Goldman’s Scott Rubner is worried. About two things. First, he’s worried he might not be
Category: Markets
FOMO Charts From China’s Black Swan Rally
The sense of “FOMO” in China is “increasing.” So said Goldman’s Scott Rubner on Monday,
In China, ‘It’s Absolutely Insane’
Chinese equity investors are an excitable lot, God bless ’em. And international investors were woefully
Jobs And Jay
It’s the first week of a new month and you know what that means: Top-tier
Peace To War, Bonds To Commodities
Bonds. Where to from here? US Treasurys are on track for a second straight annual
The ‘Bubble Dream’
What’s not to like? If you’re well-off, reside in an advanced economy and aren’t bothered
In China, Raging Bull
It was a blockbuster week for Chinese equities. An out-and-out barnburner. On Friday, mainland shares
Get In, Comrade. We’re Going To Hell
Fool me once… Hong Kong-traded Chinese shares rose for a 10th consecutive session on Thursday.
Albert Edwards Sees ‘Crisis’ Brewing In Rock-Bottom Saving Rate
A few days ago, SocGen’s head of US equity strategy, Manish Kabra, officially upgraded US
No Pan-acea
The price of money’s irrelevant if there’s no demand for it. By appearances, officials in
Sure Sounds Like A ‘Pre-Set Course’ To Me!
I don’t get bent out of shape about much. Nor do I care for pretending,
Lonesome Doves
The only thing I know about the future is that the deterioration in my social
I Was Told There’d Be Yen Strength
If you were concerned that the policy divergence between Jerome Powell’s Fed and Kazuo Ueda’s
Powell Risks Prejudgment Error With Flippant November Promise
Now that Jerome Powell has (wisely) taken out a 50bps insurance policy against a softening
‘We Need To Be Careful Not To Cut Too Much, Too Fast’
“It’s vital,” Andrew Bailey said Thursday, after the Bank of England left rates on hold
Recalibrating
Jerome Powell went out of his way on Wednesday to frame the Fed’s 50bps rate
50. Sans Bowman
They went big. Two months of high drama crescendoed Wednesday in a 50bps rate cut
‘It Doesn’t Make A Difference’
Jamie Dimon, man of the people? No. Definitely not. Dimon personifies American banking in a
Profits, Policy And Priorities
One narrative says corporate profits have virtually never been healthier. It’s hard to argue the
What’s To Become Of The Stocks?
But what does Mike Wilson think? “Where is Ja?!” (Somebody will get it.) Credit where
Gamblers Gonna Gamble
You gotta love it. Following last week’s US CPI report, all-knowing, efficient markets were convinced
Everything The Fed Should Consider For The September FOMC Meeting
On Wednesday, the Fed will answer your questions about life, the universe and everything. Or
Bank Of Japan Rate Guidance Eyed After Chaos. Bank Of England Faces Big QT Decision
The Fed’s not the only game in town this week. On Friday, the Bank of
Reflexivity And Risky Ventures
Market participants don’t fully appreciate the Fed’s reflexivity “problem.” I put problem in scare quotes
Nvidia Has ‘Central Bank-Like Power’ In Modern Markets
Earlier this month, I described the size (and, by extension, the index influence) of Nvidia’s
ECB Delivers Second Rate Cut. Will Wing It From Here
The ECB on Thursday cut rates for the second time in three meetings, as expected.
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