A ‘Mystery’ Solved And The Fear Of Materially Underperforming
Whenever I say something like this, I usually end up regretting it because making definitive
Whenever I say something like this, I usually end up regretting it because making definitive
Let the celebration continue. Days after a cooler-than-expected US CPI report triggered a spectacular rally
“One month of data does not a victory make,” Mary Daly said Thursday, speaking during
I’ve said it before, and I’ll say it again: I don’t envy anyone tasked with
The Fed “executed the rare ‘dovish statement, but 10/10 hawkish presser’ surprise,” Nomura’s Charlie McElligott
You have to think three steps ahead these days. At least. By now, the Fed’s
Jerome Powell needs to balance three considerations at the November FOMC meeting. Most obviously, there’s
“It’s certainly bold from a timing perspective,” Nomura’s Charlie McElligott said. He was referring to
You should be able to tell this story yourself. It’s a familiar tale. Friday’s raucous
Amazon and Apple closed the book on mega-cap US tech earnings Thursday with results that
Janet Yellen is “very focused” on Treasury market functioning. That’s according to remarks delivered on
The buyside is woefully underexposed and “terrified” of missing out on any extension of the
Morgan Stanley’s Mike Wilson is bullish. Tactically, but any sort of bullishness from Wilson is
Warnings about impending economic doom (or at least gloom) filled a headline void Wednesday. Jeff
Last week, following one of the most dramatic intraday reversals for US equities in history,
Headed into Q3 reporting season in the US, the narrative among many top-down strategists sounded
Update: Trussonomics is dead. Jeremy Hunt on Monday effectively scrapped every key element of Liz
A wild week for markets closed on a decidedly dour note, as US equities fell
Plainly, something was “amiss” in equities on Thursday, although I’m not sure “amiss” is the
Earlier this month, BofA’s global equity derivatives team warned of a “test and fail” of
More than a few observers suggested Andrew Bailey was either oblivious or crazy on Tuesday
“Signs of sickness are growing in markets,” Nomura’s Charlie McElligott said Tuesday. It was a
A glaring policy disparity is emerging in the UK, and I don’t just mean between
As you might imagine, the September jobs report was widely viewed as confirmatory for another
Cash isn’t trash anymore. Maybe you noticed. Ray Dalio did. “As John Maynard Keynes is
On Tuesday evening, while recapping the largest two-day gain for US shares since the tumultuous
A year ago last month, the Norges Bank became the first central bank to raise
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