Via Alpha Exchange. Get the podcast here It looks like there is a little “GameStop
Category: Markets
Spoiled And Spurned
US and global equities came into Friday poised for a fifth consecutive weekly gain. For
Bank Of England Wrong-Foots Markets With ‘Baffling’ Margin
When Andrew Bailey told a virtual panel discussion last month that the Bank of England
More Trouble In Chinese Developer Paradise
There was more trouble in paradise on Thursday. Chinese developer Kaisa Group said a subsidiary
Powell’s Pledge: High Inflation Won’t Define American Life
“Our tools cannot ease supply constraints,” Jerome Powell said Wednesday, following the November FOMC meeting,
Fed Announces Taper. Prepared To Adjust Pace
As expected, the Fed formally unveiled plans to trim the pace of monthly bond-buying on
US Services Sector Is Flaming-Hot Mess
Markets were treated on Wednesday to more anecdotes from businesses struggling with myriad imbalances created
Another Head Fake? US Labor Market ‘Revving Up,’ ADP Says
US private sector employers added 571,000 jobs in October, data out Wednesday showed. The headline
What, Exactly, Is Going On In China?
China is coping with what counts as a “severe” COVID outbreak considering the Party’s “zero
Harley Bassman’s Trades For An Inflationary World
The preponderance of evidence suggests inflation is not transitory, the rub is that interest rates
Still Shouting ‘Selloff!’
Folks keep warning about an imminent selloff in equities, mostly because that’s what folks do.
‘The Worst Whipsaw Of All’
“Who had bull-steepening on their bingo card?”, Nomura’s Charlie McElligott asked, playfully, in a Tuesday
Vigilante Justice
Predictably, media coverage of the RBA’s Tuesday policy tweak was replete with nonsense. One particularly
Don’t Kill The Sacred Cash Cow
It’s no secret that the “broad” market isn’t very broad. History is replete with examples
At US Factories, A Compendium Of Complaints
At this point, getting a “clean” read on where we are in the post-pandemic economic
Back Up The Wall Of Worry
European stocks hit records Monday and Japanese shares surged, as global equities looked to build
Even If It All Comes Crashing Down Tomorrow
Even if central banks stumble into a policy mistake and it all comes crashing down
At Stake This Week: Credibility
The November FOMC meeting and accompanying taper announcement will garner most of the financial headlines
Sans Tantrum, Please
The Fed will formally unveil plans to taper monthly bond-buying this week, with designs on
‘The Markets Were Not Consulted’
In “Napalm,” I contextualized recent front-end rates fireworks by reference to a possible shift in
‘By One Full Year’: Goldman Shifts Fed Call Dramatically
One day, we may look back on the last several weeks and chuckle at the
The High Price Of Price Uncertainty
Anyone searching for evidence of a rebound in consumer sentiment in late October was disappointed
Taper Tantrum, Aussie Style
In case it wasn’t clear enough that some manner of policy shift is in the
Not For Me To Say
“Not for me to say.” That was Christine Lagarde’s assessment Thursday when, following the October
Marko Kolanovic: ‘Did The World Change Yesterday? No.’
The financial media was awash this week with headlines about flattening yield curves and what
ECB Confronts Global Rates Upheaval As German Inflation Soars
Over the past several weeks, traders began pondering active central banks and preemptive policy tightening
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