Mainstream media outlets leaned on old faithful to explain another dizzying session for US equities,
Category: Markets
Mike Wilson’s Slowdown Call Plays Out To Perfection
Last week’s equity rout in the US was “especially vicious” and suggested stocks have entered
Key Factory Gauge Misses Badly, Perpetuating US Growth Panic
The first of this week’s top-tier US data disappointed. Traders and investors are on high
The Simple Case For A Near-Term Stock Bounce
There’s a decent case to be made for a near-term bounce in US equities coming
Mispriced Duration And The ‘Otherside’ Of Rising Rates
“Facebook and PayPal seem to have reached valuations attractive to GARP investors and even some
Jobs Report, Refunding, ISM Confront Fed-Obsessed Traders
Jerome Powell is undoubtedly the focal point for markets in the new week. The FOMC
Fed’s Biggest Rate Hike In 22 Years: What To Expect
The Fed will deliver the largest US rate hike in decades this week, as Jerome
‘Recession? OK, When?’ A Skeptic Entertains The Doomsayers
Two weeks ago, one equities strategist asked if US downturn worries were “more fear than
Buffett, Munger Play The Hits After $40 Billion Buying Spree
Warren Buffett finally found something to buy besides his own shares. A string of investments,
Slow Oil Ban Is Latest Idea In EU-Russia Coordinated Decoupling
The EU may be poised to unveil a ban on Russian crude. But it’ll be
China Activity Gauges Plunge As Lockdown Hit Revealed
You know things aren’t going well in China when even the official numbers are bad.
Amazon’s Very Bad Day And McElligott On Friday’s Selloff
A very bad month for US equities closed on a decidedly dour note Friday, when
Nabiullina Spurns Kremlin, Rules Out Ruble-Gold Peg
On Friday, Elvira Nabiullina cut Russia’s key rate for the second time since an emergency
BofA’s Hartnett Talks ‘Pain, Exit’ Level After ‘Just Awful’ Month
Stocks may be the best inflation hedge on the board, but measured in real terms,
Politburo Promises Trigger Another Raucous China Rally
For the second time in six weeks, officials in Beijing managed to engineer a rally
Apple, Amazon Results Leave Macro Questions Unanswered
Amazon delivered disappointing revenue guidance after the bell Thursday, underscoring the notion that even the
The Illusion Of A Stock ‘Market’
So far, 2022 is a macro tragicomedy. I’ve long suspected my penchant for describing various
US Economy Moves To Brink Of Recession
The US economy contracted at a 1.4% annualized rate during the first three months of
Bank Of Japan Throws Gas On Burgeoning Asia FX War
It was all about the yen on Thursday, when the Bank of Japan surprised markets
Of The Fed, We Now Demand The Impossible
The Fed is attempting to do the impossible. That characterization could be applied to any
Bassman: This Is ‘Let Them Eat Cake’ Economics
This rhymes with our present-day financial aristocracy arguing over which First Cru French Chablis is
Goldman On Russia’s Gas Halt: ‘This Raises The Stakes’
The physical impact of Russia’s move to halt gas flows to Poland and Bulgaria is
‘Unacceptable’ Russia Gas Cuts Force EU Energy Reckoning
The EU is “prepared” for a scenario in which Vladimir Putin threatens the bloc’s energy
Deutsche Bank Stunner: ‘We Will Get A Major Recession’
Starting last year, Deutsche Bank began publishing a new series of papers dedicated to furthering
Fed May Have Just Two Hikes Left, SocGen Quant Suggests
Market pricing for Fed hikes went into overdrive late last week, when tail hedges for
US Home Prices Rose Most Ever On Eve Of Rate Surge
A key gauge of US home prices notched another new record, data out Tuesday showed.
China Tried To Talk Stocks Higher. It Didn’t Work
The PBoC ran up against the law of diminishing returns Tuesday, when an attempt to
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