Here’s something you don’t hear every day: A cautious take on bonds from Hoisington. Visiting
Category: Markets
US Rates Panic Again, As Fed Hawks Bleed Bonds
Traders bled the hawkish Fed narrative for everything it was worth on Thursday, as Jerome
In China, Confidence ‘Evaporates’
“We need to work together to defend people’s lives and health,” Xi Jinping explained on
What’s Next For Gold, Humanity’s Favorite Obsession
Gold. A shiny rock which, from time immemorial, has fascinated our simple species by virtue
Why The S&P May Have A Date With 4,000
One constant in an ever-changing market narrative is the notion that equities are one of,
Kolanovic Says Fed Rate Hike Pricing Now ‘Too Much’
Some of the acute imbalances that drove inflation in developed economies to generational highs may
A Bond Squeeze Could Save Stocks From Netflix Debacle
If bonds manage to rally, it won’t be a moment too soon. Netflix’s unfortunate quarter
Yen Sanity
The yen snapped its longest losing streak since 1971 on Wednesday, but a hodgepodge of
Netflix Stuns Investors. Sees Two Million Lost Customers
After the bell on Tuesday, markets witnessed what may be remembered as the first of
McElligott: Markets ‘Numb’ To Fed’s Neutral Noise
“Numb.” That’s how Nomura’s Charlie McElligott described market participants’ disposition vis-à-vis never-ending Fed banter centered
Marko Kolanovic Sees ‘Rare’ Opportunity Amid ‘Specific Macro Confluence’
“Sentiment and positioning are now too bearish, in our view,” JPMorgan’s Marko Kolanovic said Tuesday,
‘Largely Because Of Russia’: IMF Delivers Dour Outlook
Roll out the burning Earth collages. A day after the World Bank slashed its outlook
‘Stocks Don’t Lie’: Wilson Sees Troubling Divergence
Morgan Stanley’s Mike Wilson sees troubled waters. In itself, that isn’t unusual. Contrary to popular
Recurring Nightmares
There was news Tuesday. Specifically, old news masquerading as new news. Or recurring themes. Or
Goldman Asks: Will The Fed ‘Put Out the Housing Fire?’
Notwithstanding what one has to believe is an internal plan at the Fed to cool
Bank Of America ‘Chugs Along,’ Closing Book On Wall Street Earnings
Bank of America turned in a decent set of quarterly results Monday, and said it
Lost Lives, Lost Money. In That Order
Markets felt tentative and vacant Monday, as traders eyed a sparse docket in the US,
US Small Businesses Face Big Problems
Last week, markets were treated to the worst read on NFIB small business optimism since
US Rates In Search Of Consensus As Fed Leans In
“There’s no consensus on the inflation outlook, or prospect of one in sight,” Bloomberg’s Liz
Twin Bubbles And Something That’s Never Happened Before
So far, 2022 hasn’t been the best year for humanity. Ukraine isn’t the world’s only
Why Zoltan Pozsar’s ‘Bretton Woods III’ Won’t Work
A fairy tale. That’s what I called Zoltan Pozsar’s Bretton Woods III framework earlier this
Fed Researchers Channel Pozsar, Warn On Margin Calls, EU Utilities
“Pozsar proceeded to speculate on a tsunami of margin calls for market participants long physical
Strategist Who Nailed S&P Last Cycle Talks ‘Altogether New Regime’
“Our view has (always) been that crossing an imaginary red line can’t be a sufficient
No Bazooka: China Underwhelms With Timid RRR Cut
China cut the reserve requirement ratio for all banks by 25bps on Friday, in a
Is A US Recession ‘More Fear Than Fact’?
Not everyone agrees a US recession is “inevitable,” as Bill Dudley put it a few
The Gods Musk Be Crazy
Analysts, reporters, investors and netizens in general spent most of Thursday asking (and answering) questions
Traders Rescue Goldman, Morgan As IB Suffers Equity ‘Standstill’
Morgan Stanley fell short in investment banking during the first three months of the new
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