“It’s hard to see any clear, sane path on what he’s doing”, Nancy Pelosi told
Category: stocks
Would You Trade A 4% Haircut In The S&P’s Fair Value For Sanity?
With expectations for a Democratic sweep becoming more entrenched by the day, market participants with
Trump Kills Stimulus Talks In Dramatic About-Face. Says Negotiations To Resume ‘After I Win’
On Saturday, during the first day of a short visit to Walter Reed following his
No Church In The Wild
Journalists long ago ran out of euphemisms when it comes to describing Donald Trump’s singular
‘With Less Than 30 Days’: Goldman Recaps Cross-Asset Election Outlook After Trump Virus Scare
“The S&P 500 equal-weighted index had one of the largest daily outperformances since the GFC”,
Nomura’s McElligott: Market Is ‘Full-Throttle Embracing Biden, Blue Wave’
Price action on Monday was indicative of a market “going full-throttle” in its “embrace of
(Don’t Fear) The Reaper
On Monday afternoon, Donald Trump did precisely what many feared he might in the event
Did Markets Start Pricing Out Donald Trump On Monday?
“We’re still optimistic based on his unbelievable progress”, Mark Meadows said Monday, during remarks to
Some See White House Virus Scare Increasing Odds Of Undisputed Election
“At the margin, markets seem to have lowered the chance of prolonged uncertainty post-November 3”,
‘Collapsing’ Fundamentals And Fingers Crossed For The Future
It probably won’t surprise you to learn that the S&P 500’s entire gain in 2020
Marko Kolanovic Weighs In On Trump COVID Diagnosis, Stays Positive On Stocks
If you’re reassessing your outlook for equities (or any other asset class) Friday in the
Imagined Reality
The good news is, the US government isn’t going to formally shutdown. As expected, Donald
Cast Members
Wherever they end up, negotiations around another virus relief package in the US haven’t gone
Ambiguous Ambiguity
When it comes to US equities and a prospective Joe Biden administration, the debate has
Nomura’s McElligott On ‘Doomsday Prepping’ And The Underpriced ‘Risk’ Of No Chaos
Assuming no black swans come splashing down in the macro lake, equities may be somewhat
Much More Money
“Much more”. That’s a rough estimate of what Nancy Pelosi needs to hear from Steve
Thank God For The Technocrats
Equities seemed pretty sure-footed in the earliest trading this week, but separating signal from noise
Stocks Have Cleared Two Of Three ‘Key Challenges,’ JPMorgan Says
The good news is, we’ve cleared two of three key near-term challenges for equities, JPMorgan’s
Dear Stock Bulls: Don’t Fear The Inflation Monster
Will rising inflation weigh on equity prices via higher nominal interest rates? Spoiler alert: Probably
Counting Down To The Unknown
All’s well that ends with the Nasdaq posting its first weekly gain in four, I
Goldman: S&P Can Trade Election Outcome Even If AP Doesn’t Call A Winner
Market participants’ concerns about the prospect of a contested US election are becoming more acute
One Week After Buying The Dip, Investors Run Screaming From US Stocks In 3rd Biggest Outflow Ever
One week on from the biggest inflow into equities since March of 2018, investors fled
To Hell And Back Again (And Why September Doesn’t Presage A ‘Big Bear Move’)
It’s been a wild year. How’s that for an understatement? Consider that nine months later,
Nomura’s McElligott Talks Short Gamma, ‘Robinhood YOLO’ing’ As Tech Heads For Worst Month Since 2008
Equities are unshackled this week post-last Friday’s quad witching expiry, and the “unclenching” effect from
Everything We Can Think Of
“I think this will end up in the Supreme Court and I think it’s very
Crazy Times, Brave Vol Traders, And The ‘God Forbidden Realization Of Chaos’
Crazy times On Tuesday, after a half hour search finally turned up my missing envelopes
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