OECD: Vaccinate The World. It’s A Lot Cheaper
The OECD had a simple suggestion for advanced economies on Wednesday: Vaccinate the world. It’s
A Simple Recipe For Volatility
“Omicron + taper = volatility,” read the title of one note on Wednesday. Weary and
Powell Gives Traders More Whiplash Amid Impossible Dilemma
Stocks careened lower again on Tuesday, as Jerome Powell’s remarks to Congress rattled investor sentiment
Consumer Confidence Drops On Inflation, COVID
Consumer confidence deteriorated in November, data out Tuesday showed. It’s hardly surprising that Americans are
The Year-End Trade Just Got More Complicated: McElligott
Over the weekend, I noted that the marked spike in realized vol precipitated by last
Meanwhile, In China
Reasonably upbeat PMIs out of China were wholly insufficient to allay market concerns on Tuesday,
‘This Is Not Going To Be Good’: Moderna Execs Spook Markets
“The number of mutations are surprising,” Moderna co-founder Noubar Afeyan told Bloomberg Television, while discussing
Animal Spirits And Gunslingers
Retail bought the dip. Or at least according to data from Vanda Research. Conditioned over
‘Madness,’ The Dollar And An ‘Omnipresent’ Threat
“Madness.” That’s how one analyst described last week’s post-Thanksgiving price action, which found global equities
Goldman On Omicron: ‘The Range Of Outcomes Remains Unusually Wide’
It’ll likely be weeks before the scientific community is prepared to make definitive statements about
In Germany, 6% Inflation (More Wheelbarrow Jokes)
German inflation printed 6% for November, giving me carte blanche to recycle my somewhat wry
For Markets And The World: ‘Severe Consequences, Depending’
Risk sentiment attempted to stabilize Monday following a grievous Friday rout on Wall Street, but
Nosebleed Markets Ponder Uncertain Year-End In Latest Virus Panic
A long time to wait and a long way down. That’s one way to think
Burn The Playbook: Omicron Forces Rethink As December Dawns
The playbook for the new week should have been simple enough. US payrolls are on
Mideast Shares Crushed Amid Oil Collapse, Omicron
Mideast stocks tumbled Sunday, in a harrowing, if predictable, rout. Saudi Arabia, the UAE and
Quick Thoughts On Oil’s ‘Red Friday’
Earlier this week, I wrote that for something that’s ostensibly driven by relatively straightforward supply/demand
Omicron And The Slow Death Of Common Sense
“It is very likely that the Omicron variant has already arrived in Germany,”‘ Kai Klose,
About-Face!
On Friday morning, as the latest COVID variant panic crescendoed into a mini-crash on Wall
‘Yikes’: McElligott On Black Friday Selloff
A dramatic selloff on Wall Street pushed US equities to the brink of key levels
‘New COVID’: When Bad News Is Just Bad News
“New COVID” was trending on social media Friday. Earlier this week, I suggested markets were
On Black Friday: Panic
There’s nothing like inserting a negative macro catalyst into holiday-thinned Friday trading to shake things
A Lost Decade Looms: ‘Cheap By Proxy Isn’t Actually Cheap’
“Lost decade” warnings are becoming ubiquitous. In some respects, the rationale behind calls for a
Free Stocks For Everyone
In the four-day “week” to November 23, global equity funds logged a small outflow. The
Goldman, Deutsche See Fed Doubling Taper Pace
Over the past week, Fed officials have gone out of their way to socialize the
Fed Is ‘Attentive’ To Your ‘Sizable’ Inflation Burden
If the FOMC minutes hit on a day when no one is around to read
Biden SPR Release Panned As ‘Spectacular Own Goal’
“Underwhelming.” That was one adjective bandied about on Wednesday to describe the impact of the
‘Median’ Americans Now Shop For $408,000 Homes
Another month, another fresh record for median new home prices in the US. The median
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