Fade The Neon Swans?
There’s “neon swan” potential lurking in America’s debt ceiling crisis. Notwithstanding one former president’s unorthodox
There’s “neon swan” potential lurking in America’s debt ceiling crisis. Notwithstanding one former president’s unorthodox
Are you still awake? Is this thing on? It’s easy enough to fall asleep on
In “Quants And Mortals” I gave readers what I’d describe as the “generic” version of
US consumer prices rose in line with expectations last month, data out Wednesday showed. I
JPMorgan’s Marko Kolanovic sees evidence of “dissonance.” Markets steadfastly refuse to give up on the
On the macro front, this week is all about the juxtaposition between the Fed’s senior
It’s been “short vol manna from heaven” lately, Nomura’s Charlie McElligott said Tuesday. This is
For a day, maybe two, it looked like the stars might be aligning for a
Where’s the demand supposed to come from? From a stylized perspective, stocks are subject to
The systematic crowd has done all it can. The burden of sustaining the equity rally
You’ve heard it again and again: You only need downside protection if you have exposure
Over and over again last year, market participants of all shapes and sizes asked the
Why was last year’s historic 60/40 drawdown so shocking to so many investors, professional, amateur
As you might’ve noticed, some of the most recognizable names on the sell-side are adamant
If you’re wondering how much support equities have potentially received from the vol-sensitive mechanical bid
Market narration over the past month (and, really, over the past year) has revolved primarily
Jeff Gundlach thinks it’s likely the Fed will be compelled to abandon their “higher for
Another week of manic moves across rates and financials said more about sentiment, psychology and
Whatever happens from here — where in this case that means even if bank contagion
Crises have a tendency to shine a light on what, to laypeople anyway, are esoteric
It’s been a tough several days for… well, for pretty much everybody, really, except for
It still feels a bit like markets haven’t internalized (or are unwilling to come to
There are two lines of thinking when it comes to how the Fed should approach
Needless to say, newsflow around the collapse of SVB was unrelenting on Monday. Equally unrelenting
Bank stocks were under siege Monday, for obvious reasons. On the off chance you haven’t
Bonds and stocks could both be set for a squeeze in the event recent economic
Who wants to deal with it? If you’re not asking yourself that question vis-à-vis the
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