$640 Billion Is Most Bullish Since Peak ‘Everything Bubble’
Fund managers are the most bullish since the height of the so-called “everything bubble.” That’s
‘Haves’-‘Have-Nots’ Divide Reaches Tipping Point, One Bank Warns
There’s a vociferous debate raging in the macro community where economists, technocrats and economists employed
Soft Landing Strip Now Very Narrow, Kolanovic Says
The landing strip’s narrow for Jerome Powell. That was one (familiar) message from JPMorgan analysts
De-Dollarization Delayed
The funny thing about the de-dollarization story is that it’s unequivocally false. I tried to
Rainbow Sprinkles
Morgan Stanley’s Mike Wilson sees a worrying sign. I suppose this goes without saying by
It’s (Still) Not Going Well In China
It’s not going well in China. Still. It’s still not going well in China. Beijing
Mega-Cap Versus Median
Mega-cap exceptionalism’s admittedly a tired topic by now, but then again, it’s the defining characteristic
France To The Right, UK To The Left
Two of the world’s preeminent democracies will hold pivotal elections in a mere three weeks’
Two Weeks In One
One way or another, this’ll be a two-day week for a lot of US market
Goldman Unveils Five New Scenarios For US Equities
In a best-case scenario, US equities could rise another 16% through year-end. That’s according to
A Tale Of Two Markets
US equity funds took in another $6.3 billion on net over the latest weekly reporting
France Staggers Toward Political, Financial Crises
Bruno Le Maire’s concerned. During an interview with Franceinfo radio, Emmanuel Macron’s finance minister took
America’s New Sales Pitch
Americans tend to take US “exceptionalism” in all its various manifestations for granted. Rarely do
Bad Vibes Continue In America Despite Record Stock Prices
US consumer moods deteriorated a third month in early June, the preliminary read on America’s
Summer Vol Bleed?
It’s probably fair to say US soft landing odds increased materially over the past several
We Have Your Money. And We’re Giving It To Ukraine.
On Thursday, G7 leaders agreed to a plan that would use investment returns on frozen
Fed Hawks Frozen As Producer Prices Fall, Jobless Claims Leap
There was more favorable inflation news out of the US on Thursday. 24 hours after
Six Reasons To Doubt The Fed Dots
The market doesn’t believe the Fed’s new dot plot. At the June FOMC, the Committee
Fed ‘Way Behind The Easing Curve,’ Albert Edwards Says
It’s time for the Fed to cut rates. Past time, even. So said SocGen’s Albert
Save The Date
Jerome Powell was composed on Wednesday during what, at times, felt like a somnolent back
Fed Tips One 2024 Cut, Four 2025 Cuts, Higher Neutral Rate
The Fed kept rates on hold for a seventh meeting Wednesday and tipped just one
Macron Says Resignation Rumor ‘Absurd’
I hope Emmanuel Macron knows what he’s doing. Really I do. On Wednesday, during a
Hallelujah!
“It goes like this, the fourth, the fifth The minor fall, the major lift”… Hallelujah!
China Can’t Shake Deflation Demon
Guess what? China still has a domestic demand problem. And the deflation demon’s not banished.
‘Lower Quality Economic Participants’
What to do when you aren’t sure whether the economy’s headed for a “soft landing”
Kolanovic Sees ‘Plethora’ Of Risks For Buoyant Stocks
If you were wondering, JPMorgan’s cross-asset strategy team is still cautious on equities. That probably
De Gaulleing Developments
“The French don’t see the cordon sanitaire.” That was the message on Tuesday from Éric
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