Pfizer Confirms Pill Prevents Hospitalization. Investors Move On From COVID
Hours after results from one of the first real-world studies of the Omicron variant’s capacity
Pfizer Stops 70% Of Hospitalizations In Real-World Omicron Study
One of the first major, real-world studies of the Omicron variant’s capacity to evade existing
‘There’s Only One Risk That Matters’
“Are you a buyer of dips?”, an anchor asked a guest, during a painfully generic
‘Event’ Risk
Most equity forecasts for 2022 are constructive. Even the “bearish” calls aren’t properly bearish. Morgan
Analysts, Investors Will Never Admit The Truth About Turkey
Recep Tayyip Erdogan was back above the fold across mainstream financial media outlets on Monday.
Are Fed Critics Overcorrecting For Recency Bias?
Nearly every media article about Fed policy and US inflation is a contradiction. Commentators and
The QE Addiction Metaphor Revisited
Debates about whether markets can “handle” a Fed tightening cycle and/or a reduction of the
Market Breadth Has Collapsed
While marveling at the disproportionate performance burden shouldered by a handful of index heavyweights, BofA’s
The Short Road To A Policy Error
Jerome Powell may have officially “retired” the word “transitory” as a description of elevated inflation
The Infallible Dip-Buyers
The latest swoon for US equities proved to be another opportunity. Once again, investors’ classical
No, ‘Americans’ Didn’t Get $34 Trillion Richer During Pandemic
Earlier this week, one widely-followed reporter at a mainstream financial media outlet took to Twitter
‘Our Strategy Is Our Strategy’
It’s time to sell the rips in tech. Hold that thought. “So, if you’ve never
Sentiment Survey Reveals Unprecedented Disparities
Consumers’ expectations for inflation were unchanged in early December, the preliminary read on the University
‘The Fed Should Hike Next Week’
The Fed “could” and “should” hike rates next week. That’s according to BofA’s Michael Hartnett,
Inflation Nation
US inflation accelerated sharply in November, hotly-anticipated data out Friday showed. Headline CPI rose 6.8%
Herd Behavior
“You can’t ignore the policy signals,” Eddie Cheung, an EM strategist at Credit Agricole, said
The Great Rotation Fascination
I’ve variously characterized 2021 as a year during which thematic swings and factor reversals became
What Marko Kolanovic Sees For 2022
“Our view is that 2022 will be the year of a full global recovery, an
US Jobless Claims Plummet To New Half-Century Low
Jobless claims dove again in the week to December 4, hitting a 52-year low for
D-Day Arrives For Evergrande
“There has been no announcement from the company or the trustee regarding the coupon payments
Mark It 5,200
On the heels of a massive three-day rally on Wall Street, analysts are raising their
‘Great Resignation’ Rolls On As Americans Quit By The Millions
The number of US job openings stood at 11 million on the last business day
How Broken Is The Vol Complex?
I’ve talked at length over the past year about imbalances in the vol complex and
Pfizer Says Omicron ‘Neutralized’ By Three Doses In Lab Test
With markets on tenterhooks for an update that passes for authoritative vis-à-vis the efficacy of
‘Omicron-Like’ Emerges. UK Set For ‘Plan B’ Protocol
Boris Johnson was poised to unveil a new round of COVID restrictions for England as
S&P 5,000 By June (Or By Friday)
The S&P has a date with 5,000 by… well, by the end of the week
‘Tangible Risks’ As ‘2018 Redux’ Worries Grow
“It’s possible we won’t see the same pressure on the Fed to back off if
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