You could argue that the Fed is getting what it wants. Or at least achieving
Category: Markets
Into America’s Two Possible Futures With Deutsche’s Aleksandar Kocic
The pandemic has laid bare underlying “social and economic malfunction, which would have remained latent
Bipolar, Bimodal.
“There’s been a lot of healing, and that’s what the market is reflecting, but there’s
Bernanke, Yellen: Congress Should Increase Deficit. Debt Concerns Not Paramount In Emergency
By Ben Bernanke and Janet Yellen on July 17, 2020 In many respects this recession
‘1999-Lite’, Why Markets Are Up Big, And What Comes Next
We’re living in “1999-lite”, according to one bank’s popular weekly flows update. It’s all about
Exodus: Tax Week Sees Massive Outflow From ‘Cash’
Meanwhile, from the “worth mentioning” files… The tax deadline appears to have prompted one of
Crossing The Rubicon And Buying The Dips
A scan of the headlines on Friday reveals exactly what you’d expect. China doesn’t want
Net Foreign Buying Of US Stocks Hit Record In May
Foreigners may have aided and abetted the risk rally in May, the latest TIC data suggests.
Numb To It All.
Markets seem generally numb to it all by now, but news flow surrounding America’s ongoing
Bonanza: Wall Street-Main Street Divide Laid Bare During US Economy’s Worst-Ever Quarter
Morgan Stanley joined Goldman Sachs in reporting what might be described in some corners as
Jobless Claims Post Smallest Drop Since March In Potentially Ominous Sign
1.3 million more Americans filed for unemployment benefits last week, more than expected, and basically
Consumption-Addicted Americans Engineer Actual ‘V-Shaped’ Recovery In Retail Sales
The optimists among you can look to retail sales for confirmation bias of any “V-shaped”
ECB Prays For Fiscal Help As Decision Nears On Europe’s €750 Billion Recovery Fund
The ECB kept everything unchanged at its July meeting, as European leaders attempt to hammer
Bank Of America Sets Aside Billions More For Losses, Results Underwhelm
Big bank earnings continued to roll in on Thursday, with Bank of America stepping up
‘Alcohol Is Meant For Drinking’: China Throws Liquor On Stock Rally, Sets It On Fire
This time last week, Chinese retail investors were feeling “invincible”. Eight straight days of gains
China GDP Beats Estimates, But June Activity Data Shows Recovery Still Uneven
The world’s second-largest economy rebounded from a historic contraction to grow 3.2% in the second
‘There Is No Upside, No Silver Lining’: Trump Loses Edge Over Biden On Economy
Donald Trump has “ruled out” more sanctions on top Chinese officials for now, according the
The Guarantee (No Country For Old Bond Vigilantes)
A predictably uneventful Bank of Japan meeting this week did afford market participants one valuable
One More Reason To Be Scared Of Frothy Tech
Don’t look now, but one of the relationships that exemplified tech’s “safe haven” status in
Goldman Puts Up Mind-Boggling Trading Results, Beats On Pretty Much Everything
In the first three months of the most tumultuous year in recent memory, Goldman’s traders
The News Is Good. But The Wall Of Worry Is Steep.
Drip, drip, drip goes the incrementally positive macro data. Too bad some of it may
Vaccinate Me.
It might be asking a little much to expect the latest incrementally positive vaccine news
‘Not A Great Place’
“I don’t think anybody should leave any bank earnings call this quarter simply feeling like
Is This Market Recovery For Real? Separating ‘Genuine’ From ‘False’ Bottoms
US tech stocks are the most crowded trade on the planet. And it’s not even
BofA Fund Manager Survey Shows Cash Is King, Stocks Overvalued
Cash on the sidelines — there’s plenty of it. That’s one takeaway from the July
Core Inflation Snaps Historic Streak With June Rise
In May, core CPI did something it’s never done previously: fall for a third consecutive
JPMorgan Reports Massive Trading Gains, Helping Offset Huge Reserve Build
JPMorgan kicked off what’s widely expected to be the worst quarter for big bank earnings
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