Needless to say, Friday’s astoundingly strong read on the US labor market rippled across the
Category: Markets
Bubble Spotting
The price action in 2024 suggests we’re either coming out of a recession or in
Amazon, Apple, Meta Tout Results With Tech Rally On The Line
Amazon reported what the company described as a record-breaking holiday quarter in results released after
The Commercial Real Estate Reckoning Is Here
The best argument against the contention that the next financial crisis will be triggered by
BoE Projects Above-Target Inflation Through 2026 Even As It Softens Stance
The Bank of England kept rates on hold Thursday as expected, but the dissents included
Wanted: More Confidence
The Fed’s looking for “greater confidence” that inflation is moving sustainably down to 2%. That
Fed Pushes Back Against March Rate Cut Speculation
The Fed kept rates on hold Wednesday. Obviously. January’s gathering was a placeholder meeting as
What’s Behind New York Community Bancorp’s Very Bad Day
The Fed could’ve done without a flare-up in the heretofore dormant regional banking crisis ahead
Treasury Refunding Event Risk Clears Without Drama
Janet Yellen surprised markets earlier this week when Treasury cut its borrowing estimate for the
Xi’s Stock Market Hits Five-Year Low As PMIs Trundle
It’s not working out for Xi Jinping. Not on the macro-market front, anyway. PMI data
Microsoft And Alphabet: Good Enough?
Microsoft and Alphabet delivered what looked to be decent results after the bell in the
McElligott Revisits The Thanksgiving Turkey Parable
“We all should understand that generic / naked vol-selling is the proverbial ‘picking up pennies
Treasury Refunding May Be Biggest Event Risk In Packed Week
There’s no shortage of key events for markets and traders this week, but the most
What To Expect From The January FOMC Meeting
Jerome Powell’s probably grateful that rate-cut pricing, both for the March FOMC meeting and for
EM Stocks See Biggest Inflow Ever Amid China Stimulus Bets
Investors were buying emerging market stocks over the last week. A record $12.1 billion flowed
‘Free Money Machine’ Borrowing Hit $168 Billion Before Fed Slammed Door
A month ago, I called readers’ attention to what I dubbed the “free money Fed
Tesla Flags Slower Growth, Omits Delivery Target
Tesla is “between two major growth waves,” the company said on Wednesday afternoon in the
China Frees Up $140 Billion With Rate Cut In Bid To Halt Stock Rout
China’s taken to pre-announcements lately. Last week, Premier Li Qiang revealed the headline annual growth
Netflix Delivers Huge Subscriber Beat After Unveiling Wrestling Deal
As a longtime Netflix customer, I can’t say I’m excited about the opportunity to stream
Kolanovic Flags Multiplying Risks For Markets ‘Priced To Perfection’
Rate cuts from the Fed could extend the cycle, further delaying the inevitable, but the
Chinese Sources Pitch Media On 2 Trillion-Yuan Stock Rescue
“There’s an old saying in Tennessee — I know it’s in Texas, probably in Tennessee
Wilson Goes For Quality As ‘Highest-Probability Winner’
In the latest Weekly, I asked if good news was good again. The context was
Interminable Selloff Drives Key Index Of Chinese Stocks Near 20-Year Low
I employ the phrase “interminable malaise” at fairly regular intervals, often in the context of
$26 Trillion Market At Crossroads With ‘Easy Money’ Made
The “easy money has already been made in bonds,” one mainstream financial media headline published
How Long Before The Fed Bill Comes Due For Corporates?
How long before the most aggressive rate-hiking campaign in a generation finally bites corporates? It’s
Summit Push
The S&P 500 hit a new record on Friday. Some readers (most, I hope) will
‘Where The Puck Is Going’
January’s price action is “sloppy,” but no one’s especially enthusiastic about fighting the Fed. That
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