Inflation was a bit “hotter” than expected in November, the BLS said Thursday, although “hot”
Category: Markets
ECB ‘Recalibrates’ Easing Measures. Ups Pandemic QE Program To €1.85 Trillion
As expected, the ECB topped up its emergency pandemic QE program (PEPP), adding €500 billion
‘Never Quite Say Never’
Cans were kicked both on fresh stimulus to help the US weather the winter virus
A Ticket To The S&P Party Costs American Workers More Sweat Than Ever
Let’s say, for argument’s sake, that you have a job. First of all, congratulations! Because
Are We Just Buying Time? ‘An Urgent Need To Reconfigure The Whole Socioeconomic System’
Over the course of the last nine months, I’ve been keen to emphasize that part
Marko Kolanovic Delivers 2021 Outlook: ‘A Decline In Volatility Creates A Positive Feedback Loop’
JPMorgan’s Marko Kolanovic grabbed plenty of headlines over the course of the pandemic, both within
As Households Cling To Cash, Dalio Wonders: Why Not 50X Earnings For Stocks?
While perusing a recent note from Goldman assessing the odds of an equity market pullback
Stocks May See ‘Modest Pullback’ On ‘Extremely Stretched’ Positioning, Goldman Says
“Since the start of November, US equity mutual funds and ETFs have witnessed $52 billion
All Brinkmanship, All The Time
US stimulus talks dominated the headlines again on Wednesday after Steve Mnuchin injected himself into
China Sees First Consumer Price Deflation Since 2009
For the first time since 2009, China witnessed consumer price deflation. CPI declined 0.5% in
Mini-Mansion Mania!
When Toll Brothers, America’s leading luxury home builder, reported earnings after the bell on Monday
Ray Dalio On ‘Floods Of Money,’ Bitcoin, China, And Social Safety Nets
Ray Dalio held another one of his “Ask Me Anything” Reddit events on Tuesday. It
Nomura’s McElligott: ‘Right-Tail, Crash-Up’ Still Most Likely Scenario Despite ‘Scary’ Sentiment Overshoot
The ongoing compression of realized volatility into a rally that saw US equities push to
Meanwhile, In Japan
Lost in the shuffle Tuesday was more than $700 billion in additional stimulus out of
Reluctant Borrowers: Another Canary?
I doubt the point needed further underscoring, but just in case, the latest consumer credit
‘Real Households Are Going To Be In Dire Straits’: JPMorgan Liaises With Biden On Stimulus
Don’t worry: JPMorgan knows what to do. With lawmakers in Washington still wrangling over how
JPMorgan On 2018 Melt-Up Parallel: ‘Any Near-Term Equity Correction Is Buying Opportunity’
More than a few analysts and investors have identified what they believe is a parallel
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
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