Is enthusiasm for one of most spectacular equity rallies in recorded history waning, or is
Category: Markets
Keeping Things Interesting
I wouldn’t say the data calendar is “heavy” in the new week, but there’s enough
Torturing History
With brief interludes for the Archegos saga, meme stocks and a crypto collapse, inflation has
In ‘Historic’ Deal, G7 Endorses Sweeping Global Economic Overhaul
Going forward, large, profitable multinationals may have a harder time reducing their tax bills, if
‘Doing Nothing’ In The Face Of A ‘Genuine Outlier’
Thanks to Friday’s post-NFP rally, 10-year yields ended the week near the low-end of the
‘Deliberately Patient’
If you had to choose one quote from Friday’s session that encapsulates the interplay between
Life Of Leisure? More Observations From May’s Jobs Report
Notwithstanding my admittedly (and deliberately) provocative suggestion that workers should question the utility of returning
Maybe Everyone Should Just Go On Strike
May’s disappointing jobs report received better press than I expected, at least based on a
Lukewarm Disappointment
The US economy added 559,000 jobs in May, the BLS said Friday. In a normal
Fed, Fiscal And Fake Money
It was all about “jobs, jobs, jobs” on Friday and what a US payrolls beat
Surgeon General’s Warning
It’s been a decade (at least) since I purchased a pack of cigarettes, but as
Global Food Prices Soar Most Since Arab Spring
Global food prices rose again in May, the UN said Thursday. It was the 12th
Capturing The Zeitgeist
“May data indicated a quicker rise in input costs across the service sector, as supplier
Jobs Data Is Roses As ADP Prints Near 1 Million, Claims Drop
US private employers added 978,000 jobs last month, ADP said Thursday, 24 hours ahead of
News That Matters
AMC continued to monopolize coverage on mainstream financial media portals Thursday despite multiple headlines and
Income, Religion, Politics: US Vaccine Demand Explained
“US states with older populations, higher incomes, lower religion shares, and higher Democratic vote shares
What Two Popular Strategists Are Saying About Markets
US rates and stocks are “chopping their way to nowhere fast,” Nomura’s Charlie McElligott said,
Give Up. You Can’t Prevent Market Manias
If you read any decent history of speculative manias (“bubbles,” as it were), you’ll discover
‘An Obsession’
Inflation has become “an obsession” for many market participants, Morgan Stanley’s Mike Wilson wrote, in
Jamie Dimon Doesn’t Know What It Means To ‘Hustle’
I try to stay above the proverbial fray. For four years, I dabbled in social
A Familiar Tale
ISM manufacturing came in stronger than expected for May, while price pressures appeared to come
Something About The Best Laid Plans
Sentiment seemed upbeat as June dawned, underpinned by expectations for a summer defined by robust
The Case For Ethereum
While ETH and BTC seemingly aim to solve different problems – one can view ETH
Why Bother?
Just in case it wasn’t clear enough, the OECD on Monday reminded the world that
Beijing Has Seen Enough Yuan Appreciation
China has seen enough yuan appreciation. On the heels of a virtually uninterrupted rally, the
Smooth Lines
In the week ahead, traders will be keen to parse May payrolls for clues as
The Reality Of Distorted ‘Expectations’
Is the inflation narrative about to lose traction? That’s a subject I broached (or, more
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