Relief from the “synchronized global slowdown” meme?
Category: Markets
Marko Kolanovic Lists Multiple Bullish Catalysts For Stocks Following Midterms
“We still think that the market will move higher into the year-end, and investors may have to participate on the upside.”
‘Max Pain’: Nomura’s McElligott Calls For ‘Broad Based’ Stock Rally
Brace yourselves.
Here’s What Wall Street Thinks Of The Midterm Election Outcome
So far, so good for Wall Street’s midterm election forecasts.Â
U.S. Midterm Results Offer Hope To Long-Suffering Emerging Market Bulls
Is this the catalyst emerging markets needed?
A Cross-Asset Guide To The U.S. Midterms
What to expect – or not.
Losing Your ‘Balance’.
Is this the end of the “balanced bull”?
Adam Schwartz And His ‘Black Bear’ Tilt At Credit ETF Windmill With Bet On Epic Implosion
The bottom line here is that while a big part of me is rooting for the guy, the odds are most assuredly not in Adam Schwartz’s favor.
‘Political Gridlock Will Not Come Without Pain’: Market And Policy Ramifications Of The U.S. Midterms
A make or break moment for America’s democracy?
Goodbye ‘Goldilocks’, Hello Lackluster Returns And Higher Volatility
You don’t know what you’ve got ’til it’s gone.
Mr. Market Is ‘Too Depressed’ On Emerging Markets, One Firm Says
“It’s almost a free lunch”…
Bad Omen: The Buyback Trajectory Is Slowing
Ok, it’s time for an update on the corporate bid for U.S. equities.
Xi Jinping Again Proves Donald Trump Is Driving The World Into The Arms Of The Chinese
“As globalization deepens, the practices of law of the jungle and winner take all are a dead end.”
Let’s Vote, And Then We’ll Fight: Full Week Ahead Preview
The midterms. The sanctions. The trade war. Winter is coming.
Occam’s Razor.
There is an alternative – it’s cash.
Forget Trade, This May Be The Biggest Threat To China’s Economy
“It’s the category that counts.”
The End Of The Invisible Hand And ‘The Hunt For Red October’
Good luck – you’re going to need it.
‘Peak Profits’: Revisiting The Three-Headed Margin Cerberus
Who’s concerned about margin pressure? Presumably everyone…
In Search Of A New Fed Put Strike Equilibrium
We’re not there yet.
The Iran Sanctions: Who’s Exempt And What’s In Store For Oil Prices
The big question.
Behold! A ‘Jaw-Dropping’ Black Swan Yuan Event
You better hope that trade “deal” isn’t “fake news”…
Recapping Friday’s Monumental Rally In Asian Stocks
Now that’s what I call a rally.
Trump Has One Phone Call With Xi, Decides It’s Time To Draft Trade Deal
“We’ll see what happens.”
Trump Tweet Sparks Best Day In Three Years For Popular China ETFs
Is this rational?
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