Somebody Has To Be Wrong
“We’re at 3,800 on the S&P 500 for year-end,” BofA’s Jill Carey Hall told Bloomberg
“We’re at 3,800 on the S&P 500 for year-end,” BofA’s Jill Carey Hall told Bloomberg
It was inevitable. For quite a while, Goldman held onto their year-end S&P target of
You knew it was coming. It was always just a matter of time. That’s what
The June Fed “isn’t a game changer.” That, in a nutshell, is how JPMorgan sees
Somehow, I feel it’s necessary to reiterate the general thrust of “Too Far Gone,” an
The Trump administration had Larry Kudlow and Steve Mnuchin. Joe Biden has Janet Yellen. All
If you see a dip, buy it. That’s one takeaway from JPMorgan’s Mislav Matejka, who
US equities were worried about a burgeoning humanitarian crisis in India on Monday and Tuesday.
The recent move lower in implied vol is “an opportunity to add short-dated hedges,” according
Amid counterintuitive outperformance from perennial, “slow-flation” winners-turned reflation trade laggards, enquiring minds want to know:
Whenever it feels like a melt-up might be afoot, market participants (and the media) go
US equities stormed higher into the weekend, as another late afternoon surge propelled shares to
If there’s “extra” equity supply out there due to any rebalancing away from stocks and
Equities looked to close out the week on a high note, as traders and investors
Some of the Fed’s critical systems went down on Wednesday. But not the ones that
Late last month, JPMorgan’s Marko Kolanovic warned on a possible tail risk associated with what
Last week, as market participants pondered the potential knock-on effects from the engineered short squeeze
While there’s a calm, rational case to be made for ignoring the raging “bubble” cacophony
Name something more potentially dangerous than “a large, fundamentals-agnostic, owner of equities.” Go ahead, I’ll
Let’s talk bullish catalysts. Or, if you like, we can call them “factors with the
I love reading copy sometimes. Whenever the world is going to hell in a handbasket,
News that Pfizer’s COVID-19 vaccine has an efficacy rate above 90% rippled across asset classes
“In the weeks ahead, tens of millions of dollars in campaign cash are expected to
Editor’s note: The following piece first ran here on Sunday. We’re keeping it featured prominently
The good news is, we’ve cleared two of three key near-term challenges for equities, JPMorgan’s
US equities careened sharply lower on Monday, as a veritable laundry list of worries conspired
“The horror”, Bloomberg’s Eric Balchunas joked, on Tuesday evening, after a third straight day of
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