Still Pending
US equities meandered through another mostly meaningless session Tuesday. Traders were stuck in suspended animation
US equities meandered through another mostly meaningless session Tuesday. Traders were stuck in suspended animation
Last week, I talked a bit about market depth and a seemingly acute dearth of
US equities have been a veritable roller coaster lately. Maybe you noticed. Tuesday was no
Not everyone is on board with the idea that the ongoing swoon in US equities
“We like this,” one CIO said, on the first day of the last week of
The data calendar is sparse in 2021’s final week. Odds are you’ll still get an
The holiday lull began to set in Wednesday — finally. The arrival of Omicron and
Most equity forecasts for 2022 are constructive. Even the “bearish” calls aren’t properly bearish. Morgan
I’ve variously characterized 2021 as a year during which thematic swings and factor reversals became
US equities catapulted higher Tuesday, capping a mammoth two-day rally and putting the S&P on
Earlier this week, I wrote that for something that’s ostensibly driven by relatively straightforward supply/demand
The impact of green policies “can be explained in one sentence,” JPMorgan’s Marko Kolanovic said
“Bear” is an extremely relative term these days when it comes to equities. To say
Earlier this month, at least one bank suggested dip-buying, as a strategy, failed following the
If you’re looking for a reason to fret about an extension of last month’s equity
Risk appetite returned Thursday, as a variety of key macro risks receded. For now, anyway.
While only time will tell whether Monday’s selloff on Wall Street was just another blip
One of this month’s market obsessions is an apparent disconnect between economic momentum and positioning
It’s “crunch time” for Morgan Stanley’s mid-cycle transition thesis, the bank’s Andrew Sheets said Tuesday.
In “What Markets Are Betting On,” I talked a bit about investors’ outlook for the
One way or another, a 10% correction is probably in the cards for US equities.
The “doubt proved misplaced,” Bloomberg’s Lu Wang wrote Tuesday, as US equities marched toward another
The smartest among us admit how little we know and, as a corollary, acknowledge that
It’s all too easy to cite a litany of concerns in the course of suggesting
In the new week, market participants will have the luxury of watching the outside world
One thing, at least, is clear. Market participants have downgraded their view on growth. That’s
Melt-up, crash down and (likely) crash up. That’s one sequencing possibility in US equities, according
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