“External shocks have abated,” helping to facilitate the disinflation process. So said the Bank of
Category: Markets
Vol Crush Unlocked
Vol was obviously crunched hard into a truly raucous, post-election rally on Wall Street. “MAGA
Vol Crush Loading
Everybody likes a good forward on an esoteric backtest. For what it’s worth, at least
Passive Aggressive
What share of the US equity market’s passively owned? Non sequitur, I know. Every article’s
‘Harris-Gridlock’ As The Vol Killer
As much fun as a Trump-inspired surge in small business sentiment and a galloping, animal
Gamblers Assemble!
Markets were awake Monday to the possibility that trading the US election based on betting
Bonds Had It Comin’. But Everything Has A Price
How unusual is the post-first Fed cut selloff in bond land? The answer is: Pretty
Analogues, Probable Outcomes And Certain Disputes
If you’re curious to know what’s in store for markets following next week’s epoch-making election
Alphabet Puts Up Decent Numbers Amid Antitrust Angst
Magnificent 7 laggard Alphabet reported a set of large numbers after the bell on Wall
Goldman’s Rubner Says Don’t Expect Stock-Dip Around US Election
If you’re waiting for a post-election selloff to add risk, maybe don’t. Don’t wait, I
Hyped-Up Hyperscalers
The big guns report this week. Israel will be firing lots of large weapons. See
Meanwhile, On The Flows Front…
Equities stumbled a bit in recent days and Wall Street was on track to notch
Chasing Gold
Gold’s runnin’. And folks are chasin’ it. Bullion was on track for a sixth gain
Tesla Shows Up
It’s regrettable — and I say that sincerely as a Tesla shareholder since way back
Pushing The Chips
US equities, and particularly big-tech, looked shaky midweek. Headed into the afternoon on Wall Street
Raiders Of The Boss’s Vault
Got gold? If not, the IDF knows where you can find some: There’s tens —
Just Another Magnificent 7 Article
If it’s a slow news day and you’re the financial media, you can always compel
Release The Animal Spirits?
Wall Street strategists — as a group, I mean, I’m not singling anyone out —
100-Year Market Concentration Is Huge Risk To Long-Term Stock Returns
When it comes to predicting stock returns, about the best you can do is present
How Corporate America Will Spend $4 Trillion In 2025
Money. Companies exist to make it. Or at least that’s the way it is in
Inflows To Global Stock Funds Officially Surpass Half-Trillion For 2024
Last week’s equity flows story was all about emerging markets and, more to the point,
Better Safe Than Sorry: ECB Delivers Third Rate Cut
As expected, the ECB cut rates for a third time on Thursday. The move, 25bps,
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