There’s a “fundamental disagreement” between the Fed and markets, and it can’t persist forever. That’s
Category: Markets
The ‘Trillion-Dollar Question’ For US Stocks
Barring a reversal of fortune, 2022 will be remembered as the year the “slow-flation” macro
If All Crypto Collapses, Here’s How It Would Probably Happen
Coinbase has a Chief People Officer. He’s L.J. Brock. And he’s been managing, acquiring and
Elon Musk Has A Bad Feeling About This
Earlier this week, Elon Musk told Tesla employees they needed to get back to the
It’s (Still) The Economy, Stupid
On Thursday, I channeled a popular derivatives strategist in describing the idea of a Fed
When Doves Fry: Why A Fed Pivot Is ‘Wishful Thinking’
“I think it’s a good tale on some level for story books, but it’s not
Oil Crisis, China Recession In Focus As World Worries
News flow felt sparse Thursday, as global markets “struggled for direction,” to employ the boilerplate
Jamie Dimon, ‘Red-Blooded Capitalist,’ Braces For ‘Superstorm Sandy’
“Right now, it’s kinda sunny, things are doin’ fine,” Jamie Dimon mused, gesticulating at a conference
Kolanovic: Stocks Will Recover Losses, End 2022 Flat
“During the month of May, bearish investors took victory laps — until the last week
Canada’s ‘No. 1 Gatekeeper’ Threatens Massive Rate Hike
Tiff Macklem needed to send a message on Wednesday. Like other developed market central bank
Layoffs Fall To Record Low As US Labor Shortage Persists
US job openings fell in April, closely-watched data out Wednesday showed. Unfortunately, at 11.4 million,
We’re Witnessing Commodities’ ‘TINA-Moment,’ Goldman Says
When it comes to hedging macro risks, there is no alternative. To commodities. That’s one
Biden Respectfully Reminds You Inflation Is Fed’s Thing
Over the last 48 hours, Joe Biden made it pretty clear who voters should blame
Only A Ukraine Cease Fire Can Stop Stock Bear Market
If you’re betting on anything more than a short-lived bounce in US equities, an end
Inflation Isn’t Done With Us Yet
Markets pull forward expected future outcomes, so there’s a sense in which you could argue
Hedge Funds Face The Music After Historic ‘VIP’ Drag
Hedge funds may be hit with $20 billion in redemptions during the remainder of this
Stock Rebound Gets Test From US Jobs Report, Data Deluge
The holiday-compressed US trading week features a daunting data docket that’ll test investors’ mettle after
Billions At Stake As Bored Ape Battles Crypto Bear
I’ve welcomed quite a few new readers this year, and particularly over the past few
Is Decentralized Finance Imploding?
“You can’t issue unlicensed securities and use your friends as the underwriters,” I told someone
‘The Market Is Always Embracing The Worst Possible Scenario’
“What if the curve has been right all along?” Deutsche Bank’s Aleksandar Kocic wondered, in
Retail Investors Sell Almost All Stocks Bought During Pandemic
We talk incessantly (and often derisively) about “the retail investor.” We’re never very precise about
The Stock Selloff Probably Isn’t Over
Foraging for winners in the smoldering wreckage of 2022’s charred cross-asset landscape conjures The Road,
$21 Billion In Dip-Buying Spotted As S&P Snaps Losing Streak
The “summer rally bandwagon is growing.” That’s according to BofA’s Michael Hartnett who, in the
From Markets To Politics, It’s All About China’s ‘Trajectory’
Shares in Hong Kong closed out an otherwise lackluster week on a high note Friday,
As Middle Class ‘Trades Down,’ Dollar Stores Trade Up
“The great thing at Dollar General is that we offer that value,” CEO Todd Vasos
Albert Edwards Spots ‘Elephant In The Room’
Albert Edwards wants to “talk about stocks.” But not those stocks. In a Thursday note,
Popular Strategist Sees ‘Critical Near-Term Pivot’ As Stocks Rally
Although the bar for the Fed to slow the pace of rate hikes remains very
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