Equities looked to rise coming off the Christmas break, buoyed by Donald Trump’s decision to
Category: Markets
Ant, Meet Sledgehammer
Jack Ma should have kept his mouth shut. The often flamboyant billionaire was reportedly warned
Georgia (Still) On My Mind
In the immediate aftermath of the US election, markets cheered what was variously billed as
‘Return-Free Risk’
In a world where some $18 trillion in debt “boasts” a negative yield, bonds no
How The Fed Changed And Why One Pro Will Buy The Next Correction
Yet, when I look at the traditional executioner of bull markets (the Fed), I see
Icarus And His Ant
Shares of Alibaba dove in Hong Kong Thursday, extending a slide that now sums to
Once Burned, Twice Steep
One almost hesitates when it comes to dedicating space to incremental Brexit news. And certainly
Screeching Tea Kettle Downgraded To Rolling Boil As New Home Sales Miss Badly
A day after the latest read on existing-home sales suggested record-high prices may constrain (or
Americans’ Income, Spending Fall Much Harder Than Expected As Slowdown Accelerates
Concerns that falling incomes were destined to manifest in slower spending were realized in November,
Jobless Claims Fall, But Stick Well Above Pre-Pandemic Record As Deadlines Near
803,000 Americans filed for unemployment benefits last week, down sharply from a revised 892,000. The
Darker-er-est Days
Joe Biden wants more stimulus and Walmart found itself in the crosshairs of the Justice
Meanwhile, In Housing Bubble News…
Is America’s newly minted housing bubble bursting?! I’m just kidding. The answer is “no.” Or,
US Consumer Confidence Tumbles In December As ‘No Significant Momentum’ Seen
Not surprisingly, consumer confidence in the US fell again in December, The Conference Board said
Mutants And iCars
US equities managed to pare losses Monday, rebounding from fairly steep declines catalyzed by renewed
‘Pain Point’: Nomura’s McElligott On Dollar Squeeze, Gamma Drop-Off
The dollar jumped the most since March on Monday before eventually trimming gains. The initial
‘Nightmare Before Christmas’ Grips UK As New Virus Strain Triggers Crisis
Markets were staggered Monday as dour news out of the UK undercut risk sentiment and
Downside Risks And Predictions About The Future
By now, I doubt anyone needs to be reminded about “what could go wrong,” so
‘Going Bananas’
There’s a “speculative frenzy sweeping Wall Street and world markets,” an overwrought Bloomberg headline trumpets.
Relatively Speaking
It’s getting pretty stretched out there in equity land, notwithstanding stocks’ “relative” value versus bonds
The Bank Of Japan At The End Of The Road
I doubt this needed underscoring, but just in case: Years of the easiest monetary policy
‘A Surge In Global Food Prices Could Trigger Social Unrest Everywhere,’ Albert Edwards Warns
Albert Edwards is worried about cereal. Specifically, whether you’ll be able to afford it going
‘Whoa’: Minerd, Bloomberg Interrupted Fed Coverage To Detail $400,000 Bitcoin Thesis
On Wednesday, Guggenheim’s Scott Minerd chatted with Bloomberg Television, as he’s wont to do, usually
Impact Of Tesla Inclusion On S&P Valuation Greatly Exaggerated, Goldman Says
I think it’s fair to say that market participants are obsessed with Tesla index inclusion.
Trouble In Philly
The latest read on jobless claims wasn’t the only piece of bad economic news in
Jobless Claims Surge Again As Sirens Blare In US Labor Market
In news that should surprise exactly nobody, initial jobless claims surged for a second week
Same Narratives. Also, Bitcoin!
A largely unchanged narrative greeted traders and investors Thursday as lawmakers in Washington pressed ahead
Fed Delivers A ‘Substantial’ Dose Of Almost Nothing At Year’s Final Meeting
Headed into the last FOMC meeting of the most tumultuous year in modern history, Fed
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