The Fed takes center stage this week, and it’s probably not a stretch to suggest
Category: Markets
Junk Eyes January Sales Record As Risk-Taking En Vogue
The US corporate bond market remains robust coming off a banner 2020. Last year, both
After All That: Here’s How Trump’s Stock Market Ranks
One of — and perhaps the — defining features of the Trump era was the
Goldman Weighs In On ‘Unsustainable Excesses’ In US Stocks
If you ask Goldman, stocks probably aren’t a “bubble” — or at least not at
Paul Singer Warns On Possibility Of ‘Tremendous’ Inflation ‘Surprise’
As regular readers know, I enjoy lampooning industry “legends” in these pages. Actually, “lampooning” isn’t
Make Stocks Collapse Again
Will anyone hold Jeremy Grantham’s feet to the proverbial fire if his latest dire prediction
An Open Question
“We’ve got the tools, why don’t we use them?”, Joe Biden asked, on Friday afternoon.
‘Those Who Want To Stay Rich’
Earlier this week, I expressed some consternation at the frequency with which the word “bubble”
‘Unhealthy’ US Housing Market Caps Best Year Since Eve Of GFC
A day after data showed housing starts and permits rose to the highest since the
Hot PMI Headlines Belie Onset Of Stagflation
Well, if you go by PMIs (a questionable proposition), the US economy continued to press
Washington Is Creating A Wall Street Bubble, One Bank Suggests
“DC’s policy bubble [is] fueling Wall Street’s asset bubble,” BofA’s Michael Hartnett wrote, in the
Is The Reflation Trade Facing A Wile E. Coyote Moment?
For markets, some trepidation crept in as the curtain closed on Inauguration Week in the
Bitcoin (Allegedly) Suffers Glitch In The Matrix
Earlier this month, Bitcoin collapsed by more than 20% in the space of 48 hours,
The Houses Are Fine (Flaming Marshmallow)
It wasn’t all bad news on the economic front in the US Thursday although, as
Here’s An Idea: Put People To Work & Print Money To Pay Them
900,000 Americans filed for unemployment benefits last week. Believe it or not, that was actually
ECB Confronts ‘Revelation’ Of Spread Targeting ‘Policy’ Amid Pandemic Response
The ECB came into its first meeting of 2021 under the shadow of renewed lockdowns
Great Expectations
Joe Biden assumes the presidency with a daunting task vis-à-vis markets or, perhaps vis-à-vis markets’
Stocks’ ‘Surrogate Buy Flow’ Could Reach $96 Billion, Nomura’s McElligott Says
US equities are getting a helping hand from a familiar place. “Systematic Vol Control is
Morgan Stanley Had A ‘Very Strong,’ ‘Excellent’ Year. How About You?
Morgan Stanley starts 2021 with “significant momentum,” James Gorman said Wednesday, as the bank released
‘Act Big’ (Tequila In The Blender)
Janet Yellen had no trouble with her confirmation hearing on Capitol Hill Tuesday. I imagine
‘Correction Imminent’: BofA Survey Suggests Sentiment Overshoot
All in, apparently. 73% of investors who answered the “early-cycle” versus “recession” question in the
Here’s The Reality Of ‘Bubbles’
Ask European fund managers what keeps them up at night and you might hear: “A
Goldman Releases Quarterly Compendium Of Large Numbers
In news that probably won’t surprise anyone, Goldman easily beat estimates Tuesday when the firm
Bank Of America Slashes Reserve, But Misses On Multiple Fronts
Bank shares came off the US holiday nursing the wounds from a steep, late-week selloff
Return Of The Queen
Risk sentiment was generally buoyant Tuesday, as market participants watched Janet Yellen make the case
One Pro Reveals His ‘Just To Get Myself Into Trouble’ Trade
This is my “buying a hedge in another market just to get myself into trouble”
As Yellen Takes Treasury Reins, Dollar Bears Emboldened
Janet Yellen isn’t going to pursue a weak dollar policy. Or at least that’s what
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