Inflation, Recession And Rabbit Holes
For the first time since the emergence of the Omicron variant, money markets bet on
For the first time since the emergence of the Omicron variant, money markets bet on
It’s becoming more difficult to shake the feeling that something bad is about to happen
“The best consumer news is behind us,” BofA’s Michael Hartnett wrote, in the latest edition
It won’t surprise you to learn that SocGen’s Albert Edwards isn’t particularly optimistic about the
“I never thought I’d see a $3 trillion market cap,” one incredulous PM said this
For months, BofA’s Michael Hartnett warned that the first half of 2022 would likely be
Inflation in Europe was supposed to slow in December. It didn’t. Prices rose a record
This is a bit of a broken record, but I’d be remiss not to emphasize
2021 will be remembered for a number of things in the minds of market participants.
The pandemic era continues to be a market trivia lover’s delight. Seemingly every week we
Risk appetite was tepid Friday, as markets continued to assess the path forward after a
Expectations for higher short-term rates are the most elevated in three years, underscoring the perception
Most equity forecasts for 2022 are constructive. Even the “bearish” calls aren’t properly bearish. Morgan
While marveling at the disproportionate performance burden shouldered by a handful of index heavyweights, BofA’s
It’s time to sell the rips in tech. Hold that thought. “So, if you’ve never
The Fed “could” and “should” hike rates next week. That’s according to BofA’s Michael Hartnett,
Traders will attempt to find their way back from “dark places” in the new week.
A consensus is forming around the notion that the Fed is on the brink of
“As usual, since crypto traders deploy leverage, it results in cascading sell orders and liquidations,”
In the four-day “week” to November 23, global equity funds logged a small outflow. The
We’re now seven weeks into the fourth quarter and US equities have gained in six
“10-year US real rates are now -4.6%,” BofA’s Michael Hartnett wrote, in the latest installment
In a wonderfully ridiculous example of fitting a narrative to a given day’s price action,
To the extent they’ve succumbed to avarice, market participants could use “a little bit more
“Prices surging,” declared alarmist chyrons on Saturday morning news shows in the US. If it’s
Earnings from America’s tech behemoths were widely described as “mixed” for the third quarter. The
“Stocks could soar to new heights in the week ahead,” someone at CNBC reckoned, as
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