“Is risk parity dead?” probably isn’t the right question. In the same vein, “the end
Category: Markets
ADP Misses By A Mile, Clouding Outlook For August Jobs Report
Given ADP’s recent track record vis-à-vis NFP, I suppose it would be foolish to put
First World Problems
Predictably, the euro pulled back Wednesday after Philip Lane emphasized that the currency “does matter”
‘Zoom’ Goes The Money Printer
The tech “crash up” went vertical Tuesday as shares of Zoom took off on a
‘LOLWUT’: Nomura’s McElligott Explains Tech’s Upside Summer Crash
There’s “consternation” about the “spot up, vol up” dynamic evidenced in US benchmarks of late,
Economy Booming, Says Numbers
“The recovery is on track”, they’ll say, if they haven’t already. The market easily cleared
No Ceilings (Spacemen)
The dollar slumped to a fresh two-year low and the vaunted “stay at home” trade
Lagarde’s Trial By Fire Continues As Europe Sinks Into Deflation
Europe had its first brush with deflation in four years in August, as the effects
Stocks Up, Vol Up And ‘The Mighty Call Trading Legion’
Monday was yet another session that found stocks rising alongside volatility, although the S&P ended
Marko Kolanovic: Investors Should Position For Rising Odds Of Trump Victory
JPMorgan’s Marko Kolanovic predicted Donald Trump’s election victory in 2016. In a note dated Monday,
Clarida: Our Employment Models ‘Have Been Wrong’
On Monday, Richard Clarida delivered a fairly lengthy series of prepared remarks for a webcast
China Looks Poised To Inflate A Tech Bubble Of Its Own
The Chinese economic recovery continued apace in August — or at least that’s the official
Warren Buffett Goes Sogo Shosha
Japanese stocks outperformed to start the new week as news of Berkshire’s $6 billion stake
Redundancies
In “Gods“, I described an inegalitarian market that not only reflects, but also feeds, an
Coffee Grounds
I’ve no need to venture off the proverbial “grounds” for coffee. Over the years, I’ve
Steeped In It
Another day, another record high for US equities. The S&P rose a seventh straight day
As Correlations Collapse, Thank ‘Tech Bubble’ For Low Index Volatility
I’ve committed gallons of digital ink to the noble cause of documenting the scope of,
S&P 500 Now Third-Most Expensive In 120 Years, As Tech Decouples
Well, we did it. We created an equity bubble during a global depression brought on
Pulse Check
Markets have been subjected lately to a deafening cacophony of viewpoints around whether and to
Markets Ponder Life Without Abe As Resignation Raises Policy Questions
“I am not confident of responding to the trust of the people while I am
Max Dovish
“Stocks rise, yield curve steepens” was the five-word summary for Thursday’s action in US equities
‘Historic Fed Shift’ Was A Good Headline While It Lasted
“We’re going to try to make up for past misses, but it’s going to be
One Year Later, Fed Formally Adopts Alexandria Ocasio-Cortez Approach To Employment
“I’ve been seeing lately that economists are increasingly worried that the idea of [the] Phillips
Jerome Powell’s Big Reveal: ‘Flexible Average Inflation Targeting’ Is Here
As expected, Jerome Powell used his address to this year’s virtual Jackson Hole symposium to
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