“Investors” are flocking to Bitcoin as fears of currency debasement grow. That’s this week’s cryptocurrency
Category: Markets
Vaccine Trade Bandwagon Jumpers Should Be Wary Of Calling Top On Tech Bubble
As the encouraging vaccine news piles up, one imagines the calls for a sustainable rotation
95% (And A Stocking Stuffer Idea)
Pfizer on Wednesday said its COVID-19 vaccine, jointly developed with BioNTech, is 95% effective according
The Vagaries Of Being Walmart In A Pandemic
Walmart, a company which knows a thing or two about the retail business, didn’t have
Macro Tourist: I’m Shorting Tesla On The Index Inclusion News
“Well, it finally happened.”
Market Close To ‘Full Bull,’ BofA Says
We’re close to “full bull,” BofA’s Michael Hartnett declared, in the latest edition of the
Retail Sales Stumbled In October, Which Isn’t Surprising Because People Are, You Know, Starving
Some will call it inevitable. US retail sales rose just 0.3% in October, less than
Nomura’s McElligott: Investors ‘Respect’ Potential For More Shocks. Complacency Not Currently An Issue
While the global equity rally looked poised to cool in the face of new virus
Pay No Attention To That Flaming Country
The latest wave of vaccine optimism receded a bit on Tuesday as the reality of
Diminishing Returns And WAM Chatter Galore
As expected, Monday’s encouraging vaccine news from Moderna prompted outperformance from value, small-caps, and other
Goldman On The Dollar: Depreciation To Extend Into 2021 – And ‘Possibly Well Beyond’
The broad, trade-weighted dollar will decline 6% over the next 12 months, Goldman says, in
Morgan Stanley: ‘Keep The Faith’ After ‘Super-Charged’ Global Economic ‘Take-Off’
“Keep the faith, trust the recovery” and buy stocks. That, in a nutshell, is the
Rotation On? Moderna Vaccine News May Presage Encore For Historic Factor Reversal
The reaction to Moderna’s encouraging COVID-19 vaccine data, released exactly a week after a similarly
‘A Pivotal Moment’
Global equities found quite a bit to like in trade news and economic data out
China’s Key October Data Is Good Enough. PBOC Moves To Quell Liquidity Concerns
China’s economic recovery remained largely on track in October, activity data out Monday suggested. Retail
New Week, Same Virus
Markets will kick off the new week confronted with more disconcerting news flow around the
Head-Fakes And One ‘Giant Logistical Project’
Some would probably tell you the dramatic rotation that played out in the equities space
Gather ‘Round Children, It’s Time For A Liquidity Ghost Story
“If Democrats take control of the Senate after the January 5th Georgia runoff elections, our
While You Were Watching The Election Soap Opera, Earnings Season Was ‘Stellar’
You may not have noticed, but Q3 earnings season went remarkably well. In fact, it
Investors Just Rushed Back Into Junk
Earlier this week, US junk bond yields hit all-time lows amid the rampant euphoria that
‘Game Changers’ (Crashes & Squeezes)
This will be a week remembered for the largest one-day momentum crash and the biggest
Election Blues For Red Consumers
Consumer sentiment unexpectedly declined in the preliminary read on the University of Michigan survey for
‘Sell The Vaccine’ (And The Biggest Ever Inflow Into Global Equities)
“We are sellers” into vaccine strength, BofA’s Michael Hartnett said, in the latest edition of
Lukewarm Congratulations
Global equities were mixed and Wall Street looked to end a rollercoaster week with gains
Trump Abandons Stimulus Push With 10 Million Americans Jobless. Focuses On Election Litigation
Donald Trump has given up on passing another virus relief bill. Or, if you like
From ‘We’re All Gonna Die’ To 15-Sigma ‘Hope’ Shocks (And Beyond)
Nothing is certain in life besides truisms, tautologies, death, and taxes, and even the latter
Disinflation Dominates. Historic Surge In Used Car Prices Ends
If it’s signs of inflation in the US you’re looking for, you won’t find them
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