More than a few analysts and investors have identified what they believe is a parallel
Category: Markets
Goldman Sees Big Disconnect In Market Pricing For Dividends
Goldman thinks the market might be too pessimistic on the outlook for dividends. Obviously, the
Bond Bears In A Pandemic
The new week will be dominated by talk of a “skinny” fiscal stimulus deal in
Benchmarks & The 2018 Melt-Up Parallel
“The bullishness is rampant,” David Rosenberg, who’s always good for a quote or two or
What Risk? None In Junk, Apparently
Well, junk bond yields are at new record lows, which would be surprising if all
Emerging Market Optimism Runs Rampant As Stocks, Inflows Surge
Optimism around the prospects for emerging markets is building. Developing nation assets have lots of
Labor Market Momentum Decelerates Sharply As November Jobs Report Misses
The US economy added 245,000 jobs in November, far fewer than economists anticipated, underscoring concerns
The Balance Of The News
Global equities moved higher Friday, albeit gingerly as circumspect investors assessed the balance of the
Nomura’s McElligott: Barring Too Much ‘YOLO,’ It’ll Be Hard To Get A ‘Real’ Selloff In The Near-Term
Between rising yields, record coronavirus fatalities in the US, and the prospect of a double-dip
Morgan Stanley’s Mike Wilson Thinks ‘Little Bit Overvalued’ Stocks May Correct
Morgan Stanley’s Mike Wilson, who’s generally bullish on equities headed into 2021, says stocks may
US Services Sector Decelerates. Inflation Pressures Build
The US services sector expanded at a slower pace last month, ISM said Thursday. The
Jobless Claims Drop In Welcome Reprieve, As Stimulus Talks Ongoing
712,000 Americans filed for unemployment benefits last week, far fewer than expected, marking a welcome
Record High Stocks. Record Number Of Newly Deceased
Global equities were muted Thursday, loitering near records as market participants await the next catalyst,
Harley Bassman Presents: ‘The Wages of Fear’
In the same way that one “borrows beer” at a party, having the Treasury wash
Just Ignore This Big ADP Miss, And Don’t Even Bother With The Internals, Ok?
In what’s either a bad omen or nothing to be particularly concerned about given ADP’s
Sell The Best News In Modern History?
There was some market chatter on Wednesday around the notion that vaccine approval and distribution
It’s Urgent
“It’s essential that we move with urgency — inaction will produce a self-reinforcing downturn causing
Cookin’ With Grease And Pushin’ On A String: Nomura’s McElligott On 2021 Outlook
On Monday, while documenting what I generically described as “a month to remember” (usually I
‘Let’s Hope’: The OECD’s Latest Outlook And The Absurdity Of The Austrian ‘Reset’
Six months after declaring COVID-19 “a global health crisis without precedent in living memory” and
Manufacturing Employment Index Back Below 50 As ISM Decelerates From Peak
ISM manufacturing, the first of this week’s top-tier data out of the US, was a
For All The Hyperinflation Talk, There Sure Is A Lot Of Deflation Going Around
At a time when too many market participants are seemingly terrified of hyperinflation (or at
Recoveries And Trust Issues
Global equities were buoyant to start the final month of 2020, rebounding from an uninspired
A Month To Remember
November 2020 will go down in the history books for a variety of reasons. First,
You Can Add Record-Low Investment Grade Corporate Bond Yields To November’s Milestones
November scarcely needed another market milestone, having offered up a veritable cornucopia already, but I’ll
The Biggest Worry For Everyday People Is No Obstacle For ‘Blissful’ Financial Markets
It’s probably not a stretch to suggest that outside of some unforeseen mutation in COVID-19
Wall Of ‘What, Me Worry?’
Global equities looked to take a step back Monday, in cautious trading on the last
It’s All Relative: Stocks And Bonds In A Crazy World
It’s all relative. That universally applicable old adage (you can always find a use for
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