Keeping Up With The Kardashians
Global equities were mixed and US stocks looked poised to build on gains as traders
Global equities were mixed and US stocks looked poised to build on gains as traders
Reasonably strong activity data out of China was enough to bolster global risk appetite on
Following Tuesday’s absurd run-up in shares of Zoom, it’s worth taking a moment to say
The Nasdaq touched another new record Tuesday, as a variety of dynamics (both fundamental and
The tech “crash up” went vertical Tuesday as shares of Zoom took off on a
The dollar slumped to a fresh two-year low and the vaunted “stay at home” trade
Pre-election “tough on China” jostling has predictably spilled over into the military realm. “Some US
A couple of weeks back, I mentioned that China would likely need to take steps
The Chinese economy continues to exhibit signs of stabilization, but activity data for July released
Tencent shares were hit again Monday, falling nearly 5% as the market continues to fret
Headed into the new week, the S&P 500 hadn’t seen a losing session since July
“We are shocked by the recent Executive Order, which was issued without any due process”,
Turkey is in trouble — again. At fairly regular intervals, the country finds itself teetering
The market remained focused on stimulus talks in Washington Wednesday, with some manner of deal
All did not feel “right” in the world Thursday, despite Jerome Powell’s assurances that the
“If you say by law ‘Don’t invest in China,’ or even possibly withholding the payment
Dollar weakness is becoming the consensus narrative, which probably means we’re about to witness some
“The speech was just a notch below calling for regime change — and at the
Underpinning the rally in risk assets from the panic lows seen during the worst days
A new, and potentially serious escalation on the geopolitical front put risk assets on the
A day after accusing Beijing of providing support to malicious hackers, the US has forcibly
“I don’t think anybody should leave any bank earnings call this quarter simply feeling like
The geopolitical news flow on Tuesday was inauspicious, and decidedly so. A day after the
“…and investors exclaimed ‘a bull market is coming!'”
Gold, tech, and Chinese stocks.
“We are looking at numerous different things”.
Great questions, all.Â
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