The reflation narrative was alive and well to kick off the new week, as market
Category: Markets
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
The Problem With The Russell 2000
It made an already precarious situation worse. That’s one way to describe the knock-on effect
As Volmageddon Anniversary Approaches, Is Good News Bad News Again?
As absurd as it sounds coming at a time when the US labor market is
The Good, The Bad, And The Inflationary
Services activity was more robust than anticipated in January, according to ISM. At 58.7, the
Decent ADP Suggests December Jobs Debacle May Abate
Private US firms added 174,000 jobs in January, ADP said Wednesday. That’s good news to
‘Whatever It Takes.’ Again. Again.
Global equities pressed higher, buoyed by earnings and the prospect (or is it just a
Jeff Bezos To Rule Planet Under Different Title Starting In Q3
Amazon turned in an impressive set of results on Tuesday after the closing bell on
WallStreetBets Helps $3.1 Billion Hedge Fund Make $200 Million
Last month was a good one for retail investors long GameStop and AMC, either outright
You’re Drunk, WallStreetBets. Go Home
On a number of occasions over the past week, I’ve alluded to the distinct possibility
As Gravity Comes For Reddit Trades, Market’s Focus Shifts
The pain trade for stocks is probably higher. And by “stocks,” I mean real stocks.
Europe Stares Vacantly At Double-Dip Recession
In news that, unfortunately, market participants hooked on get-rich-quick schemes won’t care too much about,
Back To Normal
A sense of normalcy returned to markets Tuesday, assuming you accept that “normal” entails inexorably
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