It would be both correct and incorrect to say the week ahead will be all about trade.
Category: stocks
All’s Well That Ends In A Blistering Jobs Rally
Frankly, this was an unnerving week, payrolls aside.
2019’s Cross-Asset Bonanza Is Tough Act To Follow
But don’t be so quick to suggest things will be “unexciting”.
Gamma ‘Close To The Cliff’, Raising Risk Of ‘Asymmetric Move Higher In Volatility’
Mind the gravitational field.
One Of Wall Street’s Biggest Bulls Is Cautious On 2020. Here’s Why
It’s not bearish, but it’s not sanguine either.
Trump On Thin Ice With Traders As US Stocks Sink Third Day
“I don’t watch the stock market”.
Nomura’s McElligott Warns: ‘We’re Nearing Gamma Flip Risk In SPX’
Dry kindling, meet struck match.
SocGen Finds ‘The Most Depressing Chart Ever!’
“I find this depressing.”
Tariff Man Crashes Stock Party On First Trading Day Of December
How many Dow points will it take to convince Trump to dial it back?
Risk Parity As The ‘Real Winner’ Of 2019 (And A Snapshot Of One Bank’s 2020 Asset Allocation)
Oh, and they’re still OW cash.
Beyond The ‘Bull Market In Everything’
If everything is overvalued, where can you turn for safety in a pinch?
Trump Is Winning The Financial Asset War With China. Time For Another Escalation?
After all, we’re “playing with the house’s money”.
Barclays: ‘Our Mini-Bubble Melt-Up Scenario’ Appears To Be Materializing
Thank the “easy soft patch”.
Nomura’s McElligott Explains The ‘Perfect Virtuous Feedback Loop’ As Gamma Gravity Pins Equities
“Intraday movement is squelched”.
Goldman: S&P 500 May Fall 16% If Democrats Sweep 2020 Election
Relax – the base case is that the bull market continues.
A Subtle Reminder About Republicans, Democrats, The S&P 500 And Deficits
Is it really a Democrat market participants should fear?
‘2018’s Experiment Failed Monumentally’: Detox Is Hard
You can kill the patient if you’re not careful.ÂÂ
The Rotation Is Dead. Long Live The Rotation.
“Expectations are extremely volatile”.
One Bank Asks: Recession Or Melt-Up?
“Our S&P 500 forecasts have a V-shaped profile”.
Bridgewater Makes Billion-Dollar Bet On Market Drop By March
Everybody panic.
Xi’s Media Man Lashes Out At ‘Blind’ US Congress, But Stocks Pinned As S&P ‘Chokes On Gamma’
“President Trump needs to sign the bill using braille”.
Trump To Risk Standoff With Xi, Will Sign Hong Kong Bill: Reports
“The ratings will be tremendous”.
This Is What Counts As ‘Fireworks’ In An Otherwise Tranquil Market
This sounds like a trivial statement (and it is), but…
You must be logged in to post a comment.