All’s well that ends with the Nasdaq posting its first weekly gain in four, I
Return Of The King
The dollar is back. Or at least it was for a week. A steadily declining
Goldman: S&P Can Trade Election Outcome Even If AP Doesn’t Call A Winner
Market participants’ concerns about the prospect of a contested US election are becoming more acute
One Week After Buying The Dip, Investors Run Screaming From US Stocks In 3rd Biggest Outflow Ever
One week on from the biggest inflow into equities since March of 2018, investors fled
To Hell And Back Again (And Why September Doesn’t Presage A ‘Big Bear Move’)
It’s been a wild year. How’s that for an understatement? Consider that nine months later,
Priorities
There’s plenty of time between now and the election for The White House and the
‘The Tendency Of Order To Degrade Into Disorder’: Kocic On An ‘Anything But Ordinary’ Election
US lawmakers on Thursday sought to reassure a nervous nation. For two centuries, America has
As Junk Bond Sales Smash All-Time Record, Outflows Suddenly Accelerate
In what looks like more evidence that September’s equity market tumult is spilling over into
‘Volfefe’ And The Peaceable Passing Of Power
If Donald Trump was trying to raise (more) eyebrows by refusing to commit, explicitly, to
Nomura’s McElligott Talks Short Gamma, ‘Robinhood YOLO’ing’ As Tech Heads For Worst Month Since 2008
Equities are unshackled this week post-last Friday’s quad witching expiry, and the “unclenching” effect from
Turkey’s ‘Stunning’ Rate Hike And The Folly Of Misreading Autocrats
Believe it or not, Recep Tayyip Erdogan let Murat Uysal hike rates on Thursday. Turkey careened
Rise In Jobless Claims Adds To Economic Concerns Amid Stimulus Stalemate
870,000 Americans filed for unemployment benefits last week, more than the 840,000 the market was
Tales Told By Idiots
“Lockdown lite” is the strategy in Europe for containing a second coronavirus wave. While stopping
Everything We Can Think Of
“I think this will end up in the Supreme Court and I think it’s very
Paper Tigers
As markets look warily ahead to the most consequential US election in modern history, it’s
Crazy Times, Brave Vol Traders, And The ‘God Forbidden Realization Of Chaos’
Crazy times On Tuesday, after a half hour search finally turned up my missing envelopes
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