Every day it’s the same story. Or, rather, the same question: Is good news bad
Category: Markets
Bear Market May Take Short Summer Vacation
If this week turns out to be anything like last week for US equities, it’ll
Inflation Blame Game: Whose Fault Is This Really?
There’s no shortage of debate around the relative wisdom of deploying draconian rate hikes to
Russia Defaults. Nobody Cares
Three years ago, when Donald Trump sanctioned Ayatollah Khamenei, I described the decision as “about
Crisis-Weary Fed Has 9%-Tall Mountain Left To Climb: Quant
Jerome Powell is a victim of circumstance, a golfer who “can’t putt,” a professional fall
2022 Rivals 2008 For Suddenly Wild Bond Market
“Keep those seatbelts fastened,” TD’s Priya Misra said, in a note documenting this year’s fireworks
‘All That Matters’
A raft of data and a dash of Fedspeak should help traders refine the macro
The Stark Reality Of Modern Stock Market Rallies
If you’re concerned that households, by far the largest owners of the US equity market
Kolanovic Says Stocks May Soar 7% Next Week
Could rebalancing flows help US stocks log their largest weekly gain since November of 2020?
Hard Landing Panic Has Markets Rethinking Central Bank Bets
Central banks have succeeded. In engineering a recession scare. Rate hike bets were trimmed again
150 Years Of History Says S&P Falls Another 15%. At Least
It’ll seem obvious in hindsight, as all things do. If the post-pandemic rally in equities
2022 Is Worst Year For US Bonds Since George Washington
The first five months of 2022 were cruel for bonds. That much you probably know.
Bear Market Bender
Risk sentiment looks poised to oscillate for the next several weeks. Meandering price action will
Albert Edwards Gently Warns Of Imminent ‘Collapse,’ ‘Meltdown’
By and large, market commentators now begrudgingly concede that the odds of a US recession
Goldman Doubles Recession Odds For Next 12 Months
“Encouragingly, economic activity has decelerated,” Goldman’s David Mericle and Ronnie Walker wrote, while reassessing the
Bear Market Won’t End Until Recession Question Answered: Wilson
The bear market in equities won’t be over “until recession arrives or the risk of
Profit Reckoning Nears For Corporate America
I’ve mentioned the prospect of a reprieve for beleaguered equities in the near-term. Sentiment is
Fed Panic: Why This Is Not A Drill
It’ll be all housing data and Fedspeak in a holiday-shortened US trading week. Anyone who
Of Recessions And Bears
US stocks are in a bear market. Maybe you noticed. A recession is either inevitable
Fed, Markets Now ‘Paying The Price’ Of Infamous Powell Pivot
After a dozen years of accommodative monetary policy, markets have lost the capacity to fully
Cathie Wood Tells Goldman: The Dream Is Alive
The world is changing. Nobody knows that better than Cathie Wood. Wood’s meteoric rise was
Crypto End Game Goes Through DeFi’s Black Box
An already dire situation in the cryptoverse took another ominous turn Saturday, when Bitcoin dropped
‘It’s Not Inevitable’
However things turned out during Friday’s US session, this week was destined for inscription in
Breaking The Bank Of Japan? It Won’t Be Easy
“It’s not appropriate to tighten policy now.” That quote, from Haruhiko Kuroda, summarizes Friday’s uneventful
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