Nancy Pelosi stoked stimulus optimism Tuesday during remarks to Bloomberg Television just hours ahead of
Category: Markets
‘OK, Google, Call The Lawyers’
Months in the making, the Justice Department’s antitrust case against Google is set to go
Mitch, Please…
Donald Trump on Tuesday doubled down on the notion that he can cajole Mitch McConnell
This Is No Lehman. Meet Me At Dave & Buster’s!
There’s talk of “lockdowns 2.0,” which I suppose is market parlance for politicians’ latest efforts
Nothing Is A Panacea
Tuesday was the ostensible “deadline” for The White House to meet Nancy Pelosi’s demands if
‘It’s Running Out’: Yellen, Chase Researchers Say Americans May Be Tapped Out
“Monetary policy has already done a huge amount,” Janet Yellen said Monday, speaking in an
Boilerplate Lines, Pernicious Canards
Stop me if you’ve heard this one before: US equities came into the new week
China’s Economy Grew Less Than Expected In Q3, But September Activity Data May Carry The Day
“Unscathed” isn’t the right word. Neither is “resilient.” Rather than cycle through my mental Rolodex
48 Hours, Two Minutes, Many Numbers
“If you said a trillion-eight, if you said 2 trillion, if you said 2 trillion-two
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
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