[Editor’s note: As many readers are likely aware, fan-favorite Kevin Muir — formerly head of
Category: Markets
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
Nomura’s McElligott Talks Short Gamma, ‘Robinhood YOLO’ing’ As Tech Heads For Worst Month Since 2008
Equities are unshackled this week post-last Friday’s quad witching expiry, and the “unclenching” effect from
Turkey’s ‘Stunning’ Rate Hike And The Folly Of Misreading Autocrats
Believe it or not, Recep Tayyip Erdogan let Murat Uysal hike rates on Thursday. Turkey careened
Rise In Jobless Claims Adds To Economic Concerns Amid Stimulus Stalemate
870,000 Americans filed for unemployment benefits last week, more than the 840,000 the market was
Tales Told By Idiots
“Lockdown lite” is the strategy in Europe for containing a second coronavirus wave. While stopping
Paper Tigers
As markets look warily ahead to the most consequential US election in modern history, it’s
Crazy Times, Brave Vol Traders, And The ‘God Forbidden Realization Of Chaos’
Crazy times On Tuesday, after a half hour search finally turned up my missing envelopes
King Dollar Faces Worst Policy Mix In Decades ‘Whoever Wins’ Election, One Bank Says
“It’s all about horseraces now”, Deutsche Bank’s George Saravelos declares, kicking off a lengthy FX
‘Gangster Extortion’: China Mounts Media Blitz Against Trump’s TikTok Deal
“What the United States has done to TikTok is almost the same as a gangster forcing
Into Reverse
It’s not entirely clear “why”, but equities were reasonably well supported Wednesday, as Wall Street
Cracks Emerge In Junk As Stock Slump Spills Over
There’s consternation in high yield bonds. Or at least that’s the impression one gets from
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