Barring some manner of good news on the geopolitical front, it’ll be another challenging week
Category: Markets
Go With The Flows
Stocks should be fine. Sort of. That’s a (deliberately) colloquial way of summarizing Goldman’s take
This Is Not A Drill
This is not a drill. That’s the message emanating from economists, policymakers and analysts who,
Something Wicked This Way Comes: Redux
Back on January 14, in “Something Wicked This Way Comes,” I wrote that “it’s becoming
We Built The World Wrong
Two days after publication, Zoltan Pozsar’s latest “dispatch” was still circulating and otherwise prompting discussion
Flows Just Turned ‘Recessionary’
“Recessionary.” That’s the word BofA’s Michael Hartnett used to describe a somewhat inauspicious juxtaposition in
Retail Investors Are Still Buying, Goldman Says
Contrary to the notion that retail investors may have lost some of their joie de
Zoltan Pozsar Has An Idea…
“We need a Volcker moment,” Zoltan Pozsar declared, in a positively rollicking note published February
Disappearing Playgrounds
The playground is shrinking. In fact, it just disappeared. Over the past several weeks, market
McElligott On Market’s ‘Reservoir Dogs Standoff’
The standoff in eastern Europe is a “buzzkill” for what may have otherwise been a
Danger: Tape Bombs
First, Russian-backed separatists claimed Ukrainian forces fired mortars, heavy machine guns and grenade launchers. Then,
Indecision Time
To be sure, the January Fed minutes were stale. Quite a bit transpired since last
Harley Bassman: Rates Are Flashing ‘Warning!’
Us University of Chicago monetarists have been warning for a decade that the Fed’s helicopter
Where’s The Powell Put? $1.1 Trillion Answers
We all know the vaunted “Fed put” is struck far lower than it was before
Bear Sightings On The Rise In Key Survey
“We remain bearish,” BofA’s Michael Hartnett said, in the second bullet point atop the February
Huge PPI Overshoot Suggests Inflation Isn’t Moderating
US producer prices rose far more than expected in January, closely-watched data out Tuesday showed.
‘Without A Single Shot Fired’?
Risk sentiment improved markedly Tuesday on reports that “some” Russian troops and armored vehicles returned
Only Jim Bullard Can Save Us Now
“Our credibility is on the line here,” an unapologetic Jim Bullard said Monday, reiterating concerns
Inflation Has Peaked. Time To Obsess Over Growth
It’s time to worry more about growth than inflation. Or, at the least, to consider
‘Outright Recession’: Wilson Warns On ‘Polar Vortex’
Sometimes (ok, quite often), it pays to think counterintuitively. Late last week, when the White
Markets In Crisis Mode As Ukraine Worries Spiral
Global risk sentiment was severely impaired to start the new week, as concerns over a
Ukraine, Not Fed, Caused Wild Stock Swings, One Bank Suggests
This week has the potential to be another minefield for traders and investors. Just like
For Weary Markets, No Respite
Those weary of inflation banter and Fed speculation will get no respite in the new
‘Inflation, Disease, War’
“World’s top economies confront inflation, disease, war,” one Sunday headline read. When G-20 finance ministers
$50 Billion Cash-For-Stocks Swap Belies Fed Panic
Investors pulled billions from money market funds in the four weeks through mid-February, a period
Goldman Cuts S&P Forecast Citing ‘Dramatic’ Fed Shift
Thanks in part to solid fourth quarter results, US equities “found their footing” following a
Whatever It Is, We Know What It Ain’t
Admittedly, lampooning “transitory” or otherwise reiterating just how wrong policymakers turned out to be on
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