‘Too Early For The Bunker’: Looking Ahead To 2022
It’s too early to retreat into your backyard doomsday bunker. In general, but also vis-à-vis
It’s too early to retreat into your backyard doomsday bunker. In general, but also vis-à-vis
Friday’s US personal income and spending data showed headline and core PCE were largely in
The onset of the taper could begin as early as November. That was one takeaway
US job openings fell more than 650,000 from July to August, closely-watched data out Tuesday
The issues were the same in Washington on Thursday. There was incremental progress, but no
After plunging in August amid inflation fears and Delta wave concerns, consumer sentiment remained subdued
One of this month’s market obsessions is an apparent disconnect between economic momentum and positioning
The “transitory” debate will heat up in the new week. Not that it’s gone cold
The US economy added just 235,000 jobs in August, the government said Friday, far fewer
Nearly a month on from raising their price target on the S&P, JPMorgan and Marko
If you fail to adjust your lenses to account for the ongoing drift away from
The July 2021 edition of Jerome Powell’s post-FOMC press conference series produced no shortage of
[Editor’s note: Below find, as attributed, an open letter to the Fed by Harley Bassman.
Market participants inundated with data and ostensibly meaningful policy banter will get a bit of
“Where are all the job seekers?,” asked The Indeed Hiring Lab, in the color accompanying
In the week ahead, traders will be keen to parse May payrolls for clues as
“Does any innovation in the crypto ecosystem look promising to you?,” Goldman’s Allison Nathan asked
The global recovery is “red-hot,” Morgan Stanley declared, in the course of reminding market participants
“By the way, these presidents didn’t lead the changes as much as they were chosen
Who needs bonds when there’s stocks? In fact, who needs anything when there’s stocks? Humorous
I wish I could tell you that “expectations were running high” or that traders were
I am uncertain if humans understand the consequences of the complete application of blockchain technology.
Bullish comments from David Tepper (speaking through surrogates on CNBC) helped set the tone and
Over the past week (maybe two), Nomura’s Charlie McElligott has been keen to emphasize that
As the encouraging vaccine news piles up, one imagines the calls for a sustainable rotation
“If Democrats take control of the Senate after the January 5th Georgia runoff elections, our
You may not have noticed, but Q3 earnings season went remarkably well. In fact, it
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