The dollar slipped and stimulus talks remained in focus Friday as US investors hoped to
Category: Markets
Maybe The Fed Should Just Let Stocks Crash
“It’s not that we have no tools. But the fiscal policy tools are much more
Albert Edwards Doubts Bond Selloff Has Legs. And That’s Good For The FAAMG Bubble
“The US equity market rally over the last few years, concentrated almost exclusively on FAAMG
Wrong. Jobless Claims Tell Us Plenty
840,000 Americans filed for unemployment benefits last week, down 9,000 from the previous week’s upwardly
Fed Minutes Show Officials Assumed Additional Fiscal Stimulus This Year
Minutes from the September FOMC meeting find Fed officials debating the relative merits of moving
US May Target Tencent, Ant Group With Potential To Disrupt World’s Largest IPO
In a move perhaps designed to cast a pall over what could be the world’s
Would You Trade A 4% Haircut In The S&P’s Fair Value For Sanity?
With expectations for a Democratic sweep becoming more entrenched by the day, market participants with
No Church In The Wild
Journalists long ago ran out of euphemisms when it comes to describing Donald Trump’s singular
Powell Hurts Own Cause, Feeds Budget Hawks By Parroting Deficit Myths
At this point, you’d forgive Jerome Powell (and most of his colleagues) for being frustrated
‘With Less Than 30 Days’: Goldman Recaps Cross-Asset Election Outlook After Trump Virus Scare
“The S&P 500 equal-weighted index had one of the largest daily outperformances since the GFC”,
Nomura’s McElligott: Market Is ‘Full-Throttle Embracing Biden, Blue Wave’
Price action on Monday was indicative of a market “going full-throttle” in its “embrace of
Invincible Heroes
Global markets were muted Tuesday following Donald Trump’s return to the White House from Walter
Did Markets Start Pricing Out Donald Trump On Monday?
“We’re still optimistic based on his unbelievable progress”, Mark Meadows said Monday, during remarks to
Some See White House Virus Scare Increasing Odds Of Undisputed Election
“At the margin, markets seem to have lowered the chance of prolonged uncertainty post-November 3”,
No Time To Die In New York (Or Bethesda)
It certainly wasn’t clear that risk assets (i.e., equities) should have been any semblance of
No Shirt, No Shoes, Some Service
Activity in the US services sector continues to rebound, the latest read on ISM’s non-manufacturing
Secondary Concerns
It still feels a bit strange to speak about what could move markets in the
‘Collapsing’ Fundamentals And Fingers Crossed For The Future
It probably won’t surprise you to learn that the S&P 500’s entire gain in 2020
Afterthoughts
Everything became an afterthought Friday. Even if Donald Trump’s COVID diagnosis proves to be a
A National Problem
The nation was upended Friday by Donald Trump’s coronavirus diagnosis, but for critics, it comes
Under The Hood Of The September Jobs Report
The September jobs report, the last before the election, took a back seat Friday to
Marko Kolanovic Weighs In On Trump COVID Diagnosis, Stays Positive On Stocks
If you’re reassessing your outlook for equities (or any other asset class) Friday in the
Nomura’s McElligott On Trump Virus News: This ‘Risks A Rapid Change To The Market’s Assigned Election Probabilities’
“Fresh tails” are piling up, Nomura’s Charlie McElligott said, in a Friday note, as the
‘Hardly Anything Else Matters’: One Bank Games Out Scenarios As Trump Has ‘Mild Symptoms’
As you might imagine, analysts spent Friday morning gaming out possible scenarios around Donald Trump’s
Jobs Report Misses As Government Payrolls Decline. Revisions, Falling Unemployment Rate Soften Blow
The US economy added 661,000 jobs in September, far less than the 875,000 the market
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