If you want to know what to expect from a second Donald Trump term, here’s
Category: Markets
6.6K Spoos By Inauguration (MAGA Flows)
They were buying US stocks on MAGA day. “Wednesday saw the biggest daily inflow in
Powell To Trump: I’m Not Going Anywhere
Reporters only cared about one thing Thursday while questioning Jerome Powell: Donald Trump. The Fed
Fed Cuts Again As Powell Braces For Trump
The Fed cut rates by a quarter-point on Thursday, as expected. I don’t think there
Bank Of England Delivers Cautious Cut As Fiscal Uncertainty Clouds Outlook
“External shocks have abated,” helping to facilitate the disinflation process. So said the Bank of
Vol Crush Unlocked
Vol was obviously crunched hard into a truly raucous, post-election rally on Wall Street. “MAGA
Vol Crush Loading
Everybody likes a good forward on an esoteric backtest. For what it’s worth, at least
Passive Aggressive
What share of the US equity market’s passively owned? Non sequitur, I know. Every article’s
‘Harris-Gridlock’ As The Vol Killer
As much fun as a Trump-inspired surge in small business sentiment and a galloping, animal
Gamblers Assemble!
Markets were awake Monday to the possibility that trading the US election based on betting
Bonds Had It Comin’. But Everything Has A Price
How unusual is the post-first Fed cut selloff in bond land? The answer is: Pretty
Analogues, Probable Outcomes And Certain Disputes
If you’re curious to know what’s in store for markets following next week’s epoch-making election
Alphabet Puts Up Decent Numbers Amid Antitrust Angst
Magnificent 7 laggard Alphabet reported a set of large numbers after the bell on Wall
Goldman’s Rubner Says Don’t Expect Stock-Dip Around US Election
If you’re waiting for a post-election selloff to add risk, maybe don’t. Don’t wait, I
Hyped-Up Hyperscalers
The big guns report this week. Israel will be firing lots of large weapons. See
Meanwhile, On The Flows Front…
Equities stumbled a bit in recent days and Wall Street was on track to notch
Chasing Gold
Gold’s runnin’. And folks are chasin’ it. Bullion was on track for a sixth gain
Tesla Shows Up
It’s regrettable — and I say that sincerely as a Tesla shareholder since way back
Pushing The Chips
US equities, and particularly big-tech, looked shaky midweek. Headed into the afternoon on Wall Street
Raiders Of The Boss’s Vault
Got gold? If not, the IDF knows where you can find some: There’s tens —
Just Another Magnificent 7 Article
If it’s a slow news day and you’re the financial media, you can always compel
Release The Animal Spirits?
Wall Street strategists — as a group, I mean, I’m not singling anyone out —
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