Wherever they end up, negotiations around another virus relief package in the US haven’t gone
Category: Markets
Strong ADP Report Bodes Well For September Payrolls As Stimulus Talks Continue
US firms added 749,000 jobs in September, ADP said Wednesday. That was more than the
Markets Grapple With Debate Debacle, EU Tariff Threat, China Antitrust Probe Into Google
“If the US presidential debate had, in election night fashion, flashed up a picture of
Chicago PMI Was So Good It Decided To Come Out Early
The Chicago PMI is supposed to come out at 9:45 AM ET, but on Wednesday,
China PMIs Beat, Ostensibly Bolstering Recovery Case
China’s economic recovery remained largely on track in September, PMI data out Wednesday suggested. The
Ambiguous Ambiguity
When it comes to US equities and a prospective Joe Biden administration, the debate has
‘For Some Reason’ America’s Government ‘Just Can’t Get It Done’
The daily rate of positive coronavirus tests hit 3.25% in New York City, Bill de
Nomura’s McElligott On ‘Doomsday Prepping’ And The Underpriced ‘Risk’ Of No Chaos
Assuming no black swans come splashing down in the macro lake, equities may be somewhat
Europe Risks ‘Deflationary Spiral’ As German Data Raises Alarm
If Christine Lagarde and the ECB were already fretting about deflation risks in the months
One Pro’s ‘Machiavellian’ Trump-Mnuchin Theory To ‘Prove Bears Wrong’
[Editor’s note: As many readers are likely aware, fan-favorite Kevin Muir — formerly head of
Much More Money
“Much more”. That’s a rough estimate of what Nancy Pelosi needs to hear from Steve
When It Comes To Huge Corporate Leverage, There Is No Easy Way Out
“Records were shattered on debt, GDP, and leverage”, SocGen’s Stephen Gallagher writes, recapping what will
Thank God For The Technocrats
Equities seemed pretty sure-footed in the earliest trading this week, but separating signal from noise
Stocks Have Cleared Two Of Three ‘Key Challenges,’ JPMorgan Says
The good news is, we’ve cleared two of three key near-term challenges for equities, JPMorgan’s
Risk On In A Risky World
Global equities came into the new week looking for gains as risk appetite was buoyant
Dear Stock Bulls: Don’t Fear The Inflation Monster
Will rising inflation weigh on equity prices via higher nominal interest rates? Spoiler alert: Probably
Trump Administration Sanctions China’s Top Chipmaker In Possible ‘Tipping Point’
Earlier this month, shares of Semiconductor Manufacturing International, China’s top chipmaker, plunged on reports the
Counting Down To The Unknown
All’s well that ends with the Nasdaq posting its first weekly gain in four, I
Return Of The King
The dollar is back. Or at least it was for a week. A steadily declining
Goldman: S&P Can Trade Election Outcome Even If AP Doesn’t Call A Winner
Market participants’ concerns about the prospect of a contested US election are becoming more acute
One Week After Buying The Dip, Investors Run Screaming From US Stocks In 3rd Biggest Outflow Ever
One week on from the biggest inflow into equities since March of 2018, investors fled
To Hell And Back Again (And Why September Doesn’t Presage A ‘Big Bear Move’)
It’s been a wild year. How’s that for an understatement? Consider that nine months later,
Priorities
There’s plenty of time between now and the election for The White House and the
‘The Tendency Of Order To Degrade Into Disorder’: Kocic On An ‘Anything But Ordinary’ Election
US lawmakers on Thursday sought to reassure a nervous nation. For two centuries, America has
As Junk Bond Sales Smash All-Time Record, Outflows Suddenly Accelerate
In what looks like more evidence that September’s equity market tumult is spilling over into
‘Volfefe’ And The Peaceable Passing Of Power
If Donald Trump was trying to raise (more) eyebrows by refusing to commit, explicitly, to
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