It’s now widely (if begrudgingly) accepted that many developed nations are engaged in a version
Category: Markets
‘Not Anathema’
“The big surprise under a Democratic sweep would be a rally”, BofA’s Savita Subramanian wrote
Pandemic Ushers In ‘Night Of The Living Debt’
The coronavirus crisis and attendant recession are nobody’s “fault”. That’s a common refrain, and it
‘This Is Uncharted Territory’: Wall Street Weighs Prospect Of Contested Election Outcome
“The items are the post office and the $3.5 billion for mail-in voting”, Donald Trump
‘Then, The World Stopped’: Goldman Raises S&P Target By 20% After ‘Remarkable’ Six Months
“Despite” is a word that gets bandied about quite a bit these days. For example:
90 Days: Trump Delivers Another TikTok Order. Commands Divestiture After CFIUS Review
Just in case ByteDance didn’t get the message, Donald Trump on Friday evening ordered the
Ride Of The Valkyries (Endangered Species)
“Now I can’t stop humming Ride Of The Valkyries, while imagining bond vigilante helicopter gun-ships laying
An Unequal Credit Boom For An Unequal Nation
“I have directed @stevenmnuchin1 to get ready to send direct payments to all Americans”, Donald
American Consumers Say Uninterrupted Growth Won’t Return For Five Years. Nobody Told Stocks, Though.
Overall, consumers are feeling about the same now as they were a few weeks back,
‘Raise Inflation Hedges Big Time’: Is The Genie Already Out Of The Bottle?
Who’s concerned about inflation on the heels of the biggest global demand shock in at
The Virus Strikes Back (Too Complacent)
Foreboding headlines around COVID-related travel restrictions put a dent in risk appetite Friday, as the
Retail Recovery Faltered In July, But Mixed Data Blunts Impact
For all the talk about a “V-shaped” recovery in the US economy, the only top-tier
China’s July Data Deluge Disappoints As Retail Sales Fall Again
The Chinese economy continues to exhibit signs of stabilization, but activity data for July released
Credit Flow Bonanza Continues, While Apple Taps Market For $5.5 Billion It Doesn’t Need
Another week, another big haul for credit funds. At a time when the market’s appetite
Five On It
Make it five. Treasury yields rose a fifth session Thursday after the closely-watched 30-year sale
Stalemates And Stagflation
“I don’t know”, Nancy Pelosi said Thursday, asked when she might sit down again with
Where’s The Rent Deflation?, Albert Edwards Asks The Bureau Of Labor Statistics
One of the many explanations rolled out when explaining the monumental ~54% surge in US
Mike Pence Made A Wild Claim About The US Jobs Market. It’s Propaganda.
“It’s unbelievable the twilight zone that we’re sort of living in, where people just say
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
You must be logged in to post a comment.