1.3 million more Americans filed for unemployment benefits last week, more than expected, and basically
Category: Markets
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
Citi Is Doing ‘Reasonably Well’ With The Pandemic. Why? Who Wants To Know?
Citi has “been able to navigate the COVID-19 pandemic reasonably well”, Michael Corbat said Tuesday,
Troubled Waters: US-China Spat Spirals Further
The geopolitical news flow on Tuesday was inauspicious, and decidedly so. A day after the
End Of The Road: America’s Small Businesses Close For Good In New Lockdowns
“Mr. Muscari, with the business closed and its 30 employees jobless, has nothing left but
$1 Trillion Is The Floor (California Dreamin’)
“Stimulus Talks at Standstill With GOP Yet to Agree on a Proposal” read one feature
‘The Worse COVID Gets, The Better The Markets Do’ (A Misleading Story)
On Monday, Reuters ran an extremely rudimentary piece carrying what I can only describe as
Who Cares Where You Are In The Capital Structure If The Fed Doesn’t Allow Bankruptcies?
Like many irritable observers, I lost my sense of humor with the Hertz saga in
Hedge Fund Performance Anxiety And The Evergreen Case For Equity Upside
For weeks (and weeks), those arguing that the rally in equities had further to run
Marco Rubio, Ted Cruz Incur Xi’s Wrath, While China Ponders Expansion Of Yuan’s Global Role
Just another day in the constantly worsening clash of the titans.
China In The Spotlight Amid Rising Tensions, Crucial Data, Burgeoning Stock Bubble
Let us hope that Peter Navarro’s comments to Fox News on Sunday aren’t indicative of
‘The Strength To Go On’
Both rates and equities are waking up to the reality of surging virus cases in
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