There’s one dove left in a world of monetary policy hawks. The Bank of Japan
Category: Markets
Fresh Out Of Patience, Australia’s Uber-Dove Shocks Markets
It wasn’t so long ago when RBA governor Philip Lowe was a “patient” man, predisposed
Mr. Musk And The Merger
Elon Musk is a busy man. He makes cars, yes, but he also builds spaceships,
Stock Selloff May Not End Until This ‘Final Shoe’ Drops
I’ve talked breathlessly about the demolition in growth stocks and, more broadly, the demise of
Bear Market Rally On Borrowed Time, S&P To 3400: Wilson
US equities may loiter around current levels for a while, but another swoon is coming,
China’s $2 Trillion Tech Wipeout Seen Over As Didi Probe Ends
The long-running rout in Chinese tech shares that wiped away some $2 trillion in market
US Gets Inflation Heat Check As Fed Goes Quiet
Traders and investors will enjoy a break from top-tier US data in the new week
Growth Stock Unwind Severs Link Between Balance Sheets And ‘Quality’
You’ve heard it time and again by now: Year after year of outperformance and market
Market’s Message To Fed: ‘Even One Hike Was A Mistake’
There’s a “fundamental disagreement” between the Fed and markets, and it can’t persist forever. That’s
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
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