Recapping key talking points….
Category: stocks
Up, Up And Away: Holiday Melt-Up Proceeds Apace
In these ebullient times, let us not forget the proverbial reason for the season.
2019 Was The 9th Smoothest Year In History For US Equities (By One Measure, At Least)
And while we’re at it, let’s talk about gold.
From Turkey To China To Japan, Global Equities Buoyant In Holiday-Thinned Trade
Everywhere you turn, something’s higher.
A Year On, Markets No Longer Haunted By Ghost Of 2018 Christmas Massacre
And a partridge in a pear tree.
Potpourri! 9% Premiums, Weak Business Investment And Undersubscribed Repos
Here are some notables that may fly under the radar.
Vanguard Says Equity Volatility ‘Unsustainably Low’, 50% Odds Of Correction In 2020
Caution is warranted, according to the mammoth collector of assets.
Melt-Up Or Euphoria? A Rose By Any Other Name…
And yet, it doesn’t have to end now.
Nomura’s Charlie McElligott Delivers 2020 Macro Outlook: ‘My View Is Much More Realistic’
“As a contrarian, consensual group-think views into the year-ahead are often exaggerated”.
Carry On. There Are Stocks To Buy.
Lacking impediments, global stocks summit ever higher peaks.
In Record-Setting Stock Rally, USMCA, Trump Scores Pyrrhic Victories Amid Impeachment
Now if only Trump could get the “Do Nothing” ISM to cooperate, he’d be in good shape.
Get Ready. ‘Great Rotation II’ Is Coming, JPMorgan Says
A “structural change” is coming.
Here’s What Usually Happens After The S&P Has A Blockbuster Year
“Objects in motion”…
‘A Dramatic Turnaround’: BofA’s December Fund Manager Survey ‘Confirms The Bulls Are Back’
More “FOMO” feeling as recession risk is rapidly priced out.
‘Run-Bull, Run’
“Our policy machinery is going full speed ahead”.
Nomura’s McElligott Explains The ‘QE-Like Stasis’ Of An ‘Everything Works’ Market
So, is there any risk? Well, yes.
Lots Of Beta, But No Alpha Makes Jack A Dull Boy
A familiar tale, but one worth (briefly) retelling…
The Bull That Just Wouldn’t Die
But, you know what they say about the “best laid plans of mice and men”…
‘It’s Turning Into A Merry Christmas’: Global Rally Gains Momentum As Macro Risks Recede
It’s Trump’s rally to lose…
China Deal ‘In Principle’ Turbocharges Stocks, Sends Bonds Tumbling
High drama, as General Trump engages in all-day brinksmanship before signing off on the deal.
Nomura’s McElligott On A Possible ‘Impulse Gap Higher’
“The market has [a lot of] protection which will get sold”.
Last Week, One Bank Found ‘The Most Depressing Chart Ever!’ Here’s A Followup
The problem: You’ve got to be willing to “take on liquidity risk”.
Marko Kolanovic Delivers 2020 Outlook, Sees Higher Stocks, Better Macro
“At the depth of the market selloff last December, we set a controversial S&P 500 price target of 3,100 for 2019”.
What Are The Odds Of A Bear Market? Goldman Drills Down
The good, the bad, the bearish and the bullish.
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