Big bank results have come and gone, and things went pretty well all things considered.
Category: Markets
Tariff Drama Activated Equity Market ‘Doom Loop’
Remember: Volatility and liquidity tend to be inversely correlated. That’s part and parcel of the
‘Insightful’ Goldman Rings Up Huge Stock-Trading Haul
At least somebody benefited from a rocky start to the year for US equities. “Somebody”
The ‘Science Fiction’ Scenario’s Upon Us
What happened to that long bond call, Mike? I’m just kidding. But BofA’s most prominent
The Banks Are Fine. But Expect ‘Considerable Turbulence’
Well, at least the banks are ok. For now. JPMorgan beat estimates and lifted its
Scary Stuff
I hope you like excitement. Because these are exciting times. If you’re an adrenaline junkie,
Trump Folds
Late last week, following the worst two-session slide for US equities since the financial crisis
A Direct Question
Whether you realized it or not, you just lived through the most important 10-year US
Shades Of Baghdad Bob As Bessent, Trump Deny US Bond Blaze
Scott Bessent on Wednesday tried to wave away some of the worst Treasury market turmoil
Tariffs Trigger Treasury Meltdown, Dollar ‘Close To Crisis’
Well, it’s upon us: The moment when higher US yields aren’t sufficient to attract buyers
Scott, My Friend, You May Have A Problem
There’s a burgeoning problem in USD rates and specifically in Treasurys. This is quickly becoming
Goldilocks And The Three Bears
“Structural.” You’ve probably heard that term bandied about a lot in recent days in the
With Apologies To Clown Shows…
Donald Trump on Monday threatened an incremental 50% tariff on China starting immediately if Beijing
Trump As ‘Human VVIX’: McElligott On The Meltdown
If you were wondering how Charlie McElligott celebrated “Liberation Day,” the answer is that he
Carnage. Utter Carnage
Monday was a God-awful session for equity benchmarks around the world. By “God-awful” I mean
So…. Who’s Gonna Lie To Clients This Week?
This week better not go like last week. Seriously, it better not. If we all
Saudi Stocks Plunge Most Since Pandemic As Riyadh Gambles On Oil Supply
It was ugly Sunday in the catch-up trade from Wall Street’s late-week bloodletting. Regional losses
Is The Damage Done?
“The damage is done.” I keep hearing that vis-à-vis Donald Trump’s botched “Liberation Day” unveil,
As Trump Demands Rate Cuts, ‘JEROME’ Warns On Stagflation
As US stocks plunged again on Friday, Donald Trump had a message for Jerome Powell.
‘I’ll Never Change!’ Trump Fumes As China Strikes Back
Beijing didn’t take Donald Trump’s tariffs lying down. No, instead Xi Jinping slapped a 34%
An ‘Insane,’ ‘Crazy,’ ‘Embarrassing’ Fiasco
It’s a good thing “you can’t really watch the stock market,” as Donald Trump told
Another Bull Cuts S&P Forecast Citing ‘Crisis Of Confidence’ In America
America’s experiencing a “crisis of confidence” and the US “exceptionalism” narrative needs a new catalyst.
Traders Bet On Hard Landing As US Economy Freezes Over
The US economy’s slowing. I assume that’s obvious, but just in case, the evidence continues
Be Careful, David!
Be careful, David! Donald Trump wants to keep morale up, and you’re not helping. For
Beginnings And Endings
Way back two months ago, I posed a question: “How ironic would it be if
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