It’s now just a matter whether the bubble merely deflates, or actually bursts in earnest.
Category: Markets
$574 Billion In AUM Pretty Sure Stocks Will Outperform Everything In 2020
That FOMO feeling again.
Nomura’s McElligott: ‘Now Comes The Hard Part’
“The easy money has been made”.
Mixed CPI Report Leaves Powell With Blank Canvas In Congressional Hearings
That could be good or bad.
‘Sudden Selloff’ Not Likely, But ‘Hedging Is Still Timely’, Goldman Says
“Monitoring conditions”…
Of Kiwis And Protesters
A “most critical juncture”.
Jay Powell’s ‘Good Place’ Monetary Policy Sets Up Election Year Clash With White House
“Others are running circles around them and laughing all the way to the bank”.
‘The Bulls Are Back’: FOMO Takes Center Stage In Fund Manager Survey As Yield Forecasts Ratcheted Higher
“Marking to misery” gives way to “waves of optimism”.
Goldman: ‘The Market Is Moving From TINA To FOMO’
“All-in” on a trade deal and the burgeoning pro-risk rotation?
Trump To Punt Again On EU Car Tariffs As Time Still Not Right To ‘Rid Fifth Avenue of Mercedes’
“The person… cautioned there is always uncertainty” around Trump and tariffs.
In Stark Reversal, Popular Treasury ETF Hemorrhaged Record $1.2 Billion During Bond Rout
At the risk of beating a dead horse…
To Believe In The Rotation Or Not To Believe…
…that is the question.
JPM’s Kolanovic, Deutsche Bank’s Sparks Don’t See Rising Yields As A Threat To Stocks – Yet
“The recent sell-off appears far too small to have material and persistent deleterious effects on equity”.
China’s Credit Growth Collapses
The engine of global growth and credit creation is stalling.
With All Eyes On Bonds, Trump, Powell Will Both Speak On The Economy This Week
“He believes the United States will go on to exceed even its remarkable achievements of the past”.
As Recession Worries Recede, Investors Jump At Chance To Fret About 2020 Election
79% are some shade of worried.
Earnings Season Shows Corporate America Just Refuses To Roll Over
With nearly 90% of companies reporting, earnings season was better than feared.
One-Percenters Now Control As Much Wealth As Middle-, Upper-Middle Classes Combined
The benefits of this don’t accrue linearly, but rather exponentially.
‘2019 Has Been A Rollercoaster’: Duration ‘Round Trip’ Now Complete, Risk Is Trade Deal Falls Through
This may mean that the market has become too comfortable with the trade outlook.
Marko Kolanovic On ‘Groupthink’, Crowding And Why The Rotation Will Continue
“Two strategies that in theory should have little to do with each other” have been “nearly 100% correlated” recently.
China Responds: Phase One Deal Without Tariff Rollbacks Is Nonstarter
“What’s certain is that”…
Spare A Thought For Gold. This Was A Terrible Week
Yellow doorstops are in the dumpster amid an otherwise stellar 2019.
‘Yellow Brick Road’ Or ‘Rabbit Hole’? Bonds In ‘No Man’s Land’
So, which is it going to be?
3-Sigma Bond Rout Sees Yields Erase August Plunge, While Front-End Prices Out Trump’s Rate Cut Hopes
Rampant optimism is now reinforcing the Fed’s message that rate cuts are done.
Stocks Are Levitating, But Nomura’s McElligott Says Backtest Shows Potential For Pullback Amid Options ‘Extremes’
The longer we linger ‘up here’…
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