Were You Invited To The ‘YOLO Feast’?
If someone invited you to a “YOLO feast” and you weren’t familiar with pop culture
If someone invited you to a “YOLO feast” and you weren’t familiar with pop culture
It’s no secret that the “broad” market isn’t very broad. History is replete with examples
Even if central banks stumble into a policy mistake and it all comes crashing down
Anyone searching for evidence of a rebound in consumer sentiment in late October was disappointed
I doubt Turkey’s Recep Tayyip Erdogan was aware of this when he compelled central bank
Global equities enjoyed the largest inflow in five weeks as US stocks trekked towards new
If you’re the type who thinks it’s a contrarian indicator when seemingly everyone coalesces around
If you needed yet another piece of incremental evidence to support any iteration of the
Economists and policymakers have the luxury of spending their days debating the meaning of the
Investors are the least bullish in a year. That was the headline takeaway from the
The bear flattening impulse seen across global bonds to start the week felt ominous. If
For now, the market is “cool with” policymakers being behind the curve on inflation. That
There’s considerable debate around whether developed countries are headed for a high inflation regime. The
The US economy added just 194,000 jobs in September, the government said Friday. It was
“We have an energy crisis, supply chain issues, higher inflation, signs of weaker growth and
You’ve probably heard it before, and you’ll doubtlessly hear it again: It’s the rapidity of
Earlier this year, when the retail “meme” mania was in full swing, I suggested the
It finally happened. After an uninterrupted streak of weekly inflows that saw more than $776
Earlier this month, while raising their year-end target for the S&P, BofA suggested US equities
Somebody bought the dip. Global equity funds took in more than $51 billion over the
The disconnect between investors’ positioning in stocks and their outlook for the economy is growing.
US consumer prices rose less than expected in August, bolstering the Fed’s “transitory” narrative and
It’s that time of the week. Friday is the day when we take a moment
I was tempted to say something generic about not wanting to “beat a dead horse,”
“Typical of an advanced carry trade.” That’s how Nordea Investment’s Sebastien Galy described the “bad
In “What Markets Are Betting On,” I talked a bit about investors’ outlook for the
It’s been 16 months since Stan Druckenmiller declared equities, broadly construed, uninvestable. To be fair,
You must be logged in to post a comment.