Spontaneous Combustion
Consumers are “spontaneously” referencing higher prices at a rate never before witnessed, according to the
It’s Official: Erdogan Gets New Record Low For Lira
It’s official: Recep Tayyip Erdogan succeeded in vaporizing all of the lira’s gains logged under
Since 1992
Personal incomes fell less than expected in April, data out Friday showed. Incomes dropped 13.1%
Over-Egging The Pudding
Here we go again with the stories. On Thursday afternoon, US equities were purportedly nervous
It’s Too Late To Sell!
It’s too late to sell! I’m just kidding. Or maybe not. It depends on who
Joe Biden’s Bajillion-Dollar Budget: How To Think About It
For the next several days, the media (in general, not just financial portals) will be
What If Bitcoin Just Never Matters?
When Ray Dalio told CoinDesk’s Chief Content Officer that he (Dalio) owns “some Bitcoin,” the
Data Plays Along As US Economy Looks For Summer ‘Boom’
406,000 Americans filed for unemployment benefits last week, a fresh pandemic low and 38,000 fewer
What Is There To ‘Respect’?
The US and China are talking “candidly, pragmatically and constructively” about trade again. That’s according
Elizabeth Warren, Jamie Dimon And The Shtick Trap
I like Elizabeth Warren. And I think you should too, where “you” means the vast
Is The Retail Mania Over?
At various intervals over Q1, analysts and commentators suggested the pandemic-era “retail mania” evident in,
Albert Edwards: Market Is Blind To Deflationary Impulse From China
Last weekend, in “Dairy Aisle,” I talked a bit about the nexus between market expectations,
Commodities And Crypto (What Else?)
Fresh headlines Wednesday underscored the notion that governments are keen to rein in commodity prices
Tell Me A Story
With the exception of sessions when the catalyst is obvious, “explanations” for a given day’s
Nomura’s McElligott Saw ‘Potentially Important Inflection’ This Week
Early this week, vol markets witnessed “a potentially important inflection,” Nomura’s Charlie McElligott said, in
US Consumers Less Giddy As Stimulus Wanes
Consumer confidence posted a slight miss for May on the Conference Board’s gauge, perhaps underscoring
Oh, Housing, You’re Such A Conundrum
New home sales for April came in well below expectations, the Census Bureau said Tuesday.
‘Hope’ Floats, But What About ‘Growth’?
Markets are currently transitioning from “hope” to “growth,” Goldman’s Peter Oppenheimer said, in a new
Top Management
“My personal view is rates are likely to rise in the early part of next
A Story Far More Important Than Crypto
Tech shares led gains on Wall Street Monday, and it’ll be no coincidence if growth
A Mission From God
US equities were dutifully higher to kick off a week poised to offer some incremental
It’s Official: Ray Dalio Has ‘Some Bitcoin’
“I might be missing something so I’d love to be corrected,” Ray Dalio said in
This Simple Bid Is ‘Holding Things Together’
The force is strong with this one — the dip-buying force, that is. “Despite [the]
Sky Pirates
“Europe’s last dictator,” as Belarus’s Alexander Lukashenko is not-so-affectionately known, was front page news Monday.
‘Dark Forces’
Bitcoin was still making headlines as the weekend melted into Monday. There was no evidence
‘Duration Frustration’ Seen As Defining Market Feature
“Investors need to manage explicit or implicit duration risk from income-generating assets and strategies,” Goldman’s
You must be logged in to post a comment.