“China is the Alternative,” read the title of a somewhat dispiriting blog post published Friday morning in
Category: Markets
Party Off, Wayne
Thursday’s key macro story — or one of them, anyway — was the stark juxtaposition
The Rug Pull
The Fed “executed the rare ‘dovish statement, but 10/10 hawkish presser’ surprise,” Nomura’s Charlie McElligott
The Scientific Method
Jerome Powell almost threaded the needle on Wednesday. Around 20 minutes into one of the
Fed Tips Slower Hikes, But Restrictive Nod May Placate Hawks
The Fed on Wednesday hiked rates by 75bps, as expected. It marked the fourth consecutive
Terminal Patient
This’ll be stale as soon as Jerome Powell speaks on Wednesday afternoon, but only in
Were Mega-Cap US Tech Stocks ‘Imposters’ All Along?
Over the past, let’s call it three or four years, I’ve repeatedly referenced the suggestion
Crucial ‘Downshift’ Narrative Confirmed On Dubious RBA Anniversary
It looks as though central banks have decided that downshifting to smaller rate hike increments
The ‘Reopening Committee’
The Chinese Foreign Ministry is “not aware” of any committees tasked with coordinating a grand
Kolanovic, Wilson Agree: Central Bank Tightening Has Likely Peaked
Wall Street’s most outspoken bear and the sell-side’s most famous bull agree on one thing
Wicked Reversal Risk Hangs Over Fed Meeting
You have to think three steps ahead these days. At least. By now, the Fed’s
The Fed Should End The Timiraos Speculation
Earlier this month, when I was still willing to tweet something other than links to
US Inflation May Soon Collapse: Mike Friedman
If Milton Friedman was right, inflation may be poised to crater. “[CPI] is one of
Blink Once For Crash Up
You should be able to tell this story yourself. It’s a familiar tale. Friday’s raucous
Impossibly Wild 2022 Sets Up Near Certainty For 2023
Some believe the subtle shift in central bank behavior witnessed over the past month means
Can Mark Zuckerberg Go Broke?
It was a rough day to be Mark Zuckerberg. For the second time in 2022,
Amazon Risks Wipeout With Bad Guide. Apple Still Apple
Amazon and Apple closed the book on mega-cap US tech earnings Thursday with results that
A ‘Historic’ Multi-Billion Dollar Meme Stock Restructuring
Credit Suisse didn’t implode. As it turns out, the shrill social media cacophony and sundry
ECB May As Well Just Quit Now
Convoluted. That’s a one-word description of the ECB’s October meeting, which found Christine Lagarde and
Zuckerberg’s Metaverse Ambitions Bleed Billions
Mark Zuckerberg’s fading fortunes (and you can take that figuratively, literally or both) hung in
The Offshore Yuan Just Surged The Most In History
A top tier global economy intervened to stabilize its currency on Tuesday and Wednesday. And
Stale Chips
I’d call them inauspicious developments, but that seems trite. Seemingly all developments are inauspicious in
Is A Treasury ‘Intervention’ Imminent?
Janet Yellen is “very focused” on Treasury market functioning. That’s according to remarks delivered on
Microsoft, Alphabet Results May Underwhelm Anxious Markets
Alphabet and Microsoft kicked off mega-cap US tech earnings on Tuesday afternoon with what I’d
‘Terrified’ Buyside Has Fed Pivot FOMO
The buyside is woefully underexposed and “terrified” of missing out on any extension of the
In China: More Drama
Tuesday brought more drama in Chinese markets. A day on from an egregious selloff in
Mike Wilson The (Tactical) Bull
Morgan Stanley’s Mike Wilson is bullish. Tactically, but any sort of bullishness from Wilson is
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