“It’s unbelievable the twilight zone that we’re sort of living in, where people just say
Category: Markets
US Jobless Claims Drop Below 1 Million In Pandemic Milestone
Last week, the US labor market got a double-dose of good news. The headline print
Leadership Struggle (And Revisiting The Austin Powers World)
Risk appetite appeared to wane a bit Thursday with stimulus talks still deadlocked in Washington.
Resurrection
The pro-cyclical nature of the action in US equities witnessed over the past several sessions
Junk. Lots Of It.
Twice. That’s how many times during the first two days of this week I addressed
According To One Key Measure, The Pandemic Never Happened (But Don’t Tell Stein Mart)
There’s been no shortage of attention paid this week to the S&P 500’s apparently imminent
If You’re Not Safe In New Zealand (A Pair Of Reminders)
Amid a back-up in yields stateside and ongoing upside “surprises” in key data points both
Coal Mine Canary? CTAs Flip Short Bunds During ‘Heck Of A Week For Pain Trades,’ McElligott Says
Tuesday was potentially important. I tried to drive that home after the dust had settled
Core CPI Surges Most Since 1991. So, There’s That
It probably wouldn’t be correct to say July’s US inflation data is “pivotal”. Rather, a
‘Nothing Is Rock Solid’. Even Yellow Metal.
Following an egregious daily rout, gold took investors for a wild ride Wednesday, and you
Are Corporate Bonds A Bubble (Again)?
“Are credit spreads currently too tight relative to the severity of the current downgrade and
Bludgeoned: Gold Plunges Most In Seven Years As Bottom Finally Falls Out For Bullion
It was destined to happen. Those looking for a dip-buying opportunity in gold got it
Is It Happening? US Stocks May Be ‘First-Movers’ In Coming Reversal, Pain Trade
Markets exhibited a desire to extend the pro-cyclical bent witnessed over the past couple of
Great Expectations
Markets (or, at least the financial media) seem enamored with the idea that Donald Trump
From Volkswagen To Apple To Dentists And Roofers: What The Fed’s Been Up To
Those interested to know what the Fed bought recently as part of its efforts to
Real Kryptonite Cameo Triggered Largest Gold ETF Outflow Since March Panic
Late last week, US real yields rose the most since June, snapping an eight-day decline.
Nomura’s McElligott: The M2 Pro-Cyclical Signal May Be ‘Triggering’ In Stocks
Last week, Nomura’s Charlie McElligott suggested that those looking for a real “reflation signal” should
El-Erian Says ‘Band-Aid’ Actions May ‘Further Undermine’ US Prestige. Goldman Sees Early September ‘Deadlines’
It’s “not nothin’”, so to speak, but it’s not a long-term solution. That was the
July’s ‘Great’ US Jobs Report Hid Grim Milestone
Donald Trump’s go-it-alone approach to virus relief met with mixed reviews on Sunday and Monday.
Bad Behavior, Seditious Words
Tencent shares were hit again Monday, falling nearly 5% as the market continues to fret
High Drama, High Valuations, And ‘Slightly Scary Theories’
Headed into the new week, the S&P 500 hadn’t seen a losing session since July
The Bond Market Sent Out A Warning Late Last Week. Was Anyone Listening?
The market delivered a warning to gold bulls, big-cap tech investors, and dollar bears on
Profits At Saudi Aramco Collapse 73% To ‘Just’ $6.6 Billion. Dividend Plan Unchanged
Unlike BP and Shell, Saudi Aramco isn’t cutting its dividend despite one of the most
Trump Pulls The Trigger, Signs Orders On Jobless Benefits, Payroll Taxes
Donald Trump moved ahead Saturday with executive action aimed at preserving a handful of key
Warren Buffett Still Believes In Himself. Everyone Else Is An Open Question.
Disciples of Omaha’s most famous granddad will be pleased to know that during the second
‘So Bearish, I’m Bullish’ (And Why The Biggest Stock Outflow Since Vol-pocalypse Is ‘Good’ News)
“The only time to worry about stocks is when US equity fund flows turn positive”,
An ‘Extremely Low Bar’: Goldman Raises S&P EPS Forecasts After FAAMG-Assisted Quarter
The bar was extremely low. The most challenging earnings season in living memory is now
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