“Chaotic.” That’s how JPMorgan analysts led by Marko Kolanovic described last week’s price action, torn
Category: Markets
Terminal Correction
I have some potentially distressing news for those who might’ve gone all-in on the notion
Is The Dow Trying To Tell Us Something?
Is the Dow’s relative underperformance versus the S&P in 2023 trying to tell us something
Three Stories For 2023’s Everything Rally
There are three stories driving the market in 2023 and those stories are “distinctly different.”
A ‘Challenging’ Path Forward
You wouldn’t know it to look at the outsized gains across benchmarks in 2023, but
Goldman Says Scope For Additional Stock Gains ‘Limited’ After Rally
Goldman is raising their near-term S&P target. Or perhaps it’s more apt to say they’re
Funds Trapped In ‘Doom Loop’ Amid ‘Spot Up, Vol Up’ Trade
Some unlucky folks on the buy-side might be trapped in a “doom loop” with little
‘Apocalypse Postponed’
If you’re looking for “signs of greed,” BofA’s Michael Hartnett sees one. He probably sees
AAA Letdown
Amazon averted a worst-case sales scenario during the final three months of 2022, results released
Groundhog Day
The first question Jerome Powell took during this week’s post-FOMC press conference related to the
Easy Money
Asked during Wednesday’s press conference whether easier financial conditions as a result of buoyant stock
A Little Bit Of Everything
The US consumer is feeling worse about the outlook, and the rate at which employers
Markets May Hit ‘Air Pocket’ Soon, Kolanovic Warns
Fade it. That’s the mantra among some of Wall Street’s most recognizable names when it
2023’s ‘Most Mispriced Tail Risk’
It’s unlikely that anything Jerome Powell has to say on Wednesday, following the conclusion of
