Stock funds saw inflows over the last week, but the data didn’t exactly scream enthusiasm.
Category: Markets
In China: Record Coal And Other ‘Relevant’ Events
“Competition without innovation is low-level competition and zero-sum competition between vested interest groups,” Shi Jianzhong
Just Tell Me The ‘Why’
No matter how badly we want to answer the “Why?” question, it’s almost never a
The Selloff Accelerants
It was just — let me check the watch I’m not wearing — 24 hours
‘When Markets Shudder’
After some catch-up selling in Asia, markets calmed a bit on Wednesday. Tuesday’s rates-driven dramatics
When Your Risk-Free Asset Turns On You
Investors were once again “treated” to a rates-inspired tech selloff Tuesday, a fairly regular occurrence.
Surprise! US Consumer Mood Sours Again
In news that will surprise exactly nobody (other than the several dozen economists whose forecasts
Home Prices Log New Record; Downpayment Burden Worsens
Home prices rose less than anticipated in July. Consensus expected S&P/Case-Shiller’s 20-city index to post
Calls Grow For ‘Structural Bull Market’ In Surging Crude
I’m continually amused at how quickly the narrative changes. I used to jokingly refer to
Oil And Bonds!
Oil and bond yields. It was all about oil and bond yields on Tuesday. In
Retirement Party
Just about the last thing the Fed needed at a time when untold millions of
As The Pendulum Swings
We’re back to worrying about whether the mega-cap leadership can stomach higher bond yields. “Mega-cap
Squeezing The Largest Asset Class On The Planet
Over the past six months, copious amounts of digital ink was spilled on China’s escalating
The Market’s Elusive Gamma Profile
“The Market’s Gamma Profile: Elusive” by Macro Risk Advisors It would be nice if we actually
Meanwhile, In Turkey
Recep Tayyip Erdogan is irritated. At grocery stores. “Markets are turning upside down with products
The Hamster Wheel
It was as predictable as it was laughable. Stocks ended the week mostly unchanged, making
Dave Portnoy Not ‘Nuts.’ About Stocks, Anyway
US equity funds witnessed their largest exodus since “Volpocalypse” over the latest weekly reporting period,
China Outlaws Cryptocurrency (There’s Always El Salvador)
I won’t turn this into an “I told you so” moment, because in addition to
Madness: Stocks Suffer First Outflow Of 2021
It finally happened. After an uninterrupted streak of weekly inflows that saw more than $776
Silence Isn’t Golden On Missing Evergrande Coupon
Silence. That’s what the market heard from Evergrande, which was supposed to make an $83.5
Should Have Bought The Dip
You should have bought the dip. US equities turned positive for the week on Thursday,
Bond Rout Inspires ‘Delayed Taper Tantrum’ Banter
The FOMC event risk has passed. That was one obvious explanation for Thursday’s equity rally
Fly Hawks, Fly
We have liftoff! In Norway. As expected, the Norges Bank hiked rates Thursday, becoming the
‘Prepare For The Storm’: China Preps For Evergrande Failure
Evergrande received a “broad set of instructions” from Chinese regulators in a recent meeting, during
Inflation, Dots And ‘Sustaining The Public Trust’
“Policy will remain accommodative,” Jerome Powell said Wednesday, just before taking questions from reporters following
Taper May Come ‘Soon,’ Fed Divided On 2022 Rate Hike
The Fed on Wednesday moved closer to announcing a timeline for tapering monthly asset purchases.
The End Of The Equity ‘Super Cycles’
Earlier this week, while documenting yet another sobering, if not totally depressing, outlook piece suggesting
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