Goldman joined the ranks of those predicting four Fed hikes in 2022, as Wall Street
Category: Markets
Boring Old Profits
Lost in the fog of a nascent, Fed-inspired rates tantrum is the imminent onset of
Rates Tantrum Pulls ‘Year-End’ Forward By 51 Weeks
One amusing — if somewhat trite — takeaway from last week’s fireworks in the bond
Bond Blowup Meets Inflation Report In Early 2022 Reckoning
All eyes will be on US rates in the new week, as 2022’s burgeoning bond
Fed’s ‘Remarkable Turn’ Puts Big Red Circle Around March
“We’re at a point in time where we need to adjust policy,” Mary Daly said
Peak Apple? And FAAMG As World’s 3rd Largest Country
“I never thought I’d see a $3 trillion market cap,” one incredulous PM said this
Rate Shock Shakes Wall Street Money Tree
The 2022 rates shock is here. Already. Maybe it’ll be gone before most market participants
The Bears Have It (And A Word On Crypto’s ‘Crash’)
For months, BofA’s Michael Hartnett warned that the first half of 2022 would likely be
Keeping Up With The Waltons
More pressure on the Fed to hike rates. That was the consensus takeaway from the
Wild Jobs Miss Comes With Super-Hot Wages, 3.9% Unemployment
The US economy added just 199,000 jobs last month, the government’s hotly anticipated December payrolls
2022’s ‘Most Underappreciated Risk’ As Euro-Area Inflation Hits Record
Inflation in Europe was supposed to slow in December. It didn’t. Prices rose a record
The Hidden Risk From QT 2022
The extension of 2022’s burgeoning rates selloff in the wake of the December Fed minutes
‘End Of An Era’: Sea Change Seen In Abruptly Hawkish Fed
Risk sentiment took a hit Thursday, as global equities responded to a Fed which, by
Verbose And Ill-Organized
A picture of a despondent looking floor trader was situated next to a file photo
Ray Dalio And The Folly Of Claiming Too Much For Oneself
“At the risk of boring you by repeating myself,” Ray Dalio began, in the first
Where We Are, And What (May) Be Coming Next
There’s quite a bit of nuance to the US rates story. As I’ve attempted (with
Another Chinese Tech Wipeout Underscores Hidden Risk
Hong Kong’s inauspicious start to the new year continued Wednesday, as tech shares were bludgeoned
Goldman On How Bitcoin Gets To $100,000
Bitcoin came into 2022 nursing what, for any regular asset, would count as a grievous
Explaining 2022’s Burgeoning Bond Bear
By Tuesday afternoon in the US, “Treasury selloff” had replaced “stock rally” in headlines documenting
A Record 4.5 Million Americans Quit A Job In November
4.5 million Americans quit their jobs in November, 370,000 more than the previous month and
‘Something That Resembles Normal’
Perhaps there’s a light at the end of the tunnel after all. Two key gauges
‘Confident, Hungry Bulls’ And One Very Rich Man
“Stay bullish,” that was the message from JPMorgan’s Mislav Matejka on Tuesday. “Positive catalysts are
Message To Active Managers: ‘Alpha Potential Always Exists’
Late last month, while revisiting the idea that US equities are a “perpetual motion machine”
Stocks May Enter ‘Prototypical Feedback Loop’
Systematic strats and the vol-control universe are “in motion” as 2022 gets underway, Nomura’s Charlie
Why Smaller Gains May Hold The Key For Stocks In January
Early Monday, in “Stocks May Enter ‘Prototypical Feedback Loop,’” I outlined familiar dynamics that could
‘Mad Cult’ Of Erdogan Begets Impossible Inflation Surge In Turkey
“We’re cutting interest rates. And we will all see how inflation will start falling within
Tesla Looks To Electrify S&P As Engine Starts On 2022
Notwithstanding a somewhat unfortunate smattering of headlines out of Hong Kong, risk sentiment was buoyant
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