74% say America is on the wrong track. But the stocks are fine. Thanks for asking.
Category: Markets
It All Burns Down.
“A red flag to a bull, even if it is bullish for assets”.
Euphoric ‘Mothers’ And ‘Giant Painkillers’
“…symptomatic of a euphoric stock market”.
While You Weren’t Looking, China Launched A Little Soft QE
It’s “not QE” in a precise sense.
Dollars, Defiance And Democracy
“I can’t think of any market crash brought on by civil unrest”.
2018 Flashbacks And Upside Down Bond Market Dynamics
“We hold the opposite view”.
Nomura’s McElligott On ‘Big Deal’ Trend Inflections And June Sequencing
“…a broader distribution of outcomes [and] a wider range thereafter”.
Manufacturing Gauges Rendered Meaningless In COVID Crisis Suggest Economy Still Pretty Bad
“Two cautious comments for every one optimistic comment”.
‘Still Plenty Of Room For Stocks To Rise Further From Here,’ JPMorgan Says
“…collectively, investors are still underweight equities”.
China Mocks America For Violent Protests, Begins Canceling US Farm Imports
“Why does the US beautify the so-called Hong Kong independence and violent elements as heroes?”
Cultural Breaking Point Threatens To Upend Fragile US Economy At Worst Possible Time
This is a potential body blow.
It’s Not The Economy, It’s The Liquidity, Stupid.
If there’s anything we probably should have learned post-2008…
America’s Chaotic Spiral Into Domestic Unrest Opens Door To Familiar Allegations Of Hypocrisy
Protests and racial injustice may weaken the Trump administration’s hand with China at a crucial juncture.
America’s Big Bankruptcy Questions: Who, When And How Many?
We need to “have humility about how much predictive power our past experience gives us in the face of the current crisis.”
The Case For Tech’s Infinity Rally
The title is in jest – mostly.
Is This Still A Bear Market?
…this isn’t coming from someone who is by nature a bullish individual.
Goldman Sees No More Gains For S&P By Year-End, Flags Biggest Margin ‘Collapse’ In Half-Century
“…the path of the S&P 500 through year-end is not likely to be smooth”.
Trump Terminates WHO Relationship, Blasts China For Hong Kong Incursion. Market Hears ‘Blah, Blah’
“China’s coverup allowed [COVID-19] to spread all over the world”.
Americans Now A Frugal Bunch As Savings Rate Surges To Unthinkable Heights In Consumption Plunge
“…we could experience the same sort of private-sector savings surplus seen during a balance sheet recessionâ€.
From Europe To Japan To South Korea, Economic Gloom Is Pervasive
A reality check amid the equity market euphoria.
Trump Poised To Escalate China Tensions With Uighur Bill As Markets Look On
Human rights take center stage in worsening spat.
Marko Kolanovic ‘Dials Down’ Bullish Call After Nailing Stock Surge, Delivers COVID-19 Update Amid Reopenings
“Ultimately we think that politicizations of COVID-19 will backfire”…
Fed Engineers $1 Trillion Miracle In US Corporate Bond Market
“…the perfect answer for a central bank dealing with a credit crunch”.
Here’s Everything Goldman Said About Bitcoin In ‘Tulip Mania’ Slides
“We have compared bitcoin and ether… to the Gouda variety of tulip bulbs”.
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