Last week, following the first of what would ultimately be several very bad days for
Category: Markets
Xi Calls Up ‘The Butcher’ To Cut Off China Stock Rout
“I heard you paint houses.” I was only half joking yesterday when I suggested Xi
Don’t Look Down
I haven’t counted myself among equity bears in quite a while, and I’m far from
An ‘Epic’ Treasury Selloff, Kashkari’s Stargazing And Bad Election Optics
I’m a bit reluctant to editorialize heavily around what one mainstream financial media outlet described
China Turns To Xi For Advice On Stock Crisis
“Ok, I’m here. What’s the problem?” “Well, sir, it’s the stocks.” “What about the stocks?”
Magnificent 7: Bubble Or Not?
Time and again over the past two or three years, bears and market skeptics in
‘Warning’: The Era Of Free Money Might Be Over Forever
I always hesitate to say this or that “bothers” me. Because that’d be disingenuous. There
China Ramps Up Threats, Rescue Gossip With Stocks At Tipping Point
The Chinese equity market is in dire straits, but don’t worry: The Party’s on it.
‘Unambiguously’ Bullish Investors Not Contrarian Indicator. Yet
It’s barely February and US equities are up 4% in 2024 already. Coming off a
Blistering Jobs Report Blindsides US Rates
Needless to say, Friday’s astoundingly strong read on the US labor market rippled across the
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
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