No, ‘Seriously’
Donald Trump was in the news Tuesday for all the usual reasons — plus a
Donald Trump was in the news Tuesday for all the usual reasons — plus a
As expected, Monday’s encouraging vaccine news from Moderna prompted outperformance from value, small-caps, and other
The new week dawned with most of the developed world breathing a collective sigh of
The US economy added 638,000 jobs in October, the BLS said Friday. It was an
Stephanie Kelton needs no introduction. The face of Modern Monetary Theory in a world suddenly
Markets were optimistic Friday as investors awaited news on fiscal stimulus in the US and
Global risk sentiment deteriorated markedly on Thursday as virus fears, waning odds of a pre-election
Steve Mnuchin did something exceedingly rare for a top Trump administration official on Wednesday —
“Long US Tech” was identified as the most crowded trade in the world for the
For what it’s worth — which at this juncture probably isn’t much — the IMF
Investors come into the new week with scarcely more clarity on another round of US
At this point, you’d forgive Jerome Powell (and most of his colleagues) for being frustrated
Global markets were muted Tuesday following Donald Trump’s return to the White House from Walter
Everything became an afterthought Friday. Even if Donald Trump’s COVID diagnosis proves to be a
The good news is, the US government isn’t going to formally shutdown. As expected, Donald
When it comes to US equities and a prospective Joe Biden administration, the debate has
Markets shifted into a kind of nervous neutral Tuesday as risk appetite waned following Monday’s
“Everything Americans value is at stake”, Chuck Schumer reportedly warned, during a Democratic Caucus call
Reasonably strong activity data out of China was enough to bolster global risk appetite on
Was that it? Market participants will be asking themselves some version of that simple question
Global markets were generally mixed Thursday as traders pondered a calendar littered with event risk,
In what certainly felt like a combination of capitulation and forced buying, US equities accelerated
Predictably, market participants (both carbon-based and otherwise), chased headlines around a phone call between Bob
The July FOMC minutes had an outsized impact on risk sentiment Thursday, as global equities
Foreign holdings of US Treasurys rose a second month in June, TIC data out Monday
Unlike BP and Shell, Saudi Aramco isn’t cutting its dividend despite one of the most
“We are going a different way!”, Donald Trump declared, after more than a week of
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