Nice Rally You Got There…
You could make a fairly long list of compelling reasons to distrust the rally in
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
The market knows. Traders are wise to the unenviable task confronting monetary policymakers, who, lacking
“We all get the joke,” Nomura’s Charlie McElligott wrote Tuesday. He was referring to the
However things turned out during Friday’s US session, this week was destined for inscription in
“Now, [it’s] clear that light at the end of the tunnel was actually an oncoming
“There simply isn’t the conviction or willingness to take your underlying core exposure back up
The writing is on the wall. And it’s scrawled in big, red letters. US corporate
Barring a reversal of fortune, 2022 will be remembered as the year the “slow-flation” macro
“I think it’s a good tale on some level for story books, but it’s not
Hedge funds may be hit with $20 billion in redemptions during the remainder of this
Although the bar for the Fed to slow the pace of rate hikes remains very
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