As noted here last week, not all market participants have reason to concern themselves with
Category: Duly Noted
Americans Are Richer Than Ever. In Aggregate Anyway
Looking to explain the befuddling resilience of the US consumer? Look no further than the
Money Market Fund Assets Soar, Hit New Record Above $5.62 Trillion
Money market funds saw the largest inflows in two months in the week to September
Hawkish At The Margin
If last week was all about cooperative macro data in the US, this week’s sparse
‘Bigger For Longer’: Will Today’s Tech Titans Be Around In 50 Years?
If this summer’s heat wave and accompanying series of natural disasters were any indication, the
Is Mega-Tech A Bubble? (Probably Not)
Are US tech shares a bubble in 2023? If you can answer that question correctly,
Street’s Most Recognizable Bear Warns Of Unspecified ‘Event’
If you’re wondering whether Morgan Stanley’s Mike Wilson is prepared to turn bullish on US
Renewed RRP Decline Is Sigh Of Relief In Some Corners
The trajectory of daily balances in the Fed’s RRP facility remains a focal point for
Post-Labor Day Corporate Debt Bonanza Seen At $120 Billion
This isn’t going to win me the Pulitzer, but as someone who talks all day
US Equity Funds Returned To Inflows In Late August
US equities returned to inflows as the curtain closed on an August to forget for
Money Fund Assets Hit Another Record. RRP Lowest In 17 Months
Money market funds took in $14.37 billion in the week to August 30, data released
A Brief History Of 2023’s Macro Narrative Stop-Outs
Keeping track of the macro zeitgeist in the post-pandemic world can be difficult. To the
GDP Revisions Hammer Home ‘Bad Is Good’ Message
It’s all going according to plan. Famous last words, I know. GDP revisions released on
Remote Work May Leave 267 Million Square Feet Of Office Space Vacant
How durable is the shift to remote work? And how pronounced is the impact of
Embrace The Slowdown
If there were questions as to whether we’re living in a “bad news is good
The US Labor Market Is Normalizing. Thank Immigrants
Reasonable (and unreasonable) people can disagree about the proper course of US immigration policy, but
Checking In On The Taiwan Canary
If you care at all about the fate of the world, you should be concerned
US Stock Funds Suffer Largest Outflow In Months
US equity-focused ETFs and mutual funds saw the largest outflow since mid-May over the latest
Money Fund Assets Loiter Near Record. RRP Drain Stalls
An uneventful update on money market fund flows found total assets slipping from record highs
The $20 Billion Sell Flow Behind Thursday’s ‘Counterintuitive’ Stock Plunge
Stocks were supposed to rally if Nvidia delivered another blockbuster set of results. Nvidia held
The Numbers Behind A Possible China ‘Lehman Moment’
Whenever there’s trouble in China, the media conjures Lehman. “China Needs A Lehman Moment” or
The Dominance And Impact Of 0DTEs In Two Simple Charts
You’ve heard it again and again. Or at least you have if you frequent these
What The ‘Smart Money’ Is Up To
Hedge funds shifted towards cyclicals during the second quarter and began Q3 the least underweight
‘There Is No More Fear, Only Complacency,’ Kolanovic Says
“There is no more fear, only complacency.” So said JPMorgan analysts led by Marko Kolanovic on
Window For Stock Pullback May Close Without More Fireworks
Why were US equities able to pull back? Put differently: Why was the door open
Cash, Bonds Or Stocks?
We’re probably in ad nauseam territory by now when it comes to the “cash as
US Stock Funds See Largest Outflow In Months As Sentiment Turns
US equity-focused ETFs and mutual funds just saw their largest one-week outflow since mid-June. The
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