Bears And Sea Monsters
I’ve adopted a demonstrably bearish cadence over the past several days. But not on purpose.
I’ve adopted a demonstrably bearish cadence over the past several days. But not on purpose.
“Prices surging,” declared alarmist chyrons on Saturday morning news shows in the US. If it’s
The US economy added 531,000 jobs in October, the government said Friday. It was the
The preponderance of evidence suggests inflation is not transitory, the rub is that interest rates
Consumer sentiment deteriorated anew in October, the preliminary read on the University of Michigan’s gauge
Over the weekend, I trudged into the macro rough after a drive aimed at a
The smartest among us admit how little we know and, as a corollary, acknowledge that
I doubt there’s much in the way of reader appetite when it comes to laborious
Generally speaking, a market that’s forward-looking is conceptualized as a good thing. Forward-looking in this
Somebody will call it “Black Monday.” And I imagine the producers at CNBC availed themselves
You may not be buying the Fed’s “transitory” characterization of inflation, but nearly three quarters
Markets are currently transitioning from “hope” to “growth,” Goldman’s Peter Oppenheimer said, in a new
If you had any doubts as to whether the demonstrable economic progress the US has
US equities came into May looking to build on last month’s gains, propelled by a
“Expectations about home, gas, and rent price changes all reached new series highs,” the New
With earnings season on deck and market participants increasingly prone to digital shouting matches about
As I was briskly running through Jamie Dimon’s latest annual letter, it occurred to me
Everywhere you turn there’s a dazed soundbite these days. The overt nature of the fiscal-monetary
You had choices Thursday when it came to what deserved your attention. Remember: Barring significant
Point, counterpoint, I suppose. The reflation narrative is making a comeback after taking a brief
Global equities pressed higher, buoyed by earnings and the prospect (or is it just a
If you ask Goldman, stocks probably aren’t a “bubble” — or at least not at
Speaking to Congress on Tuesday, Jerome Powell said it’s “premature” to pull back on support
“We are sellers” into vaccine strength, BofA’s Michael Hartnett said, in the latest edition of
The US equity market is a lot like American society — inegalitarian and defined by
“Biggest and Best in the History of our Country, and not even close,” Donald Trump
Traders are staring down a data-heavy week ahead of Election Day in the US, as
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