“We are looking at numerous different things”.
Category: Markets
Why One Bank Thinks Big Tech Is ‘The Most At Risk’ If Joe Biden Takes The Oval Office
And yet, all of this comes as the post-COVID reality tends to favor many of trends associated with “new” tech.
‘Why Now?’ Questions Abound About Timing Of China’s New Stock Bubble
Great questions, all.Â
There’s A Risk-Off Trade Afoot, You Just Didn’t Notice…
A quick look under the hood.
‘NASDAQ HITS ALL TIME HIGH!’, Shrieked The Sovereign
…content in the notion that as long as equities are loitering in rarefied air, all must be right in the world.
Castles In The Sky.
Equities’ phoenix-like rise from the ashes of March is increasingly difficult to rationalize.
US Services Gauge Logs Biggest Jump In History. So There’s That.
Employment still looks shaky, though.
‘Healthy Cow!’ China Tempts Fate, Whips Up Stock Mania With Insane Editorial
“We look forward to the wealth effect of the capital market”.
There’s A New Bull In Hong Kong. And Xi Is Cracking Down Harder On Dissent
“He kept a bag with clothes and a toothbrush hanging on his front door so he would be ready for this”.
More Debt, More Liquidity, Higher Stocks (Hallelujah)
“I’ve heard there was a secret chord”…
Over The Line! Who Will ‘Tolerate’ Higher Long-End Yields?
Nobody, probably.
Goldman: US Recovery To ‘Stall’ Amid ‘Dramatic’ Virus Surge
“…officials have paused or reversed reopening in states containing more than half the population”.
Fast and Furious.
2020 is not a year during which you can write off indeterminacy using that old adage: “There’s always uncertainty”.
Shattered Dreams (Wile E. Coyote)
That’s your Wile E. Coyote moment.
SpongeBob SquareBanks.
How much duration supply will the central bank sponge soak up?
No Good Answers (Crunch Time)
“…we see a high risk of a more orderly setback for risk assets”.
To Hell And Back Again (What The Flows Are Saying)
It’s been a wild ride.
‘It Can Always Get Stupider’: Nasdaq Bubble Warnings May Be False Equivalence
“…it’s hard to have that real conversation”.
China Rising. Europe Trying. Brits Drinking.
Responsible behavior.
Harley Bassman Interview: ‘The Long, Slow Road To Inflation’
“Truth be told, I kind of like – I can’t believe I’m saying this – I actually think I’m bullish on stocks”.
Close Proximity
“I’ll take it”.
Ray Dalio: We No Longer Have Free Markets
“The Fed will set an interest rate for different types of creditors based on its economic objective”.
Nomura’s McElligott: The Machines Are Getting Long And Covering Shorts In Real-Time
“Remember my generic thinking on these strategies: ‘Volatility is the exposure toggle.'”
Now For The Bad News From The June Jobs Report…
For many, “temporary” precarity has become permanent.
Blockbuster: US Economy Adds 4.8 Million Jobs In Eye-Popping June Payrolls Report
Now questions will turn to the necessity (or not) of another stimulus package.
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