‘Collapsing’ Fundamentals And Fingers Crossed For The Future
It probably won’t surprise you to learn that the S&P 500’s entire gain in 2020
It probably won’t surprise you to learn that the S&P 500’s entire gain in 2020
Headlines for stories documenting the first presidential debate read like lamentations for a country that’s
If Donald Trump was trying to raise (more) eyebrows by refusing to commit, explicitly, to
As regular readers are aware, I’m generally loath to devote too much energy to lampooning
Reasonably strong activity data out of China was enough to bolster global risk appetite on
It’s with varying degrees of success that I’ve endeavored to explain to casual readers what,
Predictably, market participants (both carbon-based and otherwise), chased headlines around a phone call between Bob
“We intend for this package of tariff reductions to mark just the beginning of a
“The big surprise under a Democratic sweep would be a rally”, BofA’s Savita Subramanian wrote
Maybe Jeff Gundlach was right.
One should be wary of the tendency to suggest that the pandemic is a separate issue from the broader Sino-US conflict.
“…trade policy should be less disruptive and the volume of nonsense tweets will be substantially reduced”.
Up in smoke.
Market participants are exhausted with COVID-19.
“They sent hundreds of thousands of people to this country to spread that virus”.
“He stressed the importance of farmers”.
A tale of “growth expectations jumping, cash levels collapsing, and risk appetites surging”…
UK faces worst annual contraction in 300 years.
“It’s the same lobster”.
“A red flag to a bull, even if it is bullish for assets”.
Human rights take center stage in worsening spat.
“…a critical flaw of the deal emerges”.
“Facts on the ground”.
“The market is taking this news negatively”.
“While the epidemic and markets largely followed our forecasts, politics emerged as a new and significant risk”.
There is “no sign of the trade slump bottoming out”.
You must be logged in to post a comment.