…a perfect super spreader event, I might add.
Category: Markets
Prayers And Fundamentals.
Joie de vivre.
Fed Not Ready To Roll On Yield-Curve Control
September implementation may be a stretch.
Optimists Get More Ammo As ISM Climbs Higher
Still, it’s a long climb out of this dark basement.
Is The US Labor Market Back? Wild Revisions And Rampant Ambiguity
Getting a “clean” read on things is well-nigh impossible.
You’re Under Arrest. (Welcome To The Third Quarter)
On that happy note, the third quarter (and second half) of 2020 is underway.Â
Harley Bassman: This Combo Will End In Tears, But Success Is Likely In The Medium-Term
“I must confess the notion of buying the SPX near 3000 sounds silly”.
Facing Bankruptcy During The Best Quarter For Stocks Since 1998
What a juxtaposition.
Speculative Mania Or ‘Unprecedented Bearishness’? The Strange Case Of The US Retail Investor
It’s a generational thing.Â
Fiscal Cliffs And New Lockdowns Undercut Signal From June Data
In the simplest possible terms…
With 2020 Halfway Over, ‘Markets Are Relying On Their Own Unique Take’
Halfway through — glass half empty or half full?
‘You Are Here’: Morgan Stanley’s Mike Wilson Is Still Bullish
“…while some might contend earnings forecasts remain too high, we would argue otherwise”.
You Gotta Buy Any Dip: FOMO Calls Are Back, But Not Everyone Is Excited
… figuratively or literally.
US Revokes Hong Kong’s Special Status After Weeks Of Tension Around Security Law
“Risks the US refuses to accept”…
Buy America! Fed Launches Primary Corporate Credit Facility
If you were already offended by the Fed’s purported “transgressions”, you can pretend to be even angrier now.
The Data Is Playing Along
And yet, it all hinges on the jobs report.
Hopefully, So Far, For Now
Investors face an uncertain future after historic rally.
Fed Unveils Composition Of Corporate Bond Portfolio. Why Not Have A Look?
“Moral hazard!”, everyone shouted, in unison.
Picture Perfect: The Fed Gets ‘Exactly What It Wants’
“The Fed must be happy”, TD’s Priya Misra said this week. “Well, at least pleased
Goldman: Expect High Volatility And Low Risk-Adjusted Returns
Curb your enthusiasm. And buckle up.
This Time Was Different. Bears Should Live To Fight Another Day
“It ain’t over yet.” Yes it is.
The Big Question Still Has No Answer.
“The current crisis is more complex than the 2008 GFC”.
‘Serious Problems’
Simply put: The economic, market, and societal cross currents are strong right now.
‘We Need To Re-Evaluate Our Understanding Of Volatility’: The Babadook Revisited
To be sure, we had ample warning.
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