Inflation has become “an obsession” for many market participants, Morgan Stanley’s Mike Wilson wrote, in
Category: Markets
Jamie Dimon Doesn’t Know What It Means To ‘Hustle’
I try to stay above the proverbial fray. For four years, I dabbled in social
A Familiar Tale
ISM manufacturing came in stronger than expected for May, while price pressures appeared to come
Something About The Best Laid Plans
Sentiment seemed upbeat as June dawned, underpinned by expectations for a summer defined by robust
The Case For Ethereum
While ETH and BTC seemingly aim to solve different problems – one can view ETH
Why Bother?
Just in case it wasn’t clear enough, the OECD on Monday reminded the world that
Beijing Has Seen Enough Yuan Appreciation
China has seen enough yuan appreciation. On the heels of a virtually uninterrupted rally, the
Smooth Lines
In the week ahead, traders will be keen to parse May payrolls for clues as
The Reality Of Distorted ‘Expectations’
Is the inflation narrative about to lose traction? That’s a subject I broached (or, more
Can I Interest Your CFO In A Stablecoin Deposit?
Bitcoin is volatile. That’s perhaps the only thing crypto proponents, detractors and everyone in-between can
A Rather Strange Place
Another week went by and the title and subtitle atop my simple, daily chart of
Slow Motion, Flow Motion
US equities managed a weekly (and monthly) gain as Americans looked forward to a long
Spontaneous Combustion
Consumers are “spontaneously” referencing higher prices at a rate never before witnessed, according to the
It’s Official: Erdogan Gets New Record Low For Lira
It’s official: Recep Tayyip Erdogan succeeded in vaporizing all of the lira’s gains logged under
Since 1992
Personal incomes fell less than expected in April, data out Friday showed. Incomes dropped 13.1%
Over-Egging The Pudding
Here we go again with the stories. On Thursday afternoon, US equities were purportedly nervous
It’s Too Late To Sell!
It’s too late to sell! I’m just kidding. Or maybe not. It depends on who
Joe Biden’s Bajillion-Dollar Budget: How To Think About It
For the next several days, the media (in general, not just financial portals) will be
What If Bitcoin Just Never Matters?
When Ray Dalio told CoinDesk’s Chief Content Officer that he (Dalio) owns “some Bitcoin,” the
Data Plays Along As US Economy Looks For Summer ‘Boom’
406,000 Americans filed for unemployment benefits last week, a fresh pandemic low and 38,000 fewer
Elizabeth Warren, Jamie Dimon And The Shtick Trap
I like Elizabeth Warren. And I think you should too, where “you” means the vast
Albert Edwards: Market Is Blind To Deflationary Impulse From China
Last weekend, in “Dairy Aisle,” I talked a bit about the nexus between market expectations,
Commodities And Crypto (What Else?)
Fresh headlines Wednesday underscored the notion that governments are keen to rein in commodity prices
Tell Me A Story
With the exception of sessions when the catalyst is obvious, “explanations” for a given day’s
Nomura’s McElligott Saw ‘Potentially Important Inflection’ This Week
Early this week, vol markets witnessed “a potentially important inflection,” Nomura’s Charlie McElligott said, in
US Consumers Less Giddy As Stimulus Wanes
Consumer confidence posted a slight miss for May on the Conference Board’s gauge, perhaps underscoring
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