In some respects, the Fed is likely a bit disappointed with the outcome of the
Category: Markets
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
‘Very Messy’: Analysts Weigh In On Fraught US Election
Markets could have done without Donald Trump falsely declaring victory while simultaneously deriding the US
Ant Problems: World’s Largest IPO Slapped At Last Minute
It’s difficult to imagine anyone had much room on their mental “balance sheet” (if you
Here Is Your ‘Last Chance’ Tactical Election Rundown
Having delivered on what I felt was an editorial obligation to mark the US election
(Dangerously) Aloof
“Did you send me a check?” It was the accountant. He never says “Hi” or
Meanwhile, In Junk Exodus News…
The following short bit will come as no surprise to regular readers, and as such,
Glass Half Full Crowd Gets Another Fireball Shot From Scorching ISM
In another piece of evidence to support the recovery narrative stateside, ISM manufacturing printed a
Jefferies’ Zervos: US Election May Be ‘Market Non-Event Of The Century’
In a note out late last week, JPMorgan’s Nikolaos Panigirtzoglou suggested that the market’s obsession
JPMorgan: Equity Bull Market Set To Resume. Central Banks Matter More Than Fiscal Stimulus
Over the past two months, the consensus narrative vis-à-vis policy and stimulus generally revolved around
Crude Carnage, China ‘On Track’ And ‘When Does The Pub Open Again?’
Global equities were generally buoyant Monday, kicking off a pivotal week with gains despite a
Fed Meeting, October Jobs Report Are Election Week’s ‘Other’ Big Events
It feels somehow trivial to mention (let alone analyze) next week’s “other” marquee events and
And Now, Another Astounding FAAMG Factoid
The US equity market is a lot like American society — inegalitarian and defined by
An Eleventh Hour Election Warning For Traders And Investors
Editor’s note: The following piece first ran here on Sunday. We’re keeping it featured prominently
‘Classic Toppy Signs’ In An Insane World
The next US president, whether Donald Trump (again) or Joe Biden, will inherit one of
‘Unfathomable Consequences’
The last full week of trading before America’s date with what some still fear will
‘Efficiency Work’
It’s fair to say 2020 has been a disastrous year for Exxon. The company, once
Drunken Dart Games (Don’t Get Excited: This Is About Personal Income And Outlays)
The last of this week’s data deluge washed over markets that didn’t generally care on
From Record-Setting Growth To Double-Dip Recession: Europe’s Fate Seen Sealed
The euro-area economy expanded at a record pace in Q3, as the same “turn the
For America’s Tech Titans, Weight Of The World Gets Heavy
Tech shares weighed on equities Friday, as solid earnings from Apple, Facebook, Amazon, and Alphabet
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