Turning The Titanic
All it took was a surprisingly “hawkish” (scare quotes because it’s all very relative) shift
All it took was a surprisingly “hawkish” (scare quotes because it’s all very relative) shift
You may not be buying the Fed’s “transitory” characterization of inflation, but nearly three quarters
The inflation trade is in jeopardy from… inflation. That’s one takeaway from the latest installment
Is enthusiasm for one of most spectacular equity rallies in recorded history waning, or is
If you had to choose one quote from Friday’s session that encapsulates the interplay between
US equities managed a weekly (and monthly) gain as Americans looked forward to a long
I’ve said it so many times over the past few days the joke is probably
Is the inflation scare over? That might seem like an odd question to ask given
Inflows to global equities continued apace over the last week, despite considerable “chop” across stocks
At this point, it almost feels gratuitous to deliver more play-by-play commentary on the recent
Investors are “unambiguously bullish,” reads the first line of the color accompanying the May vintage
All’s well that ends well. For those fortunate enough to own equities, that is. If,
If you were wondering whether inflation worries and the stunning miss on US nonfarm payrolls
Although Friday’s jobs miss may help growth stocks stabilize in the near-term, recent weakness in
America’s largest corporations are beating analysts’ profit estimates at a rate not seen in at
The “trade of 2021” has been long copper (+27.9%) and short the 30-year Treasury (-13.8%),
If the flow of central bank purchases matters more than the stock, asset prices may
“It’s almost as if it just can’t get any better than this,” one strategist told
Global equities touched record highs Friday and looked poised to notch the best streak of
A few weeks back, as an eventful first quarter melted into what’s expected to be
Last month, for the first time since the onset of the pandemic, fund managers polled
Equity funds gathered another $15.6 billion in the week through April 7, adding to an
If you ask BofA’s Michael Hartnett, the S&P is “more likely” to drop to 3,400
It probably wasn’t a “forecast.” On Friday, a couple of media outlets jumped at the
The Fed faces a “Catch-22,” BofA’s Michael Hartnett said, in the latest edition of the
There are “massive days ahead,” Nomura’s Charlie McElligott said Tuesday, as the March FOMC loomed
“Investor sentiment is unambiguously bullish,” BofA’s Michael Hartnett wrote, in the color accompanying the March
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