“Biggest and Best in the History of our Country, and not even close,” Donald Trump
Category: Markets
Goodbye Goldilocks
The prospect of Republicans holding the Senate and proceeding to block Democratic spending proposals was
Jobless Claims, Signal Versus Noise, And ‘Better’ Versus ‘Good’
The US economy rebounded in predictably robust fashion during the third quarter, but the recovery
Lagarde, ECB Confront Double-Dip Recession As Europe Plunges Back Into Lockdown
While explaining France’s new coronavirus lockdowns, Emmanuel Macron was unequivocal in dispelling the notion that there
US Economy Serves Up Predictably Huge GDP Print. But Does Anyone Care?
The US economy expanded at a record pace in the third quarter, the first read
No Magical Solution
Daily coronavirus cases in Germany topped 20,000 for the first time since the onset of
Sell The Stocks. But Don’t Take The Bonds. Or The Cannoli
Blame the virus, blame lockdowns in Europe, blame positioning, or blame your favorite election narrative.
Nomura’s McElligott Weighs In On Wednesday’s ‘Bonkers Freakout’
Selling begets selling into an illiquid market facilitating a vicious downward spiral. It’s a familiar
Fed Is ‘Really’ Out Of Firepower. ‘Only Government Spending’ Can Save Country, Bill Dudley Warns
“If the Fed managed to push that down by another 0.5 percentage point, what difference
This May Be The Biggest Long-Term Risk For Stocks And The Economy
On Tuesday, I talked a bit out the possible disinflationary read-through in the event the
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,
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