Two Weeks In One
One way or another, this’ll be a two-day week for a lot of US market
Goldman Unveils Five New Scenarios For US Equities
In a best-case scenario, US equities could rise another 16% through year-end. That’s according to
A Tale Of Two Markets
US equity funds took in another $6.3 billion on net over the latest weekly reporting
France Staggers Toward Political, Financial Crises
Bruno Le Maire’s concerned. During an interview with Franceinfo radio, Emmanuel Macron’s finance minister took
America’s New Sales Pitch
Americans tend to take US “exceptionalism” in all its various manifestations for granted. Rarely do
Bad Vibes Continue In America Despite Record Stock Prices
US consumer moods deteriorated a third month in early June, the preliminary read on America’s
Summer Vol Bleed?
It’s probably fair to say US soft landing odds increased materially over the past several
We Have Your Money. And We’re Giving It To Ukraine.
On Thursday, G7 leaders agreed to a plan that would use investment returns on frozen
Fed Hawks Frozen As Producer Prices Fall, Jobless Claims Leap
There was more favorable inflation news out of the US on Thursday. 24 hours after
Six Reasons To Doubt The Fed Dots
The market doesn’t believe the Fed’s new dot plot. At the June FOMC, the Committee
Fed ‘Way Behind The Easing Curve,’ Albert Edwards Says
It’s time for the Fed to cut rates. Past time, even. So said SocGen’s Albert
Save The Date
Jerome Powell was composed on Wednesday during what, at times, felt like a somnolent back
Fed Tips One 2024 Cut, Four 2025 Cuts, Higher Neutral Rate
The Fed kept rates on hold for a seventh meeting Wednesday and tipped just one
Macron Says Resignation Rumor ‘Absurd’
I hope Emmanuel Macron knows what he’s doing. Really I do. On Wednesday, during a
Hallelujah!
“It goes like this, the fourth, the fifth The minor fall, the major lift”… Hallelujah!
China Can’t Shake Deflation Demon
Guess what? China still has a domestic demand problem. And the deflation demon’s not banished.
‘Lower Quality Economic Participants’
What to do when you aren’t sure whether the economy’s headed for a “soft landing”
Kolanovic Sees ‘Plethora’ Of Risks For Buoyant Stocks
If you were wondering, JPMorgan’s cross-asset strategy team is still cautious on equities. That probably
De Gaulleing Developments
“The French don’t see the cordon sanitaire.” That was the message on Tuesday from Éric
Market’s Mexico Concerns Mount As Sheinbaum Pushes Judicial Reform
A week on from Morena’s landslide victory in Mexico’s largest-ever election, Claudia Sheinbaum’s still shaking
In France, A Mess
The domestic political situation in France remained extremely tenuous on Tuesday, when Emmanuel Macron’s inner
Split Decisions
I shouldn’t have to say this, but there’s nothing fundamentally bullish about stock splits. Wait.
The Stocks Will Be Fine, Americans Reckon
The stocks will be fine. If the whole world burns — I don’t know why
Mother Of All Tail Risks
“Demagogues and nationalists on the rise is bad for our nation, it’s bad for Europe
A Tale Of Two Economies
Morgan Stanley’s Mike Wilson told a familiar story on Monday. I won’t spend too much
Flows Worth Knowing
Bullish flows! Or something. I don’t know. You gotta have a hook. Otherwise it’s just
Inflation Jokes
Five and a half hours before the June FOMC decision (or maybe more, depending on
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