Since bringing forward their liftoff forecast by “one full year” in late October, Goldman has
Category: Markets
‘The Quickest Route To Recession’ (And A Case Of Cognitive Dissonance)
The stock market isn’t the economy. We say that all the time. It’s almost a
Curtin’s Warning: Americans May ‘Misinterpret’ Fed Hikes
There was no improvement in US consumer sentiment during the back half of January. In
‘Initial Volatility’ Has Governments Nervous In Asia
A few key Asian markets managed to rebound on Friday after falling into corrections and
If Stocks Don’t Get Him, The Curve Might
Thursday’s overarching narrative was that this time around, Jerome Powell isn’t going to bend the
‘Bring Back Volcker’
I doubt seriously that prominent investors actually care about inflation vis-à-vis Fed policy. And why
Panic Selling Grips Asia As Stocks, Bonds Plunge On Hawkish Powell
Jerome Powell’s press conference performance, and particularly the Chair’s multiple references to this cycle being
Humble Stumbles
Jerome Powell on Wednesday emphasized that the Fed will be “humble” and “nimble” as it
Fed Nods To March Hike, Sketches QT With Runoff ‘Principles’
Inflation in the world’s largest economy is still “elevated,” the January FOMC statement said. That’s
Dovish Hawks Or Hawkish Doves? McElligott On The Fed
Plainly, Jerome Powell risked further destabilizing fragile US equities at the January FOMC press conference.
Key Ratio Points To 15% S&P Upside, One Bank Says
January’s stock swoon isn’t out of sync with fundamentals and played out largely as expected
Goldman: Any Further Significant Weakness Is A Buying Opportunity
Markets were choppy again Wednesday as January’s epic swings continued unabated. Needless to say, traders
Powell Faces 2018 Demons With Stock Crash Dilemma
“The continuing global recovery faces multiple challenges as the pandemic enters its third year,” the
What If The Economy Won’t Fund Powell’s Rate Hikes?
Markets are awake to the idea that the Fed may be on the brink of
The Real Reason For Monday’s ‘Biblical’ Stock Reversal
Monday morning was the first time clients had to “outright sell stuff,” Nomura’s Charlie McElligott
JPMorgan: Selloff ‘Overdone,’ Fed Put ‘May Stage Comeback’
Not everyone is on board with the idea that the ongoing swoon in US equities
The Bear Beckons In Asia As Shares Succumb To Fed, Inflation Fears
Asian equities plunged Tuesday, as manic moves on Wall Street rippled across global markets a
‘Dangerous Ideas’ And Plunging Stocks
January 24, 2022, was a banner day for the financial media. Nothing generates reader interest
S&P Flirts With Correction As US Economy At ‘Near Standstill’
It didn’t take long for the incoming data to provide support for a high profile
Blankfein Says Crypto ‘Happening.’ Fantom Now 3rd Largest DeFi Protocol
The crypto universe started the new week under siege after a weak-willed rebound fizzled out.
‘Winter Is Here,’ Stocks Can Fall 10%, One Bank Warns
It’s natural that market participants are obsessed with the Fed, but it’s time to worry
Prepare For Liftoff
“Prepare for liftoff.” That’ll be the message from the January Fed meeting and what’s sure
Why Goldman Sees Risk Of Fed Tightening ‘At Every Meeting’
Starting in March, the Fed could “take some tightening action at every meeting until the
The Real Cause Of Inflation
On the eve of the January FOMC meeting, at which Jerome Powell will likely reiterate
One Bank’s Stark Warning: ‘It Is Not Looking Pretty’
Given the overtly inauspicious character of recent market developments, a cautious cadence is warranted. I
All Else Equal
Lost in the cacophony of apocalyptic Fed pontificating is one simple reality: Financial conditions have
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