Since April, one of the most astounding dynamics to observe was the dramatic abatement of
Category: Markets
After The Largest One-Day Momentum Crash In History, Here’s The Ultimate Irony
“The last shall be first and the first last.” That was the story for markets through Tuesday, as value posted
Some Specialist Skills Required
It took around 24 hours for market participants to start asking questions about the viability
Skepticism, Dispersion, And ‘Fanciful, Specious’ Theories
The rotation set in motion by Monday’s vaccine breakthrough extended into Tuesday, which ended up
‘Structural Issues’
If you were a bond bear headed into the US election, things didn’t go entirely
‘Most Significant Medical Advance In 100 Years’ Sets Off Market Fireworks
“I believe this is likely the most significant medical advance in the last 100 years,
‘It’s Difficult To Fade’: As Markets React To Vaccine News, ‘Quant Quake’ Risk Comes Calling
“It’s difficult to fade this move as global risk markets should rally more on what
Nomura’s McElligott On Vaccine News: ‘The Reflation, Reopening, Relief’ Trade Will Be ‘Insane’
News that Pfizer’s COVID-19 vaccine has an efficacy rate above 90% rippled across asset classes
‘A Great Day For Humanity’: Pfizer Delivers. COVID Vaccine Prevents 90% Of Infections
There is a light at the end of the tunnel. On Monday morning in the
Xanax For An Anxious World
The new week dawned with most of the developed world breathing a collective sigh of
Out Of The Frying Pan, Into The Fire? Senate Toss Up May Herald Return Of Uncertainty
If you’re looking for something to worry about coming off one of the best weeks
Goldman’s Clients Have Georgia On Their Mind (A Rose By Any Other Name)
“In the weeks ahead, tens of millions of dollars in campaign cash are expected to
Warren Buffett Gets $9 Billion Worth Of More High On His Own Supply
Warren Buffett’s faith in himself didn’t wane in the third quarter. After repurchasing more than
Kolanovic Says Election Is ‘Best Of Both Worlds’ For Stocks. Offers Advice To Pollsters
The result of the US election is “likely the best of both worlds for stocks,”
Kevin Muir, Nomura’s McElligott On Why The Reflation Trade Might Not Be Dead Just Yet
The immediate post-election trade was defined by a “blue fade“: Renewed enthusiasm for tech, no
No Surrender
US equities stormed higher for a fourth day Thursday, bringing gains on the week to
Jerome Powell Got Everything Right – Until Someone Asked About Monetary-Fiscal Nexus
Jerome Powell breezed through an uneventful press conference Thursday, sticking largely to familiar talking points
‘This Only Means One Thing’: Albert Edwards On The US Election
Predictably, Donald Trump sued everyone in sight this week, even before Joe Biden reached the
Fed Delivers Boilerplate Statement, Reiterates Promises Amid Election Uncertainty
In some respects, the Fed is likely a bit disappointed with the outcome of the
Loud Noises, Red Headlines, And Dangerous Drivers
If anything was clear after Wednesday (a questionable prospect, to be sure) it was that
Jobless Claims Stuck At Pre-Pandemic Record With No Deus Ex Machina Coming
751,000 Americans filed for unemployment benefits last week, slightly more than expected and unchanged from
‘Extraordinary’ Circumstances In UK Can Only Mean One Thing: More QE!
More liquidity. More accommodation. The BOE on Thursday upsized its QE program. That was expected.
The Good Kind Of ‘Weird,’ The Bad Kind Of Message
Global equities surged Thursday, as markets were seemingly thrilled at the prospect of an imminent
Nomura’s McElligott: For Markets, The Presidential Election Is Now Effectively A ‘Red Herring’
If you had duration, flatteners, and long growth/short value on as election hedges against what,
In More ‘Canary’ News, US Services Sector Appears To Decelerate
US services sector activity decelerated in October, ISM said Wednesday. The headline print, 56.6, is
The ‘Blue Fade’ Trade
Wednesday was all about fading the “blue sweep” narrative, as overnight price action spilled over
Insult To Injury: Lackluster Private Payrolls Cry Out For Stimulus Just As ‘Blue Wave’ Hopes Fade
If ADP is any indication — and it may not be, considering its poor track
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