On Tuesday, I talked a bit out the possible disinflationary read-through in the event the
Category: Markets
Coughs And Coffins
The mood turned dour indeed on Wednesday, as hand-wringing tied to new virus lockdowns in
‘What If He Does It Again?’ Hedging An ‘Unthinkable’ Trump Victory
Earlier this month, in “‘So Many Things Could Go Wrong’,” I talked briefly about the
Confidence, Core Competencies, And CAT Naps
Are the “fundamentals” sound? The answer on Tuesday was: “It’s complicated.” Durable goods orders beat,
From ‘Chaos’ To ‘Blue Wave Mania’: Nomura’s McElligott On Election ‘Narrative Overshoots’
Observing the evolution of the election narrative through the market’s beer goggles has been quite
China Has Seen Enough Yuan Strength, Apparently
Beijing has apparently seen enough yuan appreciation for the time being. Just hours after Guan
Eating Out In Germany & Drinking Water On The Moon
Lockdown worries continued to plague market psychology Tuesday, or at least as it relates to
Bitcoin Is Nothing
I always hesitate before putting digital pen to digital page if the subject is Bitcoin.
Diminishing Returns And Fears Of The Unacceptable
“Delicate” was an appropriate adjective on Monday when it came to describing the prevailing mood
Turkey On Brink Of Full-Blown Currency Crisis Amid Epic Erdogan Belligerence
The Turkish lira came into the week besieged. And by that, I mean it’s riding
Boeing Lands In Xi’s Crosshairs As Taiwan Spat Nears Boiling Point
On a day when ominous headlines around new COVID-19 restrictions in Europe were front and
It’s Falling Apart: SAP Collapses On Virus Warning As Europe Stares Into Abyss
A hodgepodge of unwelcome developments undercut risk sentiment as the new week dawned, with the
Watching, Waiting, Hoping
Traders are staring down a data-heavy week ahead of Election Day in the US, as
No, A Capital Gains Tax Hike Under Biden Won’t Be The End Of The World, Goldman Says
A couple of weeks back, JPMorgan’s Nikolaos Panigirtzoglou weighed in on the possible ramifications for
Analysis Versus Propaganda: Whose ‘Plan’ Is Really Better For The World’s Largest Economy?
During the second (and, mercifully, the last) US presidential debate, Donald Trump delivered a characteristically
Nomura’s McElligott On October As The Anti-Status Quo And The ‘New’ Election Tail Risk
October’s action in rates and associated thematic expressions in equities represent a “reversal” of the
America’s New Housing Bubble Is Terrifying And Comforting All At Once
It’s hard to know whether to cheer or shudder at ongoing signs of strength in
Gods Don’t Bleed (But Albert Edwards Isn’t So Sure)
Don’t doubt the gods. That was the lesson learned over the summer of our discontent,
As Spain, France Top 1 Million Virus Cases, Half Of European SMEs May Be Gone In 12 Months
The COVID containment effort is in shambles across Europe, where officials are now grappling with
Indecipherable Data Shows Jobless Claims At Lowest Of Pandemic Era
“Just” 787,000 Americans filed for unemployment benefits last week, considerably better than the 870,000 economists
‘Buying No Matter What’: Risk Aversion And The Ghost Of 2016
Perhaps market participants are too comfortable in the assumption that Joe Biden will prevail next
Back To The Twilight Zone: Companies Get Paid To Borrow During Pandemic
Nothing gets the crowd going quite like negative rates. “Perversion” is a term that invariably
Tail Risks Of The Reconstruction: Nomura’s McElligott, BMO, Goldman Talk Rates, Stimulus, Election Nexus
If everyone else zigs, you may want to zag — at least for a hedge.
Sell Your 92-Year-Old Tree-Trimming Business Before It’s Too Late!, Investment Bankers Shriek
Sell it now before it’s too late! Apparently, that’s the pitch bankers are making to
Faux Deadlines
The stimulus “deadline” in the US on Tuesday turned out not to be a “deadline,”
‘That’s The Plan’: Pelosi, Mnuchin See Stimulus Deal By Saturday, But Senate Hurdle Remains
Predictably, market participants were inundated with stimulus headlines after the closing bell Tuesday, as a
Netflix Results Point To End Of Pandemic Bump
Is the pandemic bump over? That’s one question investors will want answered from big-cap US
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