“They sent hundreds of thousands of people to this country to spread that virus”.
Category: Markets
‘The Most Fundamental Problem’ For Jerome Powell: Your Savings Account
I know a way out of this nightmare.
Equity Supply/Demand Picture In 2020 More ‘Benign’ Than Feared, One Bank Says
“…significantly higher from last year but not massively so”.
The Gorilla In The Room.
The TGA question, dollar liquidity and a Machiavellian “conspiracy theory”.
Market (Quietly) Pivots Back To Lockdown Trades, As Kudlow Says ‘No Second Wave Coming’
“I really think it’s a pretty good situation”.
Participation Is ‘Voluntary’
“…the markets are in the mood to try to be happy”.
‘Surprise!’ Another 20/20 Moment
Hindsight.
Goldman: Corporate Demand For US Stocks ‘Will Plummet 80%’ This Year. S&P Ain’t Going Anywhere
“Equity issuance has skyrocketed to $170 billion this year”…
No, Positioning In Equities Is Still Not Stretched. ‘Mania’ Talk Notwithstanding
Of course, the list of things that could go wrong is obviously quite long. But you already know that.
‘Creeping Into The Unconventional’ And Why Everything You Thought You Knew Is Wrong
“There is only one way to pay.”
End Game Nears In Hong Kong, As China Releases Details Of National Security Plan
“This new law can simply mean anything Beijing wants it to mean”.
The Market Got It Wrong In 2008. Are We Making The Opposite Mistake In 2020?
“One needs to be careful not to simply be contrarian for contrarian’s sake, but…”
‘You Can’t Get Fooled Again’: Is America Ready For Real Economic Solutions Or Not?
“…fool me once, shame on — shame on you”.
The US Corporate Bond Market Just Keeps Smashing Records
Is $2 trillion on the horizon for investment grade supply?
Why Some Stock Bulls Are Excited About Yield-Curve Control
“While it’s impossible to isolate the impact, bulls note…”
‘Long Way To Go, Short Time To Get There’: China Will Attempt The Impossible With Farm Purchases
“We’ve got a long way to go and a short time to get there…”
Howard Marks Is Humbled By Rally. Sort Of. But Not Really.
“…the odds aren’t in investors’ favor”.
Albert Edwards Has Been Right For A Long Time. But His Fans Have Kept Everyone From Realizing It.
A misunderstood bear and underrated economic thinker.
Why Nomura’s Charlie McElligott Sees Potential For A Short-Term Market Pullback
“…a meaningfully larger drop-off”.
Bad News. US Jobless Claims Have (Basically) Stopped Falling. But Hope Floats In Philly
More conflicting signals from the world’s largest economy.
‘These Are Our Dark Times’
Around the world in 800 words, as the BOE tops up QE, Australia’s labor market stumbles and New Zealand’s economy implodes.
‘Nobody Believed People Would Buy Garbage’: Hertz Reimagines What’s Possible In The Age Of Robinhood
“…someone is going to be left without a seat”.
Nobody Say ‘Second Wave’
It’s probably just semantics at this point.
Bewildered.
Of “absurd” behavior and ongoing “cross currents”.
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