The times may be a changin’, but the post-pandemic world has served to entrench familiar market dynamics.
Category: Markets
From ‘Healthy Bull’ To ‘Mad Cow Meat Grinder’: China Engineers Selloff After $1 Trillion Run
“…and investors exclaimed ‘a bull market is coming!'”
Hooray For Jay: Tsunami Of Inflows Into High-Grade Bonds Hits 13 Weeks
To reiterate what is now a weekly refrain…
Is The Market Sleepwalking Into A Summer Growth Scare?
…even as these long, summer days feel sleepy and aimless.
You’re Looking At The Wrong Unemployment Data, One Bank Warns. The ‘Real Story’ Is Here…
The official number “simply does not reflect the reality of the US labor market”.Â
Albert Edwards Recalls Wise Words Of Late Boss. Warns On Deflation, Ponzi Schemes
“The deflationary reality will mean even more monetary largesse is coming”.
Jobless Claims Better Than Expected, But Stalled Re-Opening Push Looms Large
Congress will debate the contents of an assumed next round of virus relief later this month.
The Real Show (I’m Feeling Invincible Right Now’)
Gold, tech, and Chinese stocks.
Marko Kolanovic On The Rally, The Election, Tech Crowding And COVID-19
“Many investors did not participate in the equity rally”.
No, Stocks Aren’t Pricing In A ‘V-Shaped’ Recovery, Morgan Stanley Says
“…if investors expect a robust economic bounce back, they have an odd way of expressing it”.
Fairly Wacky Ideas.
“It sounds quite radical”.
Attack The Peg? Trump Administration Ponders Nuclear Option For Hong Kong Retaliation
“We are looking at numerous different things”.
Why One Bank Thinks Big Tech Is ‘The Most At Risk’ If Joe Biden Takes The Oval Office
And yet, all of this comes as the post-COVID reality tends to favor many of trends associated with “new” tech.
Trying To Understand ‘Exactly What’s Happening’
Some things will be all too familiar.
‘Why Now?’ Questions Abound About Timing Of China’s New Stock Bubble
Great questions, all.Â
There’s A Risk-Off Trade Afoot, You Just Didn’t Notice…
A quick look under the hood.
‘NASDAQ HITS ALL TIME HIGH!’, Shrieked The Sovereign
…content in the notion that as long as equities are loitering in rarefied air, all must be right in the world.
Castles In The Sky.
Equities’ phoenix-like rise from the ashes of March is increasingly difficult to rationalize.
US Services Gauge Logs Biggest Jump In History. So There’s That.
Employment still looks shaky, though.
‘Healthy Cow!’ China Tempts Fate, Whips Up Stock Mania With Insane Editorial
“We look forward to the wealth effect of the capital market”.
There’s A New Bull In Hong Kong. And Xi Is Cracking Down Harder On Dissent
“He kept a bag with clothes and a toothbrush hanging on his front door so he would be ready for this”.
More Debt, More Liquidity, Higher Stocks (Hallelujah)
“I’ve heard there was a secret chord”…
Over The Line! Who Will ‘Tolerate’ Higher Long-End Yields?
Nobody, probably.
Goldman: US Recovery To ‘Stall’ Amid ‘Dramatic’ Virus Surge
“…officials have paused or reversed reopening in states containing more than half the population”.
Fast and Furious.
2020 is not a year during which you can write off indeterminacy using that old adage: “There’s always uncertainty”.
Shattered Dreams (Wile E. Coyote)
That’s your Wile E. Coyote moment.
SpongeBob SquareBanks.
How much duration supply will the central bank sponge soak up?
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