The COVID containment effort is in shambles across Europe, where officials are now grappling with
Category: Markets
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
‘We Should Have Done Something. But I’m Not Optimistic’
Nancy Pelosi stoked stimulus optimism Tuesday during remarks to Bloomberg Television just hours ahead of
‘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
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