Morgan Stanley’s Mike Wilson is bullish. Tactically, but any sort of bullishness from Wilson is
Category: Markets
Crash In Hong Kong Shows ‘Mr. Market’ Clueless On Xi
Chinese assets and, perhaps more aptly, the people who trade them, weren’t amused with Xi
Meanwhile, Back At The Ranch…
Between the de facto institution of one-man rule in China, the ongoing destruction of civilian
First World Problems
There’s ample scope for volatility in the upcoming week, although that’s not saying much. There’s
Friday’s ‘Fed Pivot’ Trade Explained
On Friday morning, in “The ‘Unstable Dynamics’ Behind Treasury ‘Scarefest’,” I wrote that all coverage
‘One Shock Away’: World’s Most Important Market On The Brink
If you’re wondering why 2022 is set to be the worst year for global bonds
The ‘Unstable Dynamics’ Behind Treasury ‘Scarefest’
Ninon Bachet finally scored a prominent quote in a Bloomberg feature piece. When you peruse
‘Disorderly’ Deposits, The ‘Main Trade’ And 2022’s ‘Great Irony’
“We’re bearish despite ubiquitous bear sentiment,” BofA’s Michael Hartnett said, flatly. He’s adamant, that one.
Musk: Tesla Valuation Can Exceed Apple And Saudi Aramco ‘Combined’
In “‘Super Bad Feelings’ About A ‘Strong-As-Hell’ Economy,” I referenced Elon Musk’s vague recession remarks
‘The Big Boys Are Now Full-Tilt Day Traders’: McElligott Shocker
On Wednesday afternoon, in response to a reader comment, I noted that although the impact
Incantations
2022’s great inflation debate divides economists and market observers into two distinct camps: Those who
False Starts
Market participants were treated to another mostly ambiguous read on housing starts and permits Wednesday.
The New Market Reality: ‘Each Day Is Its Own Ecosystem’
Last week, following one of the most dramatic intraday reversals for US equities in history,
‘Schrödinger’s Economy’
Headed into Q3 reporting season in the US, the narrative among many top-down strategists sounded
$1 Trillion Now Most Bullish Long-Term Bonds Since 2008
Fund managers have virtually never been this bullish on long-term bonds. Or at least not
‘No Cuts, No Glory’: Policy Capitulation Seen By More Fund Managers
As usual, BofA’s Michael Hartnett gets points for style. “No cuts, no glory,” read the
Goldman Says Made Lots Of Money. Will Reorganize To Make More
As expected, Goldman unveiled a third reorganization in four years on Tuesday. Consistent with media
Dynamite Fishing
Let’s get one thing straight: The selloff in UK bonds accelerated when Kwasi Kwarteng unveiled
Goldman: This Is The Remix
I’m sure consumer banking sounded like fun at Goldman, but it’s turned into a hassle.
Trussonomics Gets Stunning Coup De Grâce From Hunt
It’s over. Trussonomics is dead. It lasted less than a month. On Monday, one business
All Things Considered, Bank Of America Doing Pretty Well
US consumers “remained resilient” during the third quarter, Brian Moynihan said Monday, in remarks accompanying
Gilt Trip Looms For Panicked Markets
Update: Trussonomics is dead. Jeremy Hunt on Monday effectively scrapped every key element of Liz
Fixer-Uppers
US investors will get a reprieve from top-tier data in the new week, but likely
Preaching To A Choir Of Bears
It almost feels gratuitous to keep making the case against US equities. It’s preaching to
‘Yet Another Frame Of Reference’ Collapses Amid Fed Blitz
The rapidity (perhaps “ferocity” is more apt at this juncture) of Fed hikes has markets
‘Foolproof’ 60/40 Has Worst Year In History. ‘Big Low’ Elusive
Hope springs eternal, which is why, when US equities staged their fifth biggest intraday reversal
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