The ‘Boris Bounce’ Lives! ‘Decisive Change’ In UK PMIs Stokes Confusion Around Expected BOE Cut
It’s now a coin flip – basically.
Category: Markets
Euro-Area PMIs Are Rorschach Test In January
No recession, but don’t bet on a “V-shaped” recovery.
Superbug, Superbull
But what is a “cycle” that doesn’t turn? Not a “cycle”, that’s for damn sure.
Nomura’s McElligott Takes Victory Lap As Markets Ponder Return Of ‘Duration Infatuation’
Back to the future, as “slow-flation” trades are once again en vogue.
Markets Look To Lagarde For ECB Strategy Review Details As Japanification Sets In
Mitigating ‘Japanification’ is all that matters now.
‘Rampant Panic’ In China, As Stocks Plunge In Worst Pre-Holiday Trade On Record
The China-US “equity ratio” appears to have tagged the lowest point since 2005 on Thursday.
Outbreaks And Tech Melt-Ups
A news anchor reads them, above static: “Stocks edged higher in volatile trading”…
The Crucial Nuance Behind Bridgewater Co-CIO Bob Prince’s ‘Boom-Bust Cycle Is Over’ Declaration
“Bob, you’ve just it twice, and I’m still surprised”.
Pros, Retail Investors Alike Seen Maxed Out In Bubbly Bull Run
“You’re on 10… where can you go from there? Nowhere. Exactly”.
Markets ‘Still Insulated From Shocks’, Nomura’s McElligott Says, Amid Virus Scare
Lions, tigers, bears… it hasn’t mattered.
Dip-Buyers Battle Deadly Virus For Control Of Wary Markets
“I would expect a lot of people are looking to buy”.
Paul Tudor Jones In Awe Of ‘Crazy Times’. Says Bull Has ‘Long Way To Go’ Unless Wuhan Virus Kills Us All
“There’s no vaccination. There’s no cure”.
As Markets Sweat Wuhan Virus, Here’s Where The S&P Is Headed According To $740 Billion In AUM
“Pneumonia apocalypse” wasn’t a box that was available to check.
Don’t Say It, Ray! Dalio Reprises Infamous ‘Cash Is Trash’ Call, Raising Specter Of 2018 Rout
“Do you ever have déjà vu, Mrs. Lancaster?”
‘This Really Isn’t Complicated’: Relentless Tech Rally Prompts Calls For ‘Nasty’ Pullback
There’s a silver lining, though.