“A vaccine is a more important development for the economy and markets than the prospective
Category: stocks
After The Largest One-Day Momentum Crash In History, Here’s The Ultimate Irony
“The last shall be first and the first last.” That was the story for markets through Tuesday, as value posted
‘It’s Difficult To Fade’: As Markets React To Vaccine News, ‘Quant Quake’ Risk Comes Calling
“It’s difficult to fade this move as global risk markets should rally more on what
Nomura’s McElligott On Vaccine News: ‘The Reflation, Reopening, Relief’ Trade Will Be ‘Insane’
News that Pfizer’s COVID-19 vaccine has an efficacy rate above 90% rippled across asset classes
Out Of The Frying Pan, Into The Fire? Senate Toss Up May Herald Return Of Uncertainty
If you’re looking for something to worry about coming off one of the best weeks
Goldman’s Clients Have Georgia On Their Mind (A Rose By Any Other Name)
“In the weeks ahead, tens of millions of dollars in campaign cash are expected to
Kolanovic Says Election Is ‘Best Of Both Worlds’ For Stocks. Offers Advice To Pollsters
The result of the US election is “likely the best of both worlds for stocks,”
Kevin Muir, Nomura’s McElligott On Why The Reflation Trade Might Not Be Dead Just Yet
The immediate post-election trade was defined by a “blue fade“: Renewed enthusiasm for tech, no
When The Count Is Finished
Donald Trump’s path to reelection narrowed further on Friday as vote counting continued in key
No Surrender
US equities stormed higher for a fourth day Thursday, bringing gains on the week to
The Good Kind Of ‘Weird,’ The Bad Kind Of Message
Global equities surged Thursday, as markets were seemingly thrilled at the prospect of an imminent
The Day The Earth Stood Still
Donald Trump appeared poised to put up a legal fight in the event some combination
Nomura’s McElligott: For Markets, The Presidential Election Is Now Effectively A ‘Red Herring’
If you had duration, flatteners, and long growth/short value on as election hedges against what,
The ‘Blue Fade’ Trade
Wednesday was all about fading the “blue sweep” narrative, as overnight price action spilled over
Markets Showed Blue Sweep Bias Into Vote Count As Trump Predicted ‘Victory’
Markets generally retained what felt like a “blue sweep” bias across the Election Day cash
Here Is Your ‘Last Chance’ Tactical Election Rundown
Having delivered on what I felt was an editorial obligation to mark the US election
(Dangerously) Aloof
“Did you send me a check?” It was the accountant. He never says “Hi” or
Jefferies’ Zervos: US Election May Be ‘Market Non-Event Of The Century’
In a note out late last week, JPMorgan’s Nikolaos Panigirtzoglou suggested that the market’s obsession
JPMorgan: Equity Bull Market Set To Resume. Central Banks Matter More Than Fiscal Stimulus
Over the past two months, the consensus narrative vis-à-vis policy and stimulus generally revolved around
And Now, Another Astounding FAAMG Factoid
The US equity market is a lot like American society — inegalitarian and defined by
‘Classic Toppy Signs’ In An Insane World
The next US president, whether Donald Trump (again) or Joe Biden, will inherit one of
‘Unfathomable Consequences’
The last full week of trading before America’s date with what some still fear will
‘Efficiency Work’
It’s fair to say 2020 has been a disastrous year for Exxon. The company, once
For America’s Tech Titans, Weight Of The World Gets Heavy
Tech shares weighed on equities Friday, as solid earnings from Apple, Facebook, Amazon, and Alphabet
These Great Numbers
“Biggest and Best in the History of our Country, and not even close,” Donald Trump
Sell The Stocks. But Don’t Take The Bonds. Or The Cannoli
Blame the virus, blame lockdowns in Europe, blame positioning, or blame your favorite election narrative.
This May Be The Biggest Long-Term Risk For Stocks And The Economy
On Tuesday, I talked a bit out the possible disinflationary read-through in the event the
You must be logged in to post a comment.