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Category: Markets
Europe Haunted By Jobless Recovery
At least the PMIs beat — is what the optimists can say on Friday, as
Damn The Torpedoes: Investors Plow Another $11.6 Billion Into Credit Funds
I suppose it’s only fitting that the latest flows data from Lipper shows another week
Consequences And Concerns
“We’ve got [an] inventory that has incredibly low delinquency embedded in it right now and
Albert Edwards Predicts Zombie Apocalypse
I take a relatively sanguine view of the Fed’s foray into corporate bond buying. That’s
Nomura’s Charlie McElligott Outlines ‘The Largest Pain Trade In The World’
Earlier this week, in “Control“, I described the moribund action in US rates. If (when)
Jobless Claims Rise For First Time Since March As Congress Teeters On Fiscal Cliff
During the second installment of the White House’s rebooted coronavirus press briefings, Donald Trump predicted
‘Unprecedented’
“No laughing matter”. That’s how one bank described the escalating consular battle between the US
Dollars At A Discount (Long Live The King)
Underpinning the rally in risk assets from the panic lows seen during the worst days
We’ll Take 100 Million (Assumptions Questioned)
“Yes, we’ll take 100 million of them, please”. The US government plans to pay nearly
Ackman Shorts Junk, Is ‘Cautious’ Near-Term. Still ‘Bullish On America’
Bill Ackman is “long-term bullish on America”, he told CNBC Wednesday. That much hasn’t changed.
‘Exactly What We Don’t Need’: US-China Escalation Threatens To Derail Stimulus-Fueled Rally
A new, and potentially serious escalation on the geopolitical front put risk assets on the
In ‘Unprecedented Escalation,’ Trump Evicts China From Houston Consulate
A day after accusing Beijing of providing support to malicious hackers, the US has forcibly
Harley Bassman’s Trades For The Election
[Editor’s note: The following is the latest commentary by Harley Bassman. If you’re not familiar
Getting Even And Getting Out?
The fact that US equities (the S&P in this case) turned positive for the year
LinkedOut & Locked Down
“One-third of US CFOs now expect it will take more than six months to get
Nomura’s McElligott: Momentum Now Acts Like A ‘Straight-Up 60/40 Portfolio’
“Days like yesterday express the challenge for managers right now, as the ‘everything duration’ trade
A Good Slippery Slope
“Sometimes a slippery slope is a good thing”, wrote former trader Richard Breslow on Tuesday.
Rip Van Winkle And Escape Velocity
You could have slept through the first seven months of the year and you’d never
‘Natural Symbiosis’ Between Stocks, Fundamentals ‘Rendered Almost Dysfunctional,’ One Bank Says
Over the course of the market’s dramatic rebound from the March panic lows, one of
Nomura’s McElligott: Systematic Strategies Helping Drive Rally As CTAs, Vol-Control Mechanically Buy
“With the simple mathematical reality of realized volatilities over short-term (trailing) windows likely collapsing lower
The Virus, The Jobless And The Ant Man
“The situation is really severe and there is no sign that it is under control”,
Taboos Falling
After some 72 hours of needlessly fraught negotiations aimed at sealing a deal to launch
Who And What Is Behind The After-Hours Performance Disconnect In US Stocks?
“Up until the end of March, there was little divergence [but] since April, all of
Necessity Is The Mother Of Legislation: Here Comes The Fiscal Cliff
They say necessity breeds invention, which is understandable because you might not be inclined to
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