US equities screamed higher Monday, even as the path to a pre-election stimulus deal remained
Category: Markets
Hypothetical, Tax-Related Selloff A Year From Now Would Be Good Buying Opportunity, JPMorgan Says
Looking for a reason to get bearish on US stocks in the fourth quarter of
Nomura’s McElligott Talks Post-Election ‘Right-Tail Risk,’ Return Of ‘The Ghost Of August’
Fiscal stimulus is the “new QE,” Nomura’s Charlie McElligott wrote Monday, editorializing a bit around
Goldman: Dollar May Head To 2018 Lows In Democratic Sweep
On the off chance you were confused as to what factors will influence FX over
Exercising Control
Investors come into the new week with scarcely more clarity on another round of US
Extraterrestrials
Larry Kudlow repeated a familiar talking point on Sunday: The US economic recovery doesn’t depend
Cash Quandary And The Risk Of ‘A Typical Downward Spiral’
Blue-chip US corporates may end up borrowing as much as $2 trillion in 2020, an
$2 Trillion In A Pandemic? Corporate America’s 2020 Debt Binge Has No Precedent
No, really. “Investors really can’t get enough high-grade corporate bonds,” Bloomberg’s James Crombie wrote late
Earnings Season Is Here
Assuming market participants can somehow focus on corporate fundamentals amid what is sure to be
Wild Blue Yonder
If you ask me, one of the most amusing aspects of the evolving market narrative
The Stories We Tell Ourselves
Mohamed El-Erian, “with his decades of investing experience” (to quote Bloomberg), doesn’t think there’s any
‘So Many Things Could Go Wrong’
If it’s more evidence of the market’s growing conviction around a changing of the guard
Trump Now Says He Wants A Bigger Stimulus Deal Than Pelosi. But It’s Not Up To Them
Predictably, Donald Trump turned out to be totally unpredictable during his first week on the
72 Hours Later, ‘Art Of The Deal’ Produces $1.8 Trillion Concession
Less than 72 hours after declaring, in a series of irritated tweets, that stimulus talks
Are We Just Marking Time Until Rising Yields ‘Short-Circuit’ The Equity Rally?
Rightly or wrongly, the market appears to be pricing out Donald Trump. The 2016 experience
‘The Top’ Is Near And The World Is Changing
The top in asset prices will come between the election and inauguration, BofA’s Michael Hartnett
Divining The Odds
The dollar slipped and stimulus talks remained in focus Friday as US investors hoped to
Maybe The Fed Should Just Let Stocks Crash
“It’s not that we have no tools. But the fiscal policy tools are much more
Albert Edwards Doubts Bond Selloff Has Legs. And That’s Good For The FAAMG Bubble
“The US equity market rally over the last few years, concentrated almost exclusively on FAAMG
Wrong. Jobless Claims Tell Us Plenty
840,000 Americans filed for unemployment benefits last week, down 9,000 from the previous week’s upwardly
Fed Minutes Show Officials Assumed Additional Fiscal Stimulus This Year
Minutes from the September FOMC meeting find Fed officials debating the relative merits of moving
US May Target Tencent, Ant Group With Potential To Disrupt World’s Largest IPO
In a move perhaps designed to cast a pall over what could be the world’s
Would You Trade A 4% Haircut In The S&P’s Fair Value For Sanity?
With expectations for a Democratic sweep becoming more entrenched by the day, market participants with
No Church In The Wild
Journalists long ago ran out of euphemisms when it comes to describing Donald Trump’s singular
Powell Hurts Own Cause, Feeds Budget Hawks By Parroting Deficit Myths
At this point, you’d forgive Jerome Powell (and most of his colleagues) for being frustrated
‘With Less Than 30 Days’: Goldman Recaps Cross-Asset Election Outlook After Trump Virus Scare
“The S&P 500 equal-weighted index had one of the largest daily outperformances since the GFC”,
Nomura’s McElligott: Market Is ‘Full-Throttle Embracing Biden, Blue Wave’
Price action on Monday was indicative of a market “going full-throttle” in its “embrace of
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