Blame it on the bakeries.
Category: Markets
Objects In Motion
“Reality” is what you make it.
Rethinking The Narrative
Who’s buying the “V-shaped” story?
‘All Companies Are JVs’: Biden Tax Policy Replaces COVID As Top Concern For Some Goldman Clients
“In some ways, tax policy represents a larger risk to earnings” than the pandemic.
‘The Worst Is Over’: OPEC+ Deal Lines Up With Record China Oil Imports
“…today more than ever it is important to adhere to 100% compliance”.
What’s Really Behind A Steeper US Yield Curve?
And what comes next?
Regime Shift In Stocks Screams ‘V-Shaped’ Recovery
It’s a big gamble, that’s for sure. But so is life.
The Lobster King, America First And A Potentially Dangerous Chart
“It’s the same lobster”.
There Can Be No Change.
We are powerless to change the narrative.
We’re All Mad Here.
But what isn’t ludicrous these days?Â
‘It’s All About The Future’ (Here Comes The Pain Trade)
Famous last words?
Stock Surge Set To Become Greatest Bear Market Rally In History. Sell At S&P 3,250?
We could see 3,250 within days.
‘I Fell Off My Chair. We Need To Massively Revise Projections’: Market Stunned By US Jobs Report
“There will naturally be some doubt lingering about these figures”.
Rewrite The Script: Unemployment Rate Drops, As US Labor Market Stages Dramatic Rebound
An astonishing turnaround.
Carte Blanche.
“The mood remains ‘risk on'”.
Red Ink, Too Much Cash, And A Witches’ Brew
The chances of meaningful change are slim. I can’t disagree. But “there are plenty of things to buy”.
A Record-Shattering Collapse In US Trade And Globalization’s ‘Nail In The Coffin’ Moment
“Without being melodramatic”…
‘Silver Lining’ Disappears In Jobless Claims (Imagine That)
42.6 million and counting.
ECB Adds €600 Billion To Pandemic QE Facility, Bringing Firepower To €1.35 Trillion
The bazooka gets larger.
Pause For Reset
It’s not surprising to see a bit of a regime flip, if only for a day.
Six Months From Now, We’ll Know Who Was Disastrously Wrong
Extreme scenarios and the peril of screwing it all up.
Socialism For The Rich: The Biggest Names In Finance Are Stone, Cold Hypocrites
Where’s your damn free lunch?Â
Nomura’s McElligott On The ‘True Accelerant’ For An ‘Outright Rotation’
“Many of these previously ‘left for dead’ equities have beta/convexity to upside in economic growth or inflation”.
In 2020, ‘Winning’ Means Only Losing 2.8 Million Jobs In A Month
Another reason to believe in a “V-shaped” recovery?
Green Shoots From The Smoldering Ashes
A few visuals help explain cautious optimism.
Rally Mode.
“At the moment nothing seems to tire this equity market”.
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