How many times have I talked about a “breaking point” for markets in September? A
Category: Markets
Charts From ‘Black Friday’ In The UK
Via Alpha Exchange. Get the podcast here Black Monday (10/19/1987), Black Tuesday (10/29/1929), Black Wednesday (9/16/1992), Black
Truss Plan Pushes UK To Edge Of Crisis
“Casino economics” that will “end in tears” with a possible run on the pound. That’s
The Wrecking Ball
Currently, data which suggests the US economy is picking up momentum (as opposed to losing
Europe Set For Bear Market, Recession As Money ‘Pours Out’
Risk assets were in trouble Friday, as European shares careened lower amid poor data, war
Goldman Takes Axe To House S&P Call
In a high profile, if not wholly unexpected, call, Goldman slashed its year-end S&P 500
What If It All Comes Apart?
Considering markets as we’ve come to know them over the past decade (or three) were
Powell Press Conference Showed Why Fed Should Stop Talking
If you took anything away from the past 24 hours in markets, it should probably
Meanwhile, In Turkey!
If the situation weren’t so burdensome for the populace, I’d say you have to admire
Bank Of England’s Perilous High-Wire Act Continues
The Bank of England raised rates for a seventh consecutive meeting on Thursday, escalating a
Japan Goes To War With Kuroda’s BoJ Over Plunging Yen
The Bank of Japan is now effectively at war with the Japanese finance ministry, an
Powell Wishes He Could Wish Away Inflation. Alas…
The Fed has reached the lowest level of restrictive policy, Jerome Powell said Wednesday, during
A Hawkish 75?
The Fed on Wednesday delivered a third consecutive 75bps rate hike, escalating a historic and,
100 Or Bust
Back in July, when the Bank of Canada aimed a 100bps rocket-propelled grenade at the
Is Kuroda Putting His Personal Legacy Above Japan’s National Interest?
Telling the same yen story over and over again is admittedly a bit tedious, but
JPMorgan, Kolanovic Still ‘Cautiously Optimistic’
The run up in terminal rate pricing and accompanying increase in US real yields are
Paulie Walnuts And The Triumphant Return Of Cash
I left the car running. I always do. It’s still scorching hot around here, and
Mission Impossible: What To Expect From The Fed
All eyes turn to the Fed in the new week. Not that traders weren’t already
‘The World Doesn’t Work Like That’
“The world doesn’t work like that.” That’s what Zoltan Pozsar told Bloomberg earlier this month
The Double-Barreled Threat To Stocks
A near constant theme in these pages — a perpetual topic du jour, if you’ll
US Home Prices Are Destined To Fall
Mortgage rates in the US rose above 6% last week for the first time since
Goldman Raises US Recession Odds. Cuts Growth Outlook
The implied outlook for US economic growth is now “somewhat worse.” That’s according to Goldman,
Bulls Stare Into Dark Abyss As Event Risks Loom
It wasn’t a good week to be a bull. Images of FedEx’s largest one-day plunge
S&P Could Fall 40% In ‘Severe Hawkish’ Scenario
If we assume the likes of Bill Dudley, Larry Summers and Olivier Blanchard are correct
FedEx May Be Wile E. Coyote Moment For Economy, Markets
Wall Street will spend the final day of a somewhat tedious week fretting over FedEx,
Breaking Point
Markets moved closer to what felt like a breaking point Friday. FedEx’s bleak remarks on
Normal Is War
In just two years, everything changed. The pandemic, and then, a ground war in Europe,
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