Christmas Bubbles
Caution crept into global markets Thursday, as investors appear suddenly reticent after a month of
Caution crept into global markets Thursday, as investors appear suddenly reticent after a month of
Surprise! The European economy looks poised to log another contraction, fresh off Q3’s rebound from
When Goldman asked domestic and international portfolio managers, hedge funds, sovereign wealth funds, and corporate
Michigan’s Republican leadership said most of the right things on Friday evening, after emerging from
It won’t be for lack of trying. That’s how history will describe Donald Trump’s efforts
I hoped it wouldn’t come to this, but I can’t say I’m surprised. On Friday,
The latest wave of vaccine optimism receded a bit on Tuesday as the reality of
Over the weekend, Ron Klain, incoming White House chief of staff, underscored a crucial point
On Saturday morning, I offered a take on America’s economic future that was simultaneously optimistic
All anyone cared about on Monday was Pfizer’s stunning vaccine news. Invariably, you’ll hear a
The new week dawned with most of the developed world breathing a collective sigh of
Donald Trump’s path to reelection narrowed further on Friday as vote counting continued in key
By half-past midnight on the east coast, the results of the most consequential election in
Just days after France, Italy, and Germany implemented strict new containment protocols amid an aggressive
The euro-area economy expanded at a record pace in Q3, as the same “turn the
While explaining France’s new coronavirus lockdowns, Emmanuel Macron was unequivocal in dispelling the notion that there
Daily coronavirus cases in Germany topped 20,000 for the first time since the onset of
The mood turned dour indeed on Wednesday, as hand-wringing tied to new virus lockdowns in
Markets are plagued (figuratively and literally) with ominous headlines around a second COVID wave. France
Are the “fundamentals” sound? The answer on Tuesday was: “It’s complicated.” Durable goods orders beat,
Lockdown worries continued to plague market psychology Tuesday, or at least as it relates to
I always hesitate before putting digital pen to digital page if the subject is Bitcoin.
The Turkish lira came into the week besieged. And by that, I mean it’s riding
About that European recovery. It’s in serious doubt. And there’s no mystery around why. As
The US and Europe have now seemingly lost control of the virus — again. Although
It’ll be “tough” for equities to keep hitting new highs now that volatility, spreads, and
Markets were optimistic Friday as investors awaited news on fiscal stimulus in the US and
You must be logged in to post a comment.