Late last month, JPMorgan’s Marko Kolanovic warned on a possible tail risk associated with what
Category: Markets
Realized Inflation Disconnected From Reflation Trade
One ongoing debate amid the reflationary impulse that’s driven breakevens to multi-year highs and buoyed
China’s Pandemic Rebound Belies Two-Track Recovery
Most “regular” (and I don’t have a concrete definition of that) market participants likely didn’t
Bloombergian Bubbles
An eight-day rally in global equities marched on Wednesday, as investors continued to follow the
Wanted: Cheap And Volatile
GameStop and some of its Reddit-fueled compatriots may have collapsed, but that hasn’t necessarily derailed
Sam Zell Goes On CNBC, Irritates America, Runs Out Of Zoom Minutes
Do we not know what they’re going to say? When you invite “brand names” —
US Junk Bond Market Becomes Oxymoron
It’s hard to know what a “milestone” is these days, mostly because we seem to
Fun Times, Funny Business
Risk sentiment cooled a bit Tuesday on the heels of a six-session rally on Wall
iExchange? One Bank’s Plan For Apple’s Crypto Future
Meanwhile, from the “why not?” files. On a day when Tesla disclosed a $1.5 billion
Tesla’s Balance Sheet Not Volatile Enough. Needs Bitcoin, Musk Reckons
A few days back, while commenting on an article that documented Elon Musks’s increasingly outlandish
General Roaring Kitty And The Road Back To Reality
I’m already laughing. It’s hard not to. Each and every time I set about writing
Keep Your Bad News To Yourself
The reflation narrative was alive and well to kick off the new week, as market
Biden’s Herd Immunity Reality Check And Trouble In South Africa
“We thought they had indicated there was a lot more vaccine available,” Joe Biden said,
Meet Janet Yellen, Chief Risk Officer, Planet Earth
Market participants are going to be seeing quite a bit more of Janet Yellen for
The ‘Revolution’ Robinhood And Reddit Are Looking For Happened Years Ago
“Robinhood investors’ evident lack of skill in aggregate is consistent with commission-free investors behaving as
Elon, Dogecoin And Markets Gone Mad
The world has clearly lost its mind. There are any number of phenomena I could
GameStop And ‘The Value Of Nothing’
In a Bloomberg Opinion piece this week, Nir Kaissar wrote that “GameStop’s stock [isn’t] unusually
‘Tremors’ And The ‘Inevitable’ Aftershock Rally
“Hedge fund deleveraging ‘events’ spur central bank liquidity and sometimes massive rallies [or] bubbles,” BofA’s
Under The Hood Of A Bad Jobs Report
If nothing else, the January jobs report was poised to amplify calls for additional virus
Jobs Report Disappoints, As Hype Proves Misguided
The US economy added 49,000 jobs last month, the first nonfarm payrolls report since Joe
‘Doing Something Very Significant About It’
After some 15 laborious hours of the Senate mired in vote-a-rama, Kamala Harris on Friday
Harley Bassman Presents: The White Swan
The Black Swan is a metaphor that describes an event that comes as a surprise,
Albert Edwards: The Reflation Trade May Be About To Unwind
Point, counterpoint, I suppose. The reflation narrative is making a comeback after taking a brief
Nomura’s McElligott On The Comeback Of The Reflation Narrative
Just a few weeks back, it appeared as though the reflation trade and the pro-cyclical
Jobless Claims Fall Third Week, Bolstering Happy Narrative Shift
Jobless claims fell a third consecutive week in the US, bolstering the glass-half-full narrative. 779,000
BOE: Prepare For The Negative Rates We’re Not Going To Implement
Markets looked for direction Thursday and found little in the way of guidance until the
What’s Bigger Than The Oil Market And Roars Like A Kitty?
If you were wondering whether public interest in January’s historic penny stock fiasco had dwindled
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