“If you said a trillion-eight, if you said 2 trillion, if you said 2 trillion-two
Category: Markets
The (Corporate) World According To COVID-19
Of 345 publicly-traded companies in the US with market caps greater than $25 billion, 43
It’s Not ‘Debt’
The world is “awash” in debt. It’s not “sustainable.” “Something’s gotta give.” Familiar refrains, all.
2021 And The ‘6 P’s’
It’ll be “tough” for equities to keep hitting new highs now that volatility, spreads, and
‘Currently’ Things Aren’t Great
The preliminary read on University of Michigan sentiment for October shows consumers are concerned about
Idle Hands
On Friday, we’re thankful the US is a consumption-driven economy. Why? Well, because retail sales
Damn The Torpedoes, Honey. Go Shopping!
Retail sales, one of the few top-tier economic indicators to stage a “real” V-shaped recovery,
Waiting Games
Markets were optimistic Friday as investors awaited news on fiscal stimulus in the US and
The Bankers Are Fine
US equities managed to recover from fairly steep early losses to close mixed Thursday, as
The Best-Laid Plans Of Traders And Pollsters
Escalating rhetoric from Donald Trump and lingering suspicions that, after 2016, the polls can’t be
Jobless Claims Rise As Stimulus Talks Crash, Burn
898,000 Americans filed for unemployment benefits last week, more than the 825,000 economists expected. It
Nomura’s McElligott: ‘You Cannot Overstate The Gamma Impact Of Single-Name, Mega-Cap Tech Options’
The flagging fiscal stimulus push in the US and escalating virus lockdowns in Europe are
Morgan Stanley Joins Goldman, Posts Robust Trading Results. But Bank Stocks Don’t Care
Morgan Stanley rounded out a mixed week of big bank earnings Thursday with a set
A World Of Problems
Global risk sentiment deteriorated markedly on Thursday as virus fears, waning odds of a pre-election
Spooz And Blues: The ‘Final Hurrah’ Of Wall Street Over Main Street?
It was a terrific trade, but its time is up.
‘Reality’ Is Knocking
Steve Mnuchin did something exceedingly rare for a top Trump administration official on Wednesday —
It’s Not The Economy, Stupid. It’s Your Identity
On Wednesday, Donald Trump delivered a series of remarks on the economy in a webinar
Amid ‘Shades’ Of Dot-Com Bubble, It’s Time To Switch Out Of Big US Tech, One Bank Says
“Long US Tech” was identified as the most crowded trade in the world for the
Goldman Has One Word For Its Q3 Results: ‘Strong’
“No weakness!,” shrieked someone at Goldman, which reported Q3 EPS of $9.68 on Wednesday, making
Bank Of America Delivers Underwhelming Hodgepodge Of Numbers It’s Calling ‘Q3 Results’
Third quarter results from JPMorgan and Citi suggested the worst-case scenario for consumers and businesses
Overall, Pretty Strong
The nice thing about self-imposed deadlines is that you can always extend them, which is
Harley Bassman Presents: ‘War And Peace’
“The strongest of all warriors are these two — Time and Patience” “War and
The Recession Is Over (According To Fund Managers, Anyway)
The “bottom line” among respondents to the October edition of BofA’s closely-watched Global Fund Manager
Go Big Or I’ll Tweet!
“STIMULUS! Go big or go home!!!,” Donald Trump exclaimed on Tuesday, in a public version
Sane Policies Are Not ‘Virtue Signaling’ (And Other Takeaways From The IMF’s New Outlook)
For what it’s worth — which at this juncture probably isn’t much — the IMF
Nomura’s McElligott: It’s ‘Déjà Vu All Over Again’ As August Comes Calling In October
The ghost of August is calling, Nomura’s Charlie McElligott reiterates, in a Tuesday note largely
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