The US is “perilously close to a recession,” JPMorgan’s Michael Feroli said Friday. The bank
Category: Markets
America Heads For ‘Industrial Downturn’
US factory activity cooled more than expected last month, hotly anticipated data out Friday showed.
Summertime In The 70s
The good news is, it’s difficult to imagine the back half of 2022 being worse
A ‘Brutal,’ ‘Pick Your Poison’ Moment
The market knows. Traders are wise to the unenviable task confronting monetary policymakers, who, lacking
Pollyannas Vs Chicken Littles: The Great American Profit Debate
Are company analysts Pollyannas or are macro-minded strategists Chicken Littles? That’s becoming one the most
‘Inflation Isn’t A Random Walk,’ Popular Strategist Reminds You
“We all get the joke,” Nomura’s Charlie McElligott wrote Tuesday. He was referring to the
One CIO Is ‘Horrified’ At Analysts’ Profit Complacency
“Economists have begun to cut their top-down economic forecasts for GDP, and yet fundamental company
Bull In A China Shop
“This sends the signal that the economy comes first,” a Guangzhou-based investor said Tuesday. “This”
Why The Stock Selloff Will Resume
Be careful, it could be a trap. That’s one way to read the latest from
Stubborn US Economy Won’t Go Gentle Into That Good Night
Every day it’s the same story. Or, rather, the same question: Is good news bad
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
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