JPMorgan’s Marko Kolanovic predicted Donald Trump’s election victory in 2016. In a note dated Monday,
Category: Markets
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
Jobless Claims Top 1 Million Again As Main Street Suffers, Congress Dithers
With some lawmakers in Washington seemingly unconvinced that the economic situation facing Main Street is
Know Your Worth
Stop me if you’ve heard this one before: US equities hit fresh all-time highs with
Janet Yellen’s ‘Starving’ Americans Look On As Global Stocks Hit All-Time Highs
“I think the speaker is going to hold out until the end of September and
The End Of Urbanization? Sam Zell Says ‘Stop Hiding Out In The Hamptons’
Sam Zell is concerned about American cities. And you can probably guess why. Over the
Virtual Reality
If there’s a “method” to someone’s “madness”, is it still “madness”? That’s a question the
Preventing ‘Mass Extinction,’ Arbitrary Arrests, Soybeans And $700 Apples
Global equities loitered near their post-March peaks on Wednesday, as those not on vacation (or
Humans And Their Bear Markets
The phrase “bear market for humans” flashed across Bloomberg Television on Tuesday afternoon, just as
Is There Hope For Global Trade Yet?
Global trade rose in June for the first time since December on a monthly basis,
As Housing Booms, Confidence Busts
In yet another sign that the US housing market is a “booming” bright spot in
Tasseography (Best Buy Edition)
Like Target and Walmart, Best Buy posted results that generally beat analyst estimates for the
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