Inversions And Reversions
It’s a good thing the yield curve doesn’t matter. If it did, we’d be in
It’s a good thing the yield curve doesn’t matter. If it did, we’d be in
Earlier this week, shares of Toll Brothers fell sharply amid a broad decline in homebuilders
A slate of top-tier US data greets market participants in the new week, as equities
Only twice during the past 50 years have US consumers been more concerned about reduced
For the first time since the depths of the original pandemic selloff, a widely-cited indicator
On a day when US market participants were apparently feeling decidedly less enthusiastic about the
In this century’s iteration of the “Roarin’ 20s,” the word “Roarin” has a decidedly negative
It’s not all bad news, believe it or not. Well, it really is. But we
Equities saw their largest inflow in five weeks, but the nascent bounce in global shares
It won’t surprise you to learn that the conflict in eastern Europe was viewed as
If you think calling the top is hard, try calling the bottom. “I’ve had people
Equities fell sharply and bonds surged in the US as markets looked on in disbelief
Traders braced for volatility coming out of a historic weekend during which the West severed
Back on January 14, in “Something Wicked This Way Comes,” I wrote that “it’s becoming
“Recessionary.” That’s the word BofA’s Michael Hartnett used to describe a somewhat inauspicious juxtaposition in
“We remain bearish,” BofA’s Michael Hartnett said, in the second bullet point atop the February
US producer prices rose far more than expected in January, closely-watched data out Tuesday showed.
Investors pulled billions from money market funds in the four weeks through mid-February, a period
Admittedly, lampooning “transitory” or otherwise reiterating just how wrong policymakers turned out to be on
If you ask one bank, the Fed will hike seven times in 2022. So, at
We’re living in historic times. People tend to say things like that when something’s just
Is credit the canary? Honestly, I don’t know anymore. Up is down and down is
Notwithstanding wild post-earnings crashes for a trio of large-cap growth favorites culminating in Facebook’s historic,
Christine Lagarde’s job just got a little harder. A day before the conclusion of the
No one is talking about the inevitable dovish pivot. Or almost no one, anyway. In
The stock market isn’t the economy. We say that all the time. It’s almost a
Last week, in “Something Wicked This Way Comes,” I said it’s “becoming more difficult to
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