Trump, Savior Of ‘Forgotten Americans,’ Handed Wall Street $32.4 Billion in 2018, 2019
“Will you say, ‘Thank you, Mr. President,’ at least, huh?â€Â
“Will you say, ‘Thank you, Mr. President,’ at least, huh?â€Â
Everybody panic.
There can be no resolution.
This is real. This is really happening.
Bruno Le Maire’s concerned. During an interview with Franceinfo radio, Emmanuel Macron’s finance minister took
Amazon reported Q1 sales that narrowly topped estimates and guided below consensus for current-quarter growth
Who’ll be the biggest buyer of US equities in 2024? If you said “Well corporations,
One of the pressing questions headed into 2024 was this: What’ll become of the $6
Another week, another sizable inflow to money market funds. And another new AUM record. Money
You didn’t need to be a gifted tasseographer to read between the lines last week
The Fed could’ve done without a flare-up in the heretofore dormant regional banking crisis ahead
Chinese equities staged a rousing rally on Thursday attributed rather generically to “bottom-fishing.” As the
What a difference five weeks makes. The one-two-three punch of a conciliatory nod to the
Every quarter, once the verdict is in on earnings season, Goldman publishes an “S&P 500
“Duration simply has no friends until the US data rolls over,” Nomura’s Charlie McElligott said
The Lord giveth and the Lord taketh away. It was just a week ago when
I’ve been on at considerable length about the lack of an “all-in” capitulation moment for
Last week, SocGen’s Albert Edwards marveled at the ostensibly bizarre juxtaposition between falling debt costs
“Risk assets en fuego as Goldilocks schools us bears,” wrote BofA’s Michael Hartnett, in the
“Cash is seemingly burning a hole in the pocket of investors again,” Nomura’s Charlie McElligott
Sympathetic as I (pretty plainly) am to the bear case for an equity market trading
I doubt most readers need another point/counterpoint exercise around what Deutsche Bank described this week
It’s time for your weekly liquidity warning. Late last month, I walked back through a
Americans are still sitting on half a trillion in excess savings, a stash that could
On Friday, Michael Barr released the Fed’s internal review of its supervision and regulation of
When will the US default? Never. Or at least not in the way that everyone
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