Nomura’s McElligott On Vaccine News: ‘The Reflation, Reopening, Relief’ Trade Will Be ‘Insane’
News that Pfizer’s COVID-19 vaccine has an efficacy rate above 90% rippled across asset classes
‘A Great Day For Humanity’: Pfizer Delivers. COVID Vaccine Prevents 90% Of Infections
There is a light at the end of the tunnel. On Monday morning in the
Xanax For An Anxious World
The new week dawned with most of the developed world breathing a collective sigh of
Out Of The Frying Pan, Into The Fire? Senate Toss Up May Herald Return Of Uncertainty
If you’re looking for something to worry about coming off one of the best weeks
Georgia, Not Donald Trump, Is What Matters For Republicans Now
“Now we take Georgia, and then we change America,” Chuck Schumer told a crowd gathered
Goldman’s Clients Have Georgia On Their Mind (A Rose By Any Other Name)
“In the weeks ahead, tens of millions of dollars in campaign cash are expected to
Warren Buffett Gets $9 Billion Worth Of More High On His Own Supply
Warren Buffett’s faith in himself didn’t wane in the third quarter. After repurchasing more than
Trump’s Reign Is Over. Now Comes The National Soul-Searching
On Saturday morning, just before noon on the east coast, NBC, CNN, and AP called
Hail Mary (Until The Whistle Blows)
“We’re going to win this race,” Joe Biden said late Friday, in Delaware. Although the
Erdogan Fires Another Central Bank Chief As Lira Falls For Eleventh Straight Week
Turkey careened into one of its regularly scheduled currency crises last month, when a laundry
Kolanovic Says Election Is ‘Best Of Both Worlds’ For Stocks. Offers Advice To Pollsters
The result of the US election is “likely the best of both worlds for stocks,”
Kevin Muir, Nomura’s McElligott On Why The Reflation Trade Might Not Be Dead Just Yet
The immediate post-election trade was defined by a “blue fade“: Renewed enthusiasm for tech, no
A Quick Look Under The Hood Of The October Jobs Report
A better-than-expected October jobs report was immediately met with warnings that the surge in COVID-19
October Jobs Report Easily Tops Estimates. Unemployment Rate Dives
The US economy added 638,000 jobs in October, the BLS said Friday. It was an
When The Count Is Finished
Donald Trump’s path to reelection narrowed further on Friday as vote counting continued in key
No Surrender
US equities stormed higher for a fourth day Thursday, bringing gains on the week to
Jerome Powell Got Everything Right – Until Someone Asked About Monetary-Fiscal Nexus
Jerome Powell breezed through an uneventful press conference Thursday, sticking largely to familiar talking points
‘This Only Means One Thing’: Albert Edwards On The US Election
Predictably, Donald Trump sued everyone in sight this week, even before Joe Biden reached the
Fed Delivers Boilerplate Statement, Reiterates Promises Amid Election Uncertainty
In some respects, the Fed is likely a bit disappointed with the outcome of the
Loud Noises, Red Headlines, And Dangerous Drivers
If anything was clear after Wednesday (a questionable prospect, to be sure) it was that
Jobless Claims Stuck At Pre-Pandemic Record With No Deus Ex Machina Coming
751,000 Americans filed for unemployment benefits last week, slightly more than expected and unchanged from
‘Extraordinary’ Circumstances In UK Can Only Mean One Thing: More QE!
More liquidity. More accommodation. The BOE on Thursday upsized its QE program. That was expected.
The Good Kind Of ‘Weird,’ The Bad Kind Of Message
Global equities surged Thursday, as markets were seemingly thrilled at the prospect of an imminent
The Day The Earth Stood Still
Donald Trump appeared poised to put up a legal fight in the event some combination
Nomura’s McElligott: For Markets, The Presidential Election Is Now Effectively A ‘Red Herring’
If you had duration, flatteners, and long growth/short value on as election hedges against what,
In More ‘Canary’ News, US Services Sector Appears To Decelerate
US services sector activity decelerated in October, ISM said Wednesday. The headline print, 56.6, is
The ‘Blue Fade’ Trade
Wednesday was all about fading the “blue sweep” narrative, as overnight price action spilled over
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