Well, it’s Friday and this week has been just as interesting as last week. Today
Category: S&P 500
“Confusion Reigns” In Markets. So Run The Damn Football
“It’s a grinder’s world. When headwinds are raging and confusion is reigning, three yards and a cloud of dust rather than the flea flicker may indeed have a better chance of racking up points.”
Eventually It Will Happen. It Always Does. Unless…
Then again, Trump does have an “out”…
No Vote On Health Care Bill Is Another Blow To Trump Trade
“And like that, it’s gone”…
If You Think This Is A “Correction,” I Guess The Media Called It
So we can debate the extent to which Tuesday’s “blip” on an otherwise rosy-looking equity
Trader: “US Stocks Are Destined To Drop”
“This means that any relief rally will be used as an opportunity for longs to take profit, not a catalyst to build positions further.”
Trump Trade In Focus: All Eyes On Healthcare Bill As Yellen Lurks In Background
It’s do or die for the reflation narrative.
Introducing The “Fiscal Option” Or, How To Goal Seek S&P 2,525
In terms of timing, Tuesday probably wasn’t the best day to be out setting optimistic S&P targets,
I’m No Chart Whiz, But About That Whole Reflation Thing…
Reflation frustration?
Stocks Versus Bonds: “Old Normal Vs. New Normal”
Ok so as you think about yields and equities and what to expect going forward
These Charts Say We May Be Long Overdue For A “Flight To Safety” Episode
As explained in these pages exhaustively, last month’s “Holy Schatz” moment that saw the front
Kolanovic: Tuesday Was “No Surprise,” Should “Not Be Fitted To Political Narrative”
“While we don’t want to minimize the impact of political developments, today’s move was primarily technical and should not be fitted into a political narrative (which in fact was neutral between developments in France and US).”
Stock Selloff Goes Global
Investors “needed a good reason to take profit, and here it is.”
“Death By A Thousand Cuts”
“The market didn’t collapse. It went down. In the scheme of life, this is nothing. On the other hand, death by a thousand cuts has to be acknowledged at some point. “
Trader: Don’t Worry, Be Happy – But Remember That Donald Trump Sucks
“Trump’s attacks on free trade and a lack of cohesive economic policy may be doing severe and permanent damage to brand U.S.A., and I frequently reiterate the long-term bearish dollar arguments, but a few weeks of risk aversion shouldn’t prompt panic or concern for the macro investor.”
“Equities Blinked”: One Bank Warns “We’ll See More Days Like This”
“It is not yet clear whether this warrants a tactically more defensive stance on credit. But volatility should be higher and we should see more days like this.”
“This Is Not A Tail Event”: A Subtle Reminder About Stock Market Mayhem
It happens more often than you think…
Trader Exclaims: “They Are Making This Up As They Go Along!”
“There’s comfort to lazing in the dark, as long as you can ignore the thought of what a sudden bright light might show is making those scratching noises.”
Euro Jumps To 6-Week High After Lunatic Loses Key Debate
We start Tuesday in Europe in the aftermath of the closely watched presidential debate at
“Where The Wild Flows Are”: Equity Funds See Largest Inflow In 13 Weeks Before Fed
There’s been no shortage of discussion this year about flows into US equities. Over the past
Is “Tantrum” Risk Rising Behind The Scenes?
So this is something that’s worth watching… We’ve said time and again that investors would
Credit Suisse Says Buy It All, Raises Target For S&P 500 (And Everything Else)
“In this report, following the reaching of our mid-year S&P 500 target, we raise both our mid-year and year-end S&P targets to 2,400 and 2,500, respectively (from 2,350 and 2,300). “
Something To Ponder On A Sunday Night
Castles in the sky?
4 Days Later: Previewing The Week Ahead
Well, it’s Sunday which, at last check, means tomorrow will be Monday and that means a
Deutsche Bank: “The Probability Of A Negative Shock Is High”
In case you needed a reminder of just how long it’s been since this market
Here’s Where Demand For Stocks Will Come From In 2017
It’s been no secret that the bid for equities in 2017 has been largely attributable
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