A few weeks back, as an eventful first quarter melted into what’s expected to be
Category: Markets
Don’t Call It A Bubble
Last month, for the first time since the onset of the pandemic, fund managers polled
US Gets Dose Of Europe’s Vaccine Woes, As J&J Shot Paused
Risk sentiment took a hit early Tuesday when US health officials called for an immediate
‘Crucial’ Inflation Data Produces Shrug
Inflation came in hotter than expected in March, closely-scrutinized data out Tuesday showed. Headline CPI
The Word Is ‘Inflation.’ With A ‘K’
“Expectations about home, gas, and rent price changes all reached new series highs,” the New
Nomura’s McElligott: The Easy Recovery Phase Money Has Been Made
For all the talk of an imminent boom in the US economy, a cursory glance
We Don’t Have All The Answers
Equities felt uninspired ahead of a week that promised no shortage of tradable data. A
China’s ‘Pretty Evident’ Credit Slowdown May Bode Ill
According to various sourced reports, directives aimed at curtailing “bubble” risk presage the slowest Chinese
Jane’s Tale
With earnings season on deck and market participants increasingly prone to digital shouting matches about
Simulation Game, One Year Later
On Sunday morning, while sitting cross-legged on the back deck and frowning out through the
‘Any Disappointment’
Who’s afraid of inflation? Not Lacy Hunt, that’s for sure. And it seems like Albert
Lacy Hunt Suggests Inflation Doomsayers Suffer From ‘Psychosis’
I’m not a fan of Lacy Hunt. But, paradoxically, I don’t hold that against him.
Evolution.
It occurs to me that I probably come across as unduly derisive (or needlessly blunt)
Would You Pay $39 For A Bar Of Soap?
“Inflation – the ball is rolling,” proclaimed the title of one note out Friday morning
The Stock Inflow Tsunami And A Ridiculous Job Offer
Equity funds gathered another $15.6 billion in the week through April 7, adding to an
Ambiguous Tea Leaves
Inflation worries were back on the menu Friday, after data showed producer prices in China
Albert Edwards: Main Risk To Stocks May Be Opposite What You Think
“Optimism abounds,” SocGen’s Albert Edwards wrote, in the opening passage of his latest piece, out
Poker Faces And Unreasonable People
(Editor’s note: Like so many of the articles published here, I started this piece with
Somebody Tell Jobless Claims They’re Going The Wrong Way
744,000 Americans filed for unemployment benefits last week, far more than the 680,000 consensus expected.
Fed Nowhere Near Any Kind Of Tightening (If You Were Wondering)
I wish I could tell you that “expectations were running high” or that traders were
Jamie Dimon Delivers 67-Page Prescriptive Manifesto For America
“While I have a deep and abiding faith in the United States of America and
The Summer Bonanza Scenario, Bassman On Archegos & Other Potpourri
Some folks were vaccinated. Four million of them in a single day, actually. This is
MRA’s Curnutt Suggests Cure For Fund Manager ‘ROMO’
Whenever it feels like a melt-up might be afoot, market participants (and the media) go
‘Life Ain’t Fair’ Is Passé In Post-Pandemic World, IMF Suggests
As expected, the IMF upgraded its forecast for global growth Tuesday, while simultaneously adopting a
Credit Growth In China May Decelerate To 15-Year Low
As it turns out, the PBoC didn’t just instruct banks to rein in lending for
A ‘Formidable Institution’
Credit Suisse grabbed headlines again Tuesday, as the bank is poised to take a $4.7
The Madness Of King Dollar
“Firm US growth and rising bond yields may keep the greenback supported over the short-term,”
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