What’s the consensus outlook for 2025? That’s a tough question to answer. Consensus for what,
Category: Markets
Breaks, Myths And Hyper-Scalers
I’d say investors and traders were back at the desk on Thursday, but that’d be
‘The System Needs A Breather’
“Giddy.” That’s equity investors. Or US equity investors anyway. The adjective comes from SocGen’s Jitesh
The Best (And Worst) Outcomes For 2025, According To Fund Managers
If you had to make a list of prospective good outcomes for 2025, which would
The Equity Funding Squeeze Briefly Revisited
A month or so ago, I wrote a bit about an under-the-radar funding squeeze for
Musk Takes A Shot At The Fed
On December 4, Jerome Powell sat for a fireside-style chat with Andrew Ross Sorkin for
Time To Get Defensive?
Goldman likes defensives. Wait, let me back up and be more specific. A model Goldman
Exceptional. But Read The Fine Print
If the American exceptionalism narrative vis-à-vis markets feels exhausted — ad nauseam — to you, you’re
$18 Trillion Gap Masks ‘Stealth’ Stock Correction
There’s a “stealth correction” afoot in the equity market. What? You didn’t notice? Well, that’s
Nascent Angst
There’s a lot to be concerned about all of a sudden, even if Friday’s session
The Fed Triggers A Vol Shock
I’m compelled, I suppose, to weigh in quickly on Wednesday’s post-Fed stock “crash” and the
Recalibration Complete
Wednesday’s rate cut from the Fed was “a closer call” compared to reductions in November
If A Bear Roars In The Woods
Albert Edwards sees trouble. Potentially. And also perpetually and perennially, by the way, which is
Wall Street’s Narrow Bull Run Creates ‘Unprecedented’ Juxtaposition
Congratulations: You’re witnessing history. I hesitate to employ such a vacuous phrase. You’re always witnessing
Profit Inflection Is More Soft Landing Evidence, Erstwhile Bear Says
Soft landing evidence in the US just keeps piling up. Or at least that’s one
One More And Done?
On December 6, during remarks for an event hosted by the Missouri Bankers Association, Michelle
Buybacks Set To Break All-Time Record In 2024
Buybacks: Say what you will, but don’t look a gift horse in the mouth. Although
Animal Spirits Activated
The animal spirits are stirring. Maybe you noticed. If not, have a look at inflows
Investors Ride The Wave As US Stock Inflows Near Half-Trillion
US stocks: Folks are still buying them. ETFs and mutual funds dedicated to US equities
Another Narrow Market Lament
How many pseudo-laments for a narrow stock rally can you stand? A lot, I hope,
We Have Found A Bear
Stifel’s Barry Bannister has a heretical notion: US equities might fall in 2025. (“We have
Anticipatory Obsequence
I hate to say I told you so, but… well, I told you so. “Way”
China Has An Idea
China has an idea. Staring down an intractable economic quagmire and facing the rather daunting
Risk? What Risk?
On several occasions post-pandemic, I suggested we’re in the habit of mischaracterizing the nature of
Making The Dollar Bear Case
It’s not hard to make the bull case for the dollar. We’re currently witnessing one
‘The Only Reason To Be Bearish’
Stocks: You gotta have ’em. Ask John Stoltzfus, he’ll tell you. And if you’re gonna
To The Sky
Oppenheimer’s John Stoltzfus likes what he sees in the US, both in terms of the
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