The immediate post-election trade was defined by a “blue fade“: Renewed enthusiasm for tech, no
Category: bonds
No Surrender
US equities stormed higher for a fourth day Thursday, bringing gains on the week to
‘This Only Means One Thing’: Albert Edwards On The US Election
Predictably, Donald Trump sued everyone in sight this week, even before Joe Biden reached the
The Day The Earth Stood Still
Donald Trump appeared poised to put up a legal fight in the event some combination
The ‘Blue Fade’ Trade
Wednesday was all about fading the “blue sweep” narrative, as overnight price action spilled over
Markets Showed Blue Sweep Bias Into Vote Count As Trump Predicted ‘Victory’
Markets generally retained what felt like a “blue sweep” bias across the Election Day cash
‘Unfathomable Consequences’
The last full week of trading before America’s date with what some still fear will
Sell The Stocks. But Don’t Take The Bonds. Or The Cannoli
Blame the virus, blame lockdowns in Europe, blame positioning, or blame your favorite election narrative.
What Matters
Markets are plagued (figuratively and literally) with ominous headlines around a second COVID wave. France
Watching, Waiting, Hoping
Traders are staring down a data-heavy week ahead of Election Day in the US, as
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.
Faux Deadlines
The stimulus “deadline” in the US on Tuesday turned out not to be a “deadline,”
‘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
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
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
Divining The Odds
The dollar slipped and stimulus talks remained in focus Friday as US investors hoped to
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
The Most Dangerous Place In The Country
“It’s hard to see any clear, sane path on what he’s doing”, Nancy Pelosi told
Nomura’s McElligott: Market Is ‘Full-Throttle Embracing Biden, Blue Wave’
Price action on Monday was indicative of a market “going full-throttle” in its “embrace of
(Don’t Fear) The Reaper
On Monday afternoon, Donald Trump did precisely what many feared he might in the event
Did Markets Start Pricing Out Donald Trump On Monday?
“We’re still optimistic based on his unbelievable progress”, Mark Meadows said Monday, during remarks to
Ambiguous Ambiguity
When it comes to US equities and a prospective Joe Biden administration, the debate has
The Most Vexing Quandary Of Them All
The September jobs report won’t be the only thing worth watching for market participants 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
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