Macro Tourist: Post-COVID World Will Be Defined By Rolling Bubbles
[Editor’s note: The following excerpts are from a much longer piece by Kevin Muir, formerly
[Editor’s note: The following excerpts are from a much longer piece by Kevin Muir, formerly
The prospect of a Janet Yellen Treasury and the public spat between Steve Mnuchin and
“Yellen will be in close contact with the Powell Fed to ensure that nearly all
For the better part of two months, Nomura’s Charlie McElligott has been keen to press
Markets were pleased Tuesday as some of the lingering uncertainty around the US election lifted
Market participants headed into the holiday-shortened week weary of increasingly absurd political theatrics and wary
Never a dull moment. Markets were subjected to more unnecessary drama on Friday, as investors,
Steve Mnuchin came under what it’s fair to describe as intense scrutiny on Friday, after
Prepare for a possible “unclenching.” That’s one message from Nomura’s Charlie McElligott, who, in a
Pfizer and BioNTech will submit an emergency use authorization request for their jointly-developed COVID-19 vaccine
Donald Trump was in the news Tuesday for all the usual reasons — plus a
The broad, trade-weighted dollar will decline 6% over the next 12 months, Goldman says, in
The new week dawned with most of the developed world breathing a collective sigh of
US equities stormed higher for a fourth day Thursday, bringing gains on the week to
In some respects, the Fed is likely a bit disappointed with the outcome of the
It feels somehow trivial to mention (let alone analyze) next week’s “other” marquee events and
“It’s not that we have no tools. But the fiscal policy tools are much more
Minutes from the September FOMC meeting find Fed officials debating the relative merits of moving
It still feels a bit strange to speak about what could move markets in the
The US economy added 661,000 jobs in September, far less than the 875,000 the market
Personal incomes fell 2.7% in August, according to data that is by now so stale
870,000 Americans filed for unemployment benefits last week, more than the 840,000 the market was
“I think this will end up in the Supreme Court and I think it’s very
It felt like an aimless drift, but US stocks managed to rebound from Monday’s dramatics
You can now toss out whatever expectations you may have had for the news cycle
US equities struggled Friday as the Trump administration introduced fresh uncertainty into an already fraught
“Investors await catalysts”, read one chyron on a quad witching Friday, capturing the “limbo” character
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