Surveillance capitalism operates through unprecedented asymmetries in knowledge and the power that accrues to knowledge.
Category: Markets
Rolling The Dice On A Falling Knife
Who’s inclined to catch a falling knife? Not me, I’ll confess. Or at least not
Why JPMorgan Sees A ‘Near-Term Stock Rally’
Stocks are likely to rebound this week amid rebalancing, hedging dynamics, incremental buyback flow and
PBoC Forced To Intervene As Yuan Losses Turn Disorderly
The PBoC stepped in to stanch profuse bleeding in the yuan Monday, after the currency
Chinese Stocks Collapse As Beijing Situation Turns ‘Grim’
Fears of a Shanghai-esque lockdown in Beijing undercut already fragile risk sentiment Monday, sending global
Traders Face Daunting US Data Docket Amid Fed Silence
Whatever void is left by the absence of Fed banter in the new week will
No Doves Allowed
Weary investors can look forward to a short break from escalatory Fed rhetoric. Officials are
A Currency War May Be Coming To Asia
Have you considered the possibility that the dollar is on the brink of a “super
Cathie Wood Keeps The Faith
Inflation is about to peak. Then, it’ll fall rapidly. Said nobody, anywhere. That macro narrative
The Simple Reason US Stocks ‘Need’ To Fall Another 15%
Monetary policy works on a lag, but over and over again in 2022, the Fed
BofA: ‘The Era Of Higher Volatility Has Begun’
Despondent investor psychology and ostensible evidence of “peak inflation” aren’t a bad setup for a
‘Violent’ Rates Shock Is ‘Gut Punch’ To Staggering Stocks
When you think high drama, you don’t generally think data-less Friday in April. But these
Why One Bank Now Expects Two Huge Fed Hikes In A Row
On the heels of Jim Bullard’s trial balloon, and amid unrelenting hawkishness from other officials
Albert Edwards On ‘The Biggest Story No One Is Talking About’
“No one” is talking about “the biggest story.” But don’t worry. Albert Edwards has you
Lagarde Asks ECB Officials To Wait Before Criticizing Policy
Christine Lagarde politely (or perhaps no-so-politely) asked her colleagues at the ECB to wait a
Hoisington Slams Fed ‘Disaster,’ Hedges Bullish Bond Call
Here’s something you don’t hear every day: A cautious take on bonds from Hoisington. Visiting
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
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