“Tomorrow will make one year since the coronavirus was declared a public health emergency by
Category: Markets
Dead Cat Tech Bounce
The rebound in tech shares and other pandemic winners fizzled Wednesday, perhaps suggesting the correction
Hyperinflation Postponed In US
If a relatively bland inflation print was desirable for market participants concerned about the possibility
Churn And ‘The Absence Of Conviction’
“Churn” now seems inevitable. Tech, stay-at-home favorites, and pandemic winners will look oversold to salivating
‘Mock Starket’ (Meanwhile, In China)
A day after state-backed funds intervened to stanch the bleeding in mainland Chinese stocks, Weibo
Revenge Of The Titans
As far as dramatic turnarounds go, you could scarcely ask for a juxtaposition more stark
Dollar Collapse And The $187 Reese’s Cup
With the House poised to pass Democrats’ $1.9 trillion virus relief bill and Joe Biden
Corrections, Whipsaws And A Half-Century Of ‘Precedent’
US investors were looking for signs on Tuesday that the relentless, grinding rout in tech
China On Brink Of Bear Market As State Rescue Fails
An already tenuous situation in mainland Chinese equities deteriorated further Tuesday despite state intervention to
Rotation Fascination
Bullish comments from David Tepper (speaking through surrogates on CNBC) helped set the tone and
David Tepper Foretells End Of Bond Selloff Via Prophet Kernen
I allocate at least two hours each day to reading, where “reading” means serious reading.
Return Of The King
There was trouble in paradise as the new week dawned. A promising start in Asia
It’s Bad In China. And Worse For Hong Kong Tech
Last week, I whispered about a “global tech bear market.” The poster child, I noted,
Saudi Oil Infrastructure Gets Another Test In Ambitious Houthi Strike
In a rather stark reminder that a meaningful portion of the world’s oil supply is
Proceeding With Caution
Traders and investors (and those are two distinct types of market participants, as I’m fond
‘Extremely Stretched’ (But Bullish Nonetheless)
I recently spoke of “undeterred” investors. Despite the tumult catalyzed by volatility in rates, market
Bar Hopping & Bar Hoping
My heart may be “as cold as hockey gloves” (to quote one of the most
The Hubris Bear Market Has Arrived
US equities skirted what could have been another sizable weekly loss thanks to a manic
February Jobs Report ‘Not Good Enough’
The February jobs report came in hot Friday, suggesting the US labor market is on
The Right Direction
“The bond market is reflecting, I think, the strength that we’ve seen in some of
Who’s Boss
I’ve talked quite a bit recently about central banks’ power over markets, and especially their
US Labor Market Roars Back To Life With Blockbuster February Gain
The US economy added 379,000 jobs in February, the government said Friday. Economists were expecting
Central Planning
For a few hours in Asia, it looked like selling pressure inherited from Wall Street
‘Feel The Market’ Next Time, Jay
Jerome Powell’s webinar with The Wall Street Journal didn’t go well. Or at least not
Albert Edwards And Scott Minerd Agree: US Yields Could Go Negative
Do you believe we’ve “crossed the Rubicon” where that means policymakers are increasingly inclined to
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