The ‘Collapsing’ Credit Impulse And The Story That Matters
“Is the collapse in the global credit impulse going to extend cyclical revulsion?,” SocGen’s Albert
“Is the collapse in the global credit impulse going to extend cyclical revulsion?,” SocGen’s Albert
I was tempted to say something generic about not wanting to “beat a dead horse,”
I mentioned there were two key macro narratives on Tuesday, and they’ll stay relevant even
A furious rebound in beleaguered Chinese tech behemoths stalled after just two days, while global
The “doubt proved misplaced,” Bloomberg’s Lu Wang wrote Tuesday, as US equities marched toward another
It’s all too easy to cite a litany of concerns in the course of suggesting
I’ve used “mark to market” in tongue-in-cheek fashion on any number of occasions lately, mostly
The “recent rally has lost steam on concerns that a surge in COVID-19 cases from
With the Delta variant running rampant, you might be asking yourself whether sundry supply chain
Monday’s narrative was just recycled, boilerplate copy: Solid earnings and decent data helped “offset” Chinese
“Why now?”, a couple of my favorite strategists asked, in the wake of a brutal
Somebody will call it “Black Monday.” And I imagine the producers at CNBC availed themselves
One of this week’s media narratives revolved around the juxtaposition between a still-dovish Fed and
In addition to the onset of earnings season in the US, the new week brings
SocGen’s Albert Edwards still believes in “The Great Melt.” Not the BBC David Attenborough documentary.
Chinese shares careened lower to close the week, with local equities seen vulnerable following ceremonies
SocGen’s Albert Edwards doubts the Fed will ever be able to normalize policy. I doubt
All it took was a surprisingly “hawkish” (scare quotes because it’s all very relative) shift
Equities are consolidating, a process which could last between one and three months, and will
The Trump administration had Larry Kudlow and Steve Mnuchin. Joe Biden has Janet Yellen. All
Momentum gathered Thursday for an agreement to waive patent protections for COVID-19 vaccines. Europe appeared
“If one stretches rubber too long, it eventually snaps,” JPMorgan’s Marko Kolanovic wrote Wednesday, in
A rather glaring transatlantic divide opened up in the first quarter, as the eurozone succumbed
Another session in paradise found US equities dawdling, or “chopping around,” if you prefer to
Sentiment was mixed or muted (pick your favorite nebulous adjective) to kick off a week
US equities logged another weekly gain as an apathetic Friday session capped a five-day stretch
As I was briskly running through Jamie Dimon’s latest annual letter, it occurred to me
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