‘It’s Not Inevitable’
However things turned out during Friday’s US session, this week was destined for inscription in
However things turned out during Friday’s US session, this week was destined for inscription in
Global growth optimism fell to its lowest levels on record and sentiment is “dire.” That’s
“Where’s my bear market rally gone?” BofA’s Michael Hartnett wondered, somewhat sarcastically. The bank’s semi-famous
“There simply isn’t the conviction or willingness to take your underlying core exposure back up
“Humans need food, shelter, warmth and a wage,” BofA’s Michael Hartnett declared, in his latest
Foraging for winners in the smoldering wreckage of 2022’s charred cross-asset landscape conjures The Road,
The “summer rally bandwagon is growing.” That’s according to BofA’s Michael Hartnett who, in the
I dare say earnings reports from retailers will be among the most important macro events
If you were so inclined, you might argue that two of this year’s three shocks
I’ve talked quite a bit about valuations lately. Specifically: How far and how fast they’ve
The stock market “basically dropped by one US economy in six months,” BofA’s Michael Hartnett
The outlook for global growth has never been worse. That was one, among several, key
“Extremely bearish.” That’s how BofA’s Michael Hartnett described the May vintage of the bank’s Global
On August 11, 2021, a USA Today article featured the headline, “Millennials are quitting jobs
Risk sentiment was very poor to start another pivotal week. Trade data for April betrayed
“We’re nowhere near the bottom,” someone quoted by a mainstream financial media outlet said Friday,
Inflation is generally expected to peak at some point over the next several months. Or
Over the past several months, I’ve written voluminously about the ongoing de-rating in the most
Two weeks ago, one equities strategist asked if US downturn worries were “more fear than
A very bad month for US equities closed on a decidedly dour note Friday, when
Have you considered the possibility that the dollar is on the brink of a “super
Despondent investor psychology and ostensible evidence of “peak inflation” aren’t a bad setup for a
One constant in an ever-changing market narrative is the notion that equities are one of,
A trying week for markets and the international community ended with more bloodshed in Ukraine
If there’s one thing you can depend on in a world where everything’s amiss, it’s
Bill Dudley thinks a US recession is “inevitable.” Not everyone agrees. Asset prices, for example,
It’s a good thing the yield curve doesn’t matter. If it did, we’d be in
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