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Category: Markets

‘Hope’ Floats, But What About ‘Growth’?

May 25, 2021May 26, 2021

Markets are currently transitioning from “hope” to “growth,” Goldman’s Peter Oppenheimer said, in a new

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3 Comments on ‘Hope’ Floats, But What About ‘Growth’?

Top Management

May 25, 2021May 25, 2021

“My personal view is rates are likely to rise in the early part of next

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4 Comments on Top Management

A Story Far More Important Than Crypto

May 24, 2021May 27, 2021

Tech shares led gains on Wall Street Monday, and it’ll be no coincidence if growth

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It’s Official: Ray Dalio Has ‘Some Bitcoin’

May 24, 2021May 31, 2021

“I might be missing something so I’d love to be corrected,” Ray Dalio said in

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4 Comments on It’s Official: Ray Dalio Has ‘Some Bitcoin’

This Simple Bid Is ‘Holding Things Together’

May 24, 2021May 24, 2021

The force is strong with this one — the dip-buying force, that is. “Despite [the]

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9 Comments on This Simple Bid Is ‘Holding Things Together’

‘Dark Forces’

May 23, 2021May 24, 2021

Bitcoin was still making headlines as the weekend melted into Monday. There was no evidence

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‘Duration Frustration’ Seen As Defining Market Feature

May 23, 2021May 24, 2021

“Investors need to manage explicit or implicit duration risk from income-generating assets and strategies,” Goldman’s

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6 Comments on ‘Duration Frustration’ Seen As Defining Market Feature

Crypto Collapse: Irrelevant Or ‘Foreshock’ To A Coming Earthquake?

May 23, 2021May 28, 2021

I’ve said it so many times over the past few days the joke is probably

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3 Comments on Crypto Collapse: Irrelevant Or ‘Foreshock’ To A Coming Earthquake?

Nouriel Roubini On Bitcoin, Blockchain Amid Crypto Turmoil

May 22, 2021May 24, 2021

“Does any innovation in the crypto ecosystem look promising to you?,” Goldman’s Allison Nathan asked

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6 Comments on Nouriel Roubini On Bitcoin, Blockchain Amid Crypto Turmoil

Legends Of An Atypical Summer

May 22, 2021May 26, 2021

Is the inflation scare over? That might seem like an odd question to ask given

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2 Comments on Legends Of An Atypical Summer

Diseases Of The Heart And Mind

May 22, 2021May 23, 2021

“Crypto has a chance of becoming an agreed form that people who are looking for

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19 Comments on Diseases Of The Heart And Mind

For The Crypto Crowd, It’s Soul Searching Time

May 21, 2021May 23, 2021

China is all set to “crack down on Bitcoin mining and trading behavior, and resolutely

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11 Comments on For The Crypto Crowd, It’s Soul Searching Time

US Housing Market On Fire And Cooling Down Simultaneously

May 21, 2021May 21, 2021

Friday brought another below-consensus read on the US housing market. Existing home sales dropped 2.7%

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Color Accompanying US PMIs Now Downright Silly

May 21, 2021May 22, 2021

Services activity is robust in the US, the flash read on IHS Markit’s gauge for

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4 Comments on Color Accompanying US PMIs Now Downright Silly

Two Certainties: Taxes And Pipeline Inflation

May 21, 2021May 22, 2021

Generally buoyant PMIs out of Europe helped brighten the mood at the margins on Friday,

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2 Comments on Two Certainties: Taxes And Pipeline Inflation

It’s Amazing We Haven’t Had Another Crash

May 20, 2021May 21, 2021

When you think about it, it’s somewhat remarkable that equities are still perched near record

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11 Comments on It’s Amazing We Haven’t Had Another Crash

24 Hours After Collapse, Crypto Hears Three Dreaded Letters

May 20, 2021May 21, 2021

Coming off one of the most tumultuous days in recent memory, the cryptosphere could have

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6 Comments on 24 Hours After Collapse, Crypto Hears Three Dreaded Letters

Price Pressures And Broken Records

May 20, 2021May 20, 2021

The May vintage of the Philadelphia Fed survey revealed a less-than-ideal, albeit entirely predictable, juxtaposition:

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1 Comment on Price Pressures And Broken Records

Jobless Claims Halve Under Biden

May 20, 2021May 25, 2021

Jobless claims fell again last week, the government said Thursday. 444,000 Americans filed for unemployment

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6 Comments on Jobless Claims Halve Under Biden

The Thrill Is Gone

May 20, 2021May 21, 2021

Sentiment was described as “mixed” Thursday. I suppose that’s accurate, as far as subjective assessments

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5 Comments on The Thrill Is Gone

‘Upcoming Meetings’

May 19, 2021May 20, 2021

Ostensibly, traders had good reason to parse the April Fed minutes. After all, the US

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Up In Smoke: Crypto Disaster Sparks Anger, Incredulity

May 19, 2021May 24, 2021

On Wednesday, amid a veritable collapse in crypto prices, one twentysomething in California explained his

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6 Comments on Up In Smoke: Crypto Disaster Sparks Anger, Incredulity

Fear Of Atonement

May 19, 2021May 20, 2021

“There is just ‘no bid’ in broad US Equities INDEX upside,” Nomura’s Charlie McElligott said

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‘Something May Be Up’

May 19, 2021May 20, 2021

Through Tuesday of this week, US equities and TLT had moved in the same direction

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Bitcoin Blues

May 19, 2021May 24, 2021

“US equity market prices have surged over the last year, prompting concerns about stretched valuations

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11 Comments on Bitcoin Blues

We’re All Cathie Wood

May 18, 2021May 19, 2021

At this point, it almost feels gratuitous to deliver more play-by-play commentary on the recent

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Unambiguously Bullish, But…

May 18, 2021May 19, 2021

Investors are “unambiguously bullish,” reads the first line of the color accompanying the May vintage

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Monthly Letters

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Hell Or High Fashion

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