Signs of stress are abating. For now, anyway.
Category: Markets
As Much As 25% Of America’s Meat Production Is Offline. Looming Shortages Show COVID’s Inflationary Side.
“…more lives will be lost, more workers will be exposed, and our food supply will face jeopardy.”
Americans Think COVID-19 Is ‘Cyclical’, Not Systemic. Safe Assumption, Or Not So Much?
“…it could be a false dawn and a bad omen all rolled up into one”.
Meanwhile, In Zurich: SNB Reminds You Massive Stock Holdings Sometimes Suffer Huge Losses
“Strong fluctuations are therefore to be expected.”
Well, Is There A Future Or Isn’t There?
“Yeah, sport, I know there’s a blizzard.”
Albert Edwards: ‘Ludicrous’ To Assume Central Bank Liquidity Is ‘Compelled’ To Boost Stocks
“Liquidity will flow into whatever momentum trade emerges as the winner.”
Collapse In Vol Of Vol Shows ‘Grab For Tails’ Out Of Steam, Nomura’s McElligott Says, As Stocks Try To Normalize
“If you’ve learned anything post-crisis…”
No Such Thing As Hyperbole As US PMIs Sprint Towards Cliff, Dive Off
For the first time (maybe ever) it is literally impossible to overstate the scope of the malaise.
‘Less Than Half Of Working Age Americans Will Be Earning A Wage Next Month’, One Bank Warns
Another “sobering” stat and what it means for the political landscape.
America’s Unemployment Nightmare Continues As Virus Claims 26.5 Million Jobs
Remember: These are people not numbers.
‘Worse Than That Thought Imaginable’: PMIs In Eurozone, UK Take A Turn For The Surreal
“…output sometimes shrank into almost nothing.”
Breaking Down ‘The Biggest Global Bailout In History’
“Whether the stimulus is remotely enough remains to be seen”.
Meanwhile, Turkey Plays With Fire
The “or else” approach.
‘I Am An Oil Man’: How Long Before Jerome Powell Gets Into The Oil And Gas Business?
“I have numerous concerns”…
Who’s Afraid Of Red Ink? COVID Crisis Spawns Bull Market In Deficit Fearmongering
Ultimately, it’s up to you…
Pots, Pans, Tank Tops, $88 Million In Losses And Negative $100 Oil
“The world of negative prices doesn’t have a floor.”
‘Lights Out’: Oil And Gas ‘Suddenly Becomes A Hobby’
We’ve entered a not-so-brave new world, that’s for sure.Â
Marko Kolanovic Says S&P Will Be Back To Record Highs By Early Next Year. Here’s Why…
“What is the right multiple given the unprecedented earnings hit, but also unprecedented monetary measures?
In Surreal Oil Market, Nomura’s McElligott Asks: ‘What Is The Utility Of The Futures Contract Itself?’
When abstraction collides with the tangible…
Oil-Crazy Retail Investors Maxed Out USO ETF In Likely Wrong-Headed Bet
“Well the first thing you know ol’ Jed’s (not) a millionaire…”
‘We’re Going To Hear About Crazy Losses’: Epic Oil Wipeout Poised To Ripple
The historic wipeout in oil rolls on – figuratively and literally.
Ailing Despots, Flailing Authoritarians And Excruciating Exports
“Newsflow has turned unsupportive”.
‘Devastating’: Oil’s Epic Wipeout Begets A Sad Fatalism
“This is a great time to buy oil”, the president added.
Shake Shack Tycoon Says You Can Have Your $10 Million Back, Since You’re Going To Whine About It
“…we’ve decided to immediately return the entire $10 million PPP loan we received.”
‘Hockey Stick’ Profit Dreams Were Shattered. Now Who Believes In ‘The Perfect V’?
The “bottom line” – figuratively and literally.
Oil Is All To Hell And ‘Negative Prices Are Possible’
“Oil price is not like an equity price”.
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