“Hedge fund hell.” “$34 chicken wings?” “El-Erian says US can’t avoid stagflation.” “Americans more stressed
Category: Markets
Target’s ‘Since 1987’ Collapse Sends Macro Warning
On Tuesday, Walmart suffered what I described as a “black swan” moment, when the company’s
Why The S&P May Have ‘25% Upside’ By Year-End
If you believe the bond market speaks to us through the curve, the recession clock
Powell Or Pozsar?
Jerome Powell is going to “keep pushing” until US inflation abates in “a clear and
Walmart’s Black Swan Moment
Walmart follows a simple corporate creed: Everyday low prices. Other retailers purport to follow a
$900 Billion Is The Most Pessimistic Ever
The outlook for global growth has never been worse. That was one, among several, key
Stock Melt-Up May Be Imminent. Careful What You Wish For
This is a “precarious time for bears,” Nomura’s Charlie McElligott said Tuesday, as calls for
Musk, Twitter And The Art Of The Propaganda Coup
Elon Musk submitted more evidence on Tuesday attesting to the notion that when you’re the
Cash Levels Highest Since 9/11 As Investors Abandon Stocks, Short Tech
“Extremely bearish.” That’s how BofA’s Michael Hartnett described the May vintage of the bank’s Global
Treasury Market Risks ‘Vicious Liquidity Feedback Loop’
“For risk-free assets to be so risky is bound to be problematic,” SocGen’s Andrew Lapthorne
Why Stocks And Bonds Could Lose Another $20 Trillion
“[It’s] rare to see both bonds and equities losing so much at the same time,”
‘Not There Yet’: Top Strategist Says S&P May Fall To 3,400
Stocks are oversold and Treasury yields may have stabilized after running sharply higher, setting the
Bernanke Grabs Headlines With Sorkin On Eve Of Book Release
“I think in retrospect, yes, it was a mistake,” Ben Bernanke told Andrew Ross Sorkin,
‘Necessary’ Slowdown Doesn’t Mean Massive Job Losses, Goldman Says
Last week, Bill Dudley said the Fed should stop “sugarcoating” the message. He meant that
China’s Retail Sales Plunge As Key Data Highlights Lockdown Cost
Chinese economic activity decelerated sharply in April, data out Monday showed. Despite near daily assurances
Stocks, Bonds, Sentiment Enter New Week At Breaking Point
Traders and investors enter the back half of May in decidedly poor spirits. Ironically, that
Goldman Cuts US GDP Forecast. Cites Consumer Slowdown
“Alternative data” suggests US consumer spending slowed over the past several weeks, “perhaps” in response
Saudi Aramco Pumps Record Profits In Unfathomable Quarter
Surging oil prices propelled Saudi Aramco to its best quarter since the 2019 IPO, the
Experts Go Extinct In 2022’s Epochal Macro Shock
“Fast-changing headwinds and risks to the economic outlook have increased since the start of the
Goldman Slashes S&P Target, Says ‘Investors Have Been Mauled’
Investors “have been mauled,” Goldman’s David Kostin said, looking back on what, so far anyway,
A Bird In The Hand
US equities took investors for another wild ride Friday, when Wall Street punctuated a head-spinning
US Consumer Sentiment Goes From Bad To Awful
If it’s a foregone conclusion, is it worth mentioning? Probably not, but if that’s the
Ethereum Fever Dream Crippled Our Economy. It’s Time We Wake Up
On August 11, 2021, a USA Today article featured the headline, “Millennials are quitting jobs
Elon Musk Squeezes A Little Bird
“Twitter deal temporarily on hold pending details supporting calculation that spam/fake accounts do indeed represent
‘3700, Possibly Lower,’ Analyst Who Nailed S&P In 2018 Says
“It looks as if the market has lost its tolerance for non-zero rates,” Deutsche Bank’s
Tech Stocks May ‘Implode’ If Profits Slow, Famous Bear Warns
“2022’s selloff is a valuation story so far, but if profits decline, it’ll be more
Stocks Are ‘Slow-Moving Car Wreck’ As Hard Landing Looms
Another disorganized session on Wall Street left investors searching for answers. Often enough, it feels
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