Could rebalancing flows help US stocks log their largest weekly gain since November of 2020?
Category: Markets
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
Beware The Credit Canaries
When asked to identify “the most likely reason” for a prospective pause in the Fed’s
Bear With Me
Yesterday’s “the Fed is getting on top of inflation” was today’s “the Fed is struggling
SNB ‘Bombshell’ Could Open Pandora’s Box
If you had “SNB hike” on your bingo card this week, congratulations. The Swiss National
A Hopeless, Hapless BoE Hikes Rates Again As Downturn Looms
The Bank of England hiked rates for a fifth consecutive meeting on Thursday, in line
‘Failure Isn’t An Option’: Powell Says Fed To Prevail Over Inflation
“Clearly, this is an unusually large” rate hike, Jerome Powell said, while speaking to the
Fed Hikes Rates Most Since 1994 In Dramatic Mea Culpa
The Fed hiked rates by the most since 1994 on Wednesday, in a decision that
Everywhere You Look, Markets Are Breaking
Traders are learning to live with outsized moves and pervasive cross-asset volatility. Or, if they
ECB Panics Four Business Days After Confirming Policy Pivot
The ECB has seen enough. Already. Just four business days after confirming the imminent onset
Coinbase Is Losing A Few Team Members
If it seems like less than two weeks ago when Coinbase’s Chief People Officer, L.J.
What Could Force A Fed Pivot? $800 Billion Sees Five Catalysts
The “Bostic pause” story was a cruel canard. That much is now clear. In a
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