“What if the curve has been right all along?” Deutsche Bank’s Aleksandar Kocic wondered, in
Category: Markets
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
A Wild Trip Through Turkey
Turkey kept rates on hold Thursday which, to the uninitiated, probably doesn’t sound like news.
Around A Burning World
Sentiment was muted in Asia Thursday, and only slightly better than that in Europe, as
Retail Investor Mania Fizzles In Unforgiving 2022
Remember the retail investor mania? For a few months in early 2021, Reddit residents and
Fed Minutes Describe Combustible Inflation Setup
The word “restrictive” showed up just once in the May FOMC minutes, but allusions to
Minerd Once Saw $400k Bitcoin. Now He Just Sees ‘Bunch Of Yahoos’
Sometimes, Guggenheim’s Scott Minerd is unequivocally correct. Like that time, on February 27, 2020, when
Fed ‘Pause’ Narrative May Be Wildly Overblown
Over the past 48 hours, the financial media (and Bill Ackman) leaped at comments from
Dolce > Dick’s
As the old adage goes, “Nordstrom giveth and Dick’s taketh away.” Shares of the former
New Zealand Housing Bubble At Risk From RBNZ Super-Hawks
The knives are still out for policy doves globally, notwithstanding the first nods to a
Ackman Blasts Fed, Says Stocks, Economy May ‘Crash’, ‘Collapse’
“There is no prospect for a material reduction in inflation unless the Fed aggressively raises
New Home Sales Dive As Prices Go Parabolic
It finally happened. The US housing market finally cracked. New home sales plunged an astounding
For US Retailers, ‘Better-Than-Feared’ Is The New ‘Good’
“Better-than-feared” was about all analysts were able to muster on Tuesday, when Best Buy cut
Goldman Knows Just What Stocks Need To Rally
Goldman knows just what the market needs to hear in order to rebound sustainably. Spoiler
Chinese Stocks Now Deaf To Party Promises
It wasn’t so long ago — two months, actually — that policymakers in Beijing retained
Snap Back To Reality
Far be it from me to suggest Snap has a better read on the outlook
Summer ‘Earnings Reset’ May See S&P Tumble To 3400
“It’s too early to get bullish,” Morgan Stanley’s Mike Wilson said Monday. At this point,
A Recession. Just Not Today
In the week ahead, traders and investors will scrutinize results from a bevy of big-name
An ‘Important Regime Shift’ (And A Word On Hindsight)
Remember when the pandemic was deflationary? That seems absurdly quaint in 2022. But we’d do
Trial By Fire: Are Corporate Profits About To Plunge?
I dare say earnings reports from retailers will be among the most important macro events
Will The Crypto Collapse Spill Over? It’s Complicated
When cryptocurrencies took another leg lower this month following the collapse of Terra’s algorithmic stablecoin
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