Who’ll be the biggest buyer of US equities in 2024? If you said “Well corporations,
Category: Duly Noted
Leave The Stocks, Take The Gold
On the heels of a blockbuster inflow the prior week, US equity-focused ETFs and mutual
Money Market Funds Bleed $62 Billion
Money market funds hemorrhaged cash in the week to March 20, according to the latest
A Word On Jay Powell’s ‘Failure’ To Arrest The Stock Rally
Following his press conference on Wednesday afternoon, Jerome Powell caught some criticism from the peanut
Can Vol Stage A Comeback?
They’re hedging downside again. A little bit anyway. For months, the options space was defined
Why The Fed’s Dot Plot Update May Be A Red Herring
Is the obsession over the Fed’s dot plot refresh this week overdone? Yes. Surely. Because
In Rates, An Eerie Calm?
In the context of this week’s event risk, it’s worth taking a moment to highlight
Why One Bank No Longer Favors US Stocks Over European Shares
JPMorgan’s “neutralizing” US equities. I’ve never seen the action verb form of “neutral” used quite
Money Market Fund AUM Soars. BTFP Usage Jumps In Last-Gasp
Another week, another sizable inflow to money market funds. And another new AUM record. Money
Wall Street’s Biggest Bull Shines Spotlight On AI ‘Virtuous Cycle’
In the course of doubling and tripling down on what counts as the most bullish
Asking Rents Jump Amid ‘Very, Very Difficult’ US Housing Situation
Earlier this month, during his testimony on Capitol Hill, Jerome Powell said the US housing
Kolanovic Sees ‘Rally Exhaustion’ While Subramanian Says Bull Market ‘Has Legs’
JPMorgan analysts led by Marko Kolanovic are undeterred in their defensive model portfolio allocation. If
It’s All Relative: Magnificent 7 ‘Not Overvalued,’ One Bank Says
Is the “Magnificent 7” overvalued? If you’re exhausted with that query, you’re not alone. I’m
Global Equity Inflows Strongest In Two Years Amid Rally
Equity-focused ETFs and mutual funds saw a seventh week of inflows amid what some describe
Money Fund Assets Scale New Record. RRP Usage Falls Further
Money market funds raked in another $18.65 billion in the week to March 6, an
A Word On America’s New Debt Milestone
The Fed keeps insisting, in some cases against the evidence, that rate hikes are working
The Meme Stocks Are All Skewed Up
The rally on Wall Street, which looked poised for a breather on Tuesday, may or
Behind The ‘Bubble,’ Surging Cost Of Capital Forces Investor Rethink
Rally skeptics and those with an affinity for crash prophecies spent the last couple of
Kolanovic Sticks With It: Markets ‘Vulnerable To An Accident’
Marko Kolanovic’s sticking with it, where “it” means a cautious approach to frothy markets. In
BofA Raises S&P Target. Inflows To US Equities Continue
You didn’t need to be a gifted tasseographer to read between the lines last week
Money Market Fund AUM Soars To Staggering $6.06 Trillion
US money market funds saw their second-largest inflow of 2024 in the week to February
The Vol Regime In Six Easy Bullet Points
Stocks are reluctant to hold a selloff. In fact, we’re back in a regime where
‘An Incredibly Surprising Result’
I’ve been on (and on and on) about the extent to which windfall interest income
The Fed Put’s Alive And Well
Last month, I spent some time editorializing around a 2024 outlook piece which echoed many
Is Nvidia Surge A ‘Blow-Off Top?’ If So, What’s Next?
Are we witnessing a “blow-off top” in equities? To answer that, we have to define
Inflows To US Stock Funds Accelerate Amid AI Frenzy
US equity-focused ETFs and mutual funds saw their largest inflow of the year over the
Money Fund AUM Slips Second Week As Great MMF Debate Continues
This week’s money market fund flows update was mostly uneventful, although it was notable for
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