The prospect of higher taxes is likely to permeate discussions around US equities in the
Category: Markets
US Economy ‘Firing On All Cylinders’
There was more good news on the economic front in the US on Friday. IHS
Oh, No! Higher Capital Gains Taxes For The Wealthy!
Lengthy editorializing (on my part) around the latest weekly jobless claims figures proved accidentally prescient
Albert Edwards Isn’t Retiring. And Nothing Matters Anymore
Valuations seemingly don’t matter. I’m talking about equities, of course. While the contention that traditional
Jobless Claims And Two Kinds Of Porsche Shoppers
A week after diving to a new pandemic-era low, US jobless claims… well, they dove
The Situation, The Matter And Reputation Repairmen
“[Our] underlying business results were offset by the significant charge in respect of the US-based
Christine Lagarde Will Keep Buying Assets. Do As You Will, Mortals
I suppose this goes without saying, but the ECB “reconfirmed” its ultra-accommodative policy stance Thursday,
Systematic Problems
On Tuesday afternoon, I spent some time reflecting on what counts as a “selloff” or
Stay Tuned
Predictably, US equities recovered Wednesday after a multi-day slide left pundits pretending to be flummoxed
PBoC To Hold Nose, Eat Billions Of Huarong’s Bad Cooking
Speculation about the future of Huarong, the state-linked bad debt manager at the heart of
‘We’re At The Peak’: Pandemic Roars Back Onto Traders’ Radar
There was nervous chatter Wednesday about the prospect of a wider selloff amid a rise
When Dogecoin Is (Almost) Bigger Than Twitter…
I told myself I wasn’t going to dedicate any additional space to the Dogecoin phenomenon,
2% Is The New 10%
Days like these make it difficult to stick by any disciplined “strategy,” no matter how
Marko Kolanovic Says Reflation Trade To Resume – With A Vengeance
When JPMorgan set its year-end 2021 price target for the S&P late last year, it
Treading Cautiously
Sentiment felt a bit damp again Tuesday, as US equities and rates confronted a data
‘They Called Me Mad!’ Bears And ‘Lunatic Ideas’
Lately, it feels like someone utters a variation of the following phrase nearly every single
Has Equity Positioning Peaked? (It Depends)
If the question is whether there’s room for market participants to increase their equity exposure
Not-So-Sweet 16
There’s something about 16%, apparently. Although I’d be inclined to file this away in the
Peak Manchin And The Return Of The Micro
It’s been all about the macro for quite some time now. Those who enjoy the
Sea Change?
Who needs bonds when there’s stocks? In fact, who needs anything when there’s stocks? Humorous
Is VIX Decline An Opportunity To Add Hedges?
The recent move lower in implied vol is “an opportunity to add short-dated hedges,” according
Is It All In The Price?
It never ends. Investors poured another $25.6 billion into equity funds over the latest reporting
The ‘Happy Place’
“It’s almost as if it just can’t get any better than this,” one strategist told
A Rally Undaunted
US equities logged another weekly gain as an apathetic Friday session capped a five-day stretch
US Consumers Are Living For Today
Consumers agree with the Fed — the inflation spike will be transient. I’m just kidding.
McElligott Weighs In On Baffling Bond Rally
Quite a few adjectives were trotted out to describe Thursday’s duration rally, with “counterintuitive” serving
Archegos Or No Archegos, The Show Must Go On
Morgan Stanley on Friday appeared to report a $911 million loss tied to the Archegos
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