Kolanovic Sticks With It: Markets ‘Vulnerable To An Accident’
Marko Kolanovic’s sticking with it, where “it” means a cautious approach to frothy markets. In
Supreme Court Cowers, Bows To Trump
Donald Trump’s still allowed to run for president despite his actions in the aftermath of
Records, Records Everywhere
Tales of rekindled animal spirits are everywhere. Comparisons to the dot-com boom and 2021’s “everything
2024 Isn’t 2021. It’s 2000. But Don’t Panic
“This time is different.” So said Goldman’s David Kostin in his latest. Don’t laugh. Or
No Questions Asked
The regime in Beijing will do what’s necessary to foster high-quality growth and common prosperity
BofA Raises S&P Target. Inflows To US Equities Continue
You didn’t need to be a gifted tasseographer to read between the lines last week
Powell On The Hill
“The Fed has basically one tool on inflation,” Elizabeth Warren patiently explained, during a cameo
US Jobs Report, China Political Extravaganza Top Agenda In New Week
In addition to Jerome Powell’s congressional testimony, traders will be treated this week to a
Joe Biden Has A Netanyahu Problem
Joe Biden has a Benjamin Netanyahu problem. As most readers are doubtless aware, an aid
Sentimental Steepener
Shorter-maturity Treasurys staged a pretty meaningful rally into the weekend following a lackluster read on
A Few Quick Thoughts On Crypto As ‘Winter’ Thaws
Fed cuts (or, more accurately, the expectation thereof later this year) are “sparking animal spirits.”
Two Surveys Diverged In A Star-Spangled Wood
There was some hope that this week’s final US macro release would suggest America’s manufacturing
Eurozone Inflation Loiters As ECB Ponders Cut Timing
Inflation in the eurozone was a bit quicker than expected in February, data released on
Money Market Fund AUM Soars To Staggering $6.06 Trillion
US money market funds saw their second-largest inflow of 2024 in the week to February
The Vol Regime In Six Easy Bullet Points
Stocks are reluctant to hold a selloff. In fact, we’re back in a regime where
As 2024 Rally Rolls On, Traders Hear Echoes Of 2021
“Stay bullish.” That’s the message from a lot of people. From anyone you care to
About That Inflation Data…
The Fed’s preferred gauge of consumer price growth in the US matched estimates in hotly-anticipated
Results Pending
The rebound in existing US home sales during the first month of 2024 may prove
Making Do With Euphoria
With two months in the books, 2024’s been generous to equity bulls. Both big-cap US
Sinners And Saviors
“I’m not asking you to play savior here. Just $500 to pay the electric bill
Trump Completes GOP Conquest As Mitch McConnell Abdicates
Mitch McConnell’s a lot of things, but naive isn’t one of them. And naive right
‘Egregiously Expensive’ Stocks Shouldn’t Keep You Up At Night, Subramanian Says
The S&P 500’s “egregiously expensive.” That’s the bad news. The good news is, you shouldn’t
Spending Quicker, Inflation Warmer, US GDP Revisions Show
Inflation was a little warmer, spending a little quicker and overall growth a little slower
Marko And The Mortals, Revisited
If you’ve been bearish (or “cautious” or “defensive”) in the face of a rally that’s
‘An Incredibly Surprising Result’
I’ve been on (and on and on) about the extent to which windfall interest income
Trump Mythos Renders Biden’s Economic Reality Meaningless
Janet Yellen says Joe Biden saved the world. “Over the past year, global growth has
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