Rolling The Dice On A Falling Knife
Who’s inclined to catch a falling knife? Not me, I’ll confess. Or at least not
Who’s inclined to catch a falling knife? Not me, I’ll confess. Or at least not
Weary investors can look forward to a short break from escalatory Fed rhetoric. Officials are
When you think high drama, you don’t generally think data-less Friday in April. But these
If bonds manage to rally, it won’t be a moment too soon. Netflix’s unfortunate quarter
I’ve said this before, and it turned out to be wrong, so I hesitate to
US equities are in the process of “moving on,” and in this context, that’s not
A trying week for markets and the international community ended with more bloodshed in Ukraine
“Many” Fed officials believed “one or more” 50bps rate hikes may be warranted at future
Rates are trading “like death,” one popular strategist wrote, in a Wednesday note. Other analysts
I hope you enjoyed the bear market rally. Because it’s over now. Or at least
Although the S&P just logged its first losing quarter since the onset of the pandemic,
Late last week, Goldman noted that retail investor activity was picking back up, with animal
Nearly three months into 2022, US equities are largely indecipherable. There’s nothing unusual about market
Earlier this month, frustrated with a lack of capitulation in US equities, I asked when
Traders and investors will hear from a long list of Fed speakers in the new
US equities closed out a barn burner week with more gains. Media outlets variously attributed
It’s not all bad news, believe it or not. Well, it really is. But we
It’s broken. After a decade (or more, depending on what manifestation of the same general
I assume this is obvious by now, but just in case: You can’t divine much,
Another volatile day on Wall Street found dazed investors reeling anew, as US equities oscillated
By now, it feels like a US recession is inevitable. The headwinds are gale-force, and
US equities have refused to break down entirely despite macro events continuing to conspire against
Another day on the roller coaster found US equities logging eye-watering gains amid oil’s worst
It’s all about oil right now. I suppose that’s obvious, but for what it’s worth,
US investors were subjected to another ludicrous session Tuesday as markets remained hostage to Ukraine
Tuesday was about “broken markets” and “big headlines.” That’s how Nomura’s Charlie McElligott described another
We’re going to need a de-escalation. That’s a kind of general statement regarding the now
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