After Attack On Ukraine Energy Infrastructure, Russia Issues Thinly Veiled Threat
Russia’s “in a state of war,” according to Vladimir Putin’s long-time spokesman. No sh-t, you
Cash For Stocks!
One of the pressing questions headed into 2024 was this: What’ll become of the $6
Leave The Stocks, Take The Gold
On the heels of a blockbuster inflow the prior week, US equity-focused ETFs and mutual
The ‘DNA’ Of The ‘New Everything Bull’
Global equities were on track for their best week of 2024 and it was no
Money Market Funds Bleed $62 Billion
Money market funds hemorrhaged cash in the week to March 20, according to the latest
SocGen’s Kabra Dethrones Subramanian As Wall Street’s Biggest Bull
Move over, Savita. For nearly a month, BofA’s 5,400 year-end target for the S&P counted
Albert Edwards Says Yield-Curve Control Inevitable For Western Central Banks
Yield-curve control may be over in Japan, but it’s coming soon to a central bank
Is America’s Housing Market Starting To Thaw?
Don’t look now, but existing US home sales surged last month, according to data released
US Economy Boasts Another Strong Quarter While France, Germany Struggle
Survey data released on Thursday suggested private sector economic activity in the US held steady
Global Dovish Pivot Takes Shape As SNB Cuts, BOE Hawks Give Up
The SNB’s not waiting around. Switzerland became the first G10 country to cut rates in
A Word On Jay Powell’s ‘Failure’ To Arrest The Stock Rally
Following his press conference on Wednesday afternoon, Jerome Powell caught some criticism from the peanut
Bumpy Road
The Fed will almost surely cut rates “at some point this year,” Jerome Powell told
Convoluted Fed SEP Tips Three 2024 Cuts, Higher Core Inflation, Higher Neutral
The Fed kept rates on hold Wednesday. Obviously. I say “obviously,” but it’s worth recalling
Dodging Recessions, Ducking Molotovs
Whatever the Fed suggests about the macro outlook at the March FOMC meeting, the US
UK Inflation At 2 1/2 Year Low Sets Up Summer Rate Cut
Rejoice: Inflation in the UK came in below estimates in key data released on Wednesday.
Can Vol Stage A Comeback?
They’re hedging downside again. A little bit anyway. For months, the options space was defined
Enjoying US Economic Exceptionalism? Thank Immigration
This scarcely needs reiterating, but just in case: It’s tragically ironic that America, a nation
Why The Fed’s Dot Plot Update May Be A Red Herring
Is the obsession over the Fed’s dot plot refresh this week overdone? Yes. Surely. Because
Kolanovic Warns On ‘Straight Line’ Risk Rally
If you’re curious, JPMorgan’s Marko Kolanovic still harbors reservations about the risk-asset rally. “Global equities
US Home Construction Rebounds Amid Builder Mood Inflection
Tuesday brought good news on the housing supply front in the US, where a structural
Risk Appetite Highest Since ‘Everything Bubble,’ Key Poll Shows
One of 2024’s defining characteristics so far is a discernible similarity between the market environment
History Made As Japan Hikes Rates, Drops YCC, Ends ETF-Buying
Remember this day. March 19, 2024, will be enshrined in the annals of monetary policy
In Rates, An Eerie Calm?
In the context of this week’s event risk, it’s worth taking a moment to highlight
Trump Has A Fed Chair Shortlist
Satire died an agonizing death during the Trump presidency. At least it was quick. Caricature
Why One Bank No Longer Favors US Stocks Over European Shares
JPMorgan’s “neutralizing” US equities. I’ve never seen the action verb form of “neutral” used quite
Stock Bear Has Bonds On His Mind
Mike Wilson’s an equities guy, but he has bonds on his mind this week. As
US Builder Confidence Breaches Key Threshold In Still Distorted Market
For the first time since a brutal three-month Treasury selloff drove mortgage rates near 8%,
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