If you’re the type who thinks it’s a contrarian indicator when seemingly everyone coalesces around
Category: Markets
‘A Critical Phase Shift Is Occurring In Real-Time’
If you needed yet another piece of incremental evidence to support any iteration of the
$1.3 Trillion Is Now Least Bullish In A Year, Key Survey Shows
Investors are the least bullish in a year. That was the headline takeaway from the
Scary Stories
Thank god for the flattener. Monday’s action in rates breathed life into what might have
‘Bad-flation’
The bear flattening impulse seen across global bonds to start the week felt ominous. If
Buyback Comeback
When it comes to equity demand, there’s no bid quite like the corporate bid. Buybacks
Rate Hike Threats, Surging Inflation Dominate Headlines
Traders are increasingly convinced that surging prices will force central banks to tighten. And posthaste.
Chinese Economy Decelerates Amid Crises
The Chinese economy decelerated in the third quarter, data out Monday confirmed, validating a chorus
The Hard Truth About The Energy Crisis And Climate Change
The data docket is relatively sparse in the US this week. Housing figures, claims and
Stock Allocations Breach Dot-Com Bubble Highs
Overall equity allocations are at a record high. That probably won’t surprise anyone. After all,
How To Make Sense Of Stocks In Modern Markets
Earlier this month, at least one bank suggested dip-buying, as a strategy, failed following the
An $8 Trillion Cliff
For now, the market is “cool with” policymakers being behind the curve on inflation. That
Honeymoon Over: Biden Economic Plan ‘Too Risky,’ Americans Reckon
Consumer sentiment deteriorated anew in October, the preliminary read on the University of Michigan’s gauge
Goldman Caps Wall Street’s IB Bonanza With Huge Beats
“What does this mean for Goldman?” That was the question on market participants’ minds this
Evergrande The ‘Controllable’ Demolition
Beijing is aware of the problem. Thankfully, it’s “controllable.” That’s the word the PBoC used
What’s Albert Edwards Worried About?
The title is a bit of a red herring. If the question is “What’s Albert
Wall Street’s Investment Bankers ‘Firing On All Cylinders’
After a deluge of big bank earnings delivered over what certainly felt like a compressed
Bank Of America Turns In Uncharacteristically Compelling Results
Bank of America turned in what looked, on the surface anyway, like solid results Thursday.
IEA Warns On Gas Crisis, Saudis Say Everyone Needs An OPEC
The October vintage of the IEA’s oil market report grabbed headlines Thursday as the world’s
Fed Effectively Announces November Taper. Nobody Cares
The onset of the taper could begin as early as November. That was one takeaway
Fundamental Selloff Triggers
“All-clear” isn’t quite right. In fact, it’s not right at all, really. A dizzying array
Hearts, Minds And ‘Dirty Words’
US consumer prices rose more than expected in September, data out Wednesday showed, but the
JPMorgan Says Made Billions In Bunches. M&A Doing Great
JPMorgan kicked off big bank earnings with a top-line beat. Adjusted revenue for Q3 was
China’s Exports Defy Gloom Amid ‘Rampant’ Overseas Demand
China’s exports hit another record in September, driven by holiday demand and surging prices, Beijing
Stagflation Echo Chamber
Sometimes I doubt it occurs to the media how instrumental they are when it comes
IMF Delivers Quarterly Warning No One Will Heed
Some days, when the mood strikes, I randomly give readers a window into what I
On The Bright Side, Positioning Is Cleaner
If you’re looking for a reason to fret about an extension of last month’s equity
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