Now this is a bold call.
Category: stocks
Dueling Investor Groups And The Risk Of A ‘Fool Me Once’ G-20
Essentially, we’re right back in the same position we were in headed into the Trump-Xi dinner in Argentina.
One Contrarian Bets Trump Is Playing A ‘Shrewd Game’. Brinksmanship Is Fraught With Risk Regardless
This is a dangerous gamble and the margin for error appears to be quite thin.
Marko Kolanovic Talks ‘The Trump Recession’, Says Market Damage From Trade War Is ‘100X The Tariffs Collected’
“Given all of this – why are we not bearish?”
‘Tired Of Winning’
“It’s me right now.”
‘That US Corporate Cash Pile Is Being Spent’, So What About The Buybacks?
Remember, when it comes to sources of equity demand, it’s not even close…
Whistling Past The Graveyard
“Look, from my standpoint”…
Pavlovian Response.
…even as most folks seem wary of the nascent bounce off the May swoon.
Cut It Out: Full Week Ahead Preview
“Risk-positive”?
One Strategist Feels ‘Four Years Younger Today’, As Bad News Is Made Great Again
“This is a major relapse”.
‘Maybe Trump Is A Genius After All’
The eternal question: Is he crazy like a fox?
Nomura’s Charlie McElligott And The ‘Grabby Squeeze’
“There’s not a lot to debate here”.
Not-So-Lonesome Doves.
If there was a message to be heard, it was received loud and clear.
As Bullard Tips Rate Cut, Here Are A Couple Of Simple ‘Catch Down’ Charts
We’re now witnessing a veritable mania in Fed cut speculation.
‘The Last Thing We Need’
All in all, it was a fittingly sour end to the second-worst May for US equities since the 1960s.
And Now, A Hot Take Rant On ETFs And Liquidity…
Imagine that, right?
And Then, Things Really Started To Go Wrong…
Things have taken a wholly unfortunate turn into month-end.
Goldman: Easy Monetary Policy Won’t Be Enough If Growth Doesn’t Pick Up Soon
Suddenly, we’re back in the teeth of the global slowdown narrative.Â
Month-End Rebalancing Hopes And Fed Pricing As ‘Just Another Measure Of Market Fear’
Assuming Trump can abstain from further trade escalations for a couple of days, “all else” might in fact turn out to be “equal.”
Markets Eye December Circuit Breaker To Save Stocks From ‘Massive’ 4% Monthly Slide
It’s worth mentioning, but curb your enthusiasm.
Amid The Worst Stretch Of The Year For US Stocks, The Real Question Is: Why Isn’t It Worse?
“Why are equities so calm if the most plausible outcomes of the trade war are all bearish for growth?”
S&P Would Fall 7% In Worst-Case Trade War, Goldman Says (Don’t Ask About Any Second-Order ‘Nonlinearity’)
Let’s be clear: It is impossible to estimate the impact of an all-out trade war on equity prices.
The Fog Of (Cold) War
These are the bad times.Â
Nomura’s Charlie McElligott Explains Why Stocks Can’t Seem To ‘Really Sell Off’
Obviously, the macro narrative is a train wreck, but…
Don’t Fight The Rate-Setters? Or Are Stocks ‘The Real Aberration’?
“The reality is”…
When The Chips Are Down
Semis are now synonymous with the overarching macro narrative.
It’s All Political These Days: Full Week Ahead Preview
Donald Trump likely won’t be in a good mood as the new week dawns.
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