Markets are plagued (figuratively and literally) with ominous headlines around a second COVID wave. France
Category: stocks
Herd Immunity
Monday was a dark day on Wall Street. That may be a bit hyperbolic, but
Dollars, Stalemates, And Magic Lines
The week started with a deadline and ended with finger pointing. “We could do that
Nomura’s McElligott On October As The Anti-Status Quo And The ‘New’ Election Tail Risk
October’s action in rates and associated thematic expressions in equities represent a “reversal” of the
Apprehension And Irony
US markets felt apprehensive Thursday. If that’s an accurate read, it’s understandable. The timeline on
Gods Don’t Bleed (But Albert Edwards Isn’t So Sure)
Don’t doubt the gods. That was the lesson learned over the summer of our discontent,
Nothing Is A Panacea
Tuesday was the ostensible “deadline” for The White House to meet Nancy Pelosi’s demands if
One Bad Red Hed (Where The Two Americas Meet)
“On balance, I am comfortable with our current policy stance,” Atlanta Fed boss Raphael Bostic
2021 And The ‘6 P’s’
It’ll be “tough” for equities to keep hitting new highs now that volatility, spreads, and
Waiting Games
Markets were optimistic Friday as investors awaited news on fiscal stimulus in the US and
The Bankers Are Fine
US equities managed to recover from fairly steep early losses to close mixed Thursday, as
Nomura’s McElligott: ‘You Cannot Overstate The Gamma Impact Of Single-Name, Mega-Cap Tech Options’
The flagging fiscal stimulus push in the US and escalating virus lockdowns in Europe are
‘Reality’ Is Knocking
Steve Mnuchin did something exceedingly rare for a top Trump administration official on Wednesday —
Amid ‘Shades’ Of Dot-Com Bubble, It’s Time To Switch Out Of Big US Tech, One Bank Says
“Long US Tech” was identified as the most crowded trade in the world for the
Nomura’s McElligott: It’s ‘Déjà Vu All Over Again’ As August Comes Calling In October
The ghost of August is calling, Nomura’s Charlie McElligott reiterates, in a Tuesday note largely
High Tech Depressions
US equities screamed higher Monday, even as the path to a pre-election stimulus deal remained
Hypothetical, Tax-Related Selloff A Year From Now Would Be Good Buying Opportunity, JPMorgan Says
Looking for a reason to get bearish on US stocks in the fourth quarter of
Nomura’s McElligott Talks Post-Election ‘Right-Tail Risk,’ Return Of ‘The Ghost Of August’
Fiscal stimulus is the “new QE,” Nomura’s Charlie McElligott wrote Monday, editorializing a bit around
Earnings Season Is Here
Assuming market participants can somehow focus on corporate fundamentals amid what is sure to be
Wild Blue Yonder
If you ask me, one of the most amusing aspects of the evolving market narrative
The Stories We Tell Ourselves
Mohamed El-Erian, “with his decades of investing experience” (to quote Bloomberg), doesn’t think there’s any
Are We Just Marking Time Until Rising Yields ‘Short-Circuit’ The Equity Rally?
Rightly or wrongly, the market appears to be pricing out Donald Trump. The 2016 experience
‘The Top’ Is Near And The World Is Changing
The top in asset prices will come between the election and inauguration, BofA’s Michael Hartnett
Maybe The Fed Should Just Let Stocks Crash
“It’s not that we have no tools. But the fiscal policy tools are much more
Albert Edwards Doubts Bond Selloff Has Legs. And That’s Good For The FAAMG Bubble
“The US equity market rally over the last few years, concentrated almost exclusively on FAAMG
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