Wen Stock Record?
Does the equity rebound have legs? It’s probably time we stop asking that in favor
Does the equity rebound have legs? It’s probably time we stop asking that in favor
If you’re looking for a reason to worry (and who isn’t, right?) you might consider
This is a pretty tough spot to be in if your job is to make
August can be an unruly beast for markets. The seasonal is daunting and liquidity is
In a sea of Fata Morganas, at least one trade was better than chasing ghosts.
Fade it at 4,200. That’s still the mantra for some strategists convinced the nascent rebound
For weeks, 4,200 on the S&P was bandied about by some top-down strategists as a
If you ask Mary Daly, a slowdown in the US labor market is “completely worth
Fed officials put market participants on notice this week: There was no “dovish pivot” from
“The Fed is in an incredibly uncomfortable position,” Nomura’s Charlie McElligott said Tuesday, amid a
You could make a fairly long list of compelling reasons to distrust the rally in
A week ago, I (somewhat begrudgingly) expressed guarded optimism about earnings season in the US.
The nascent recovery in beleaguered stocks is rational, but if you ask one popular sell-side
Amazon and Apple closed the book on mega-cap tech earnings Thursday, as US equities looked
The Fed is subject to a lot of bad jokes in 2022. Some are literal
The “profit reckoning” thesis is in jeopardy. Although a tsunami of key reports, including results
Capitulation in equities is “only partial.” That was the message from Barclays at a critical
Given a demonstrable deceleration in various measures of economic activity over the past month, it’s
In the anxious aftermath of the June CPI report, among the worst in modern US
The “big low” isn’t in. That’s the overarching (and all too familiar) message from one
Although it wasn’t obvious to anyone for whom equity benchmarks are all that matters, Friday
Charlie McElligott’s spidey sense is tingling. US equities and volatility rose simultaneously for two consecutive
We’re an excitable species. Especially when it comes to money, a god of our own
“Active managers have generally moved to the sidelines [leaving] inelastic model-based players and passives chasing
Summer days tend to run together, but there’s enough in the way of idiosyncratic news
The US is “perilously close to a recession,” JPMorgan’s Michael Feroli said Friday. The bank
The good news is, it’s difficult to imagine the back half of 2022 being worse
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