Sans Angela
Germany “should have a new government before Christmas,” Olaf Scholz said Monday, after his Social
To The Brink. For The Sheer Hell Of It
Americans were subjected to a series of highly unfortunate soundbites on Sunday, as US lawmakers
The Market’s Elusive Gamma Profile
“The Market’s Gamma Profile: Elusive” by Macro Risk Advisors It would be nice if we actually
Dysfunction Junction
Last week’s bond selloff puts the spotlight on rates in the week ahead. Although some
Congrats. You’re All Rich
I’m always hesitant to document increases in US household net worth. In simple terms, the
Meanwhile, In Turkey
Recep Tayyip Erdogan is irritated. At grocery stores. “Markets are turning upside down with products
The Hamster Wheel
It was as predictable as it was laughable. Stocks ended the week mostly unchanged, making
Dave Portnoy Not ‘Nuts.’ About Stocks, Anyway
US equity funds witnessed their largest exodus since “Volpocalypse” over the latest weekly reporting period,
Half-Million-Dollar Homes For Sale!
New home sales were more robust than expected in August, data out Friday showed. Sales
China Outlaws Cryptocurrency (There’s Always El Salvador)
I won’t turn this into an “I told you so” moment, because in addition to
Madness: Stocks Suffer First Outflow Of 2021
It finally happened. After an uninterrupted streak of weekly inflows that saw more than $776
Silence Isn’t Golden On Missing Evergrande Coupon
Silence. That’s what the market heard from Evergrande, which was supposed to make an $83.5
Should Have Bought The Dip
You should have bought the dip. US equities turned positive for the week on Thursday,
Bond Rout Inspires ‘Delayed Taper Tantrum’ Banter
The FOMC event risk has passed. That was one obvious explanation for Thursday’s equity rally
US Economy Decelerates. Growth Seen Slowest In A Year
Activity in the world’s largest economy decelerated this month, preliminary PMIs for September suggested. Flash
Jobless Claims Jump As Benefits Question Pondered
351,000 Americans filed for unemployment benefits last week, more than expected. The market was looking
Fly Hawks, Fly
We have liftoff! In Norway. As expected, the Norges Bank hiked rates Thursday, becoming the
‘Prepare For The Storm’: China Preps For Evergrande Failure
Evergrande received a “broad set of instructions” from Chinese regulators in a recent meeting, during
Inflation, Dots And ‘Sustaining The Public Trust’
“Policy will remain accommodative,” Jerome Powell said Wednesday, just before taking questions from reporters following
Taper May Come ‘Soon,’ Fed Divided On 2022 Rate Hike
The Fed on Wednesday moved closer to announcing a timeline for tapering monthly asset purchases.
The End Of The Equity ‘Super Cycles’
Earlier this week, while documenting yet another sobering, if not totally depressing, outlook piece suggesting
‘Financial Limits’ Hit Home For US Homebuyers
Existing home sales dropped 2% in August, while prices rose sharply from last year, a
Window For Fireworks May Shut Without Hawkish Fed
If you like excitement (where “excitement” means harrowing drawdowns and vol events conducive to bombastic
Evergrande Buys Time. With No Money
Sentiment improved (at the margins anyway) on Wednesday after Evergrande’s onshore property unit alluded to
Evergrande Makes Lehman Trend Again
The market “is signaling that it’s fretting over more than Evergrande,” one headline read, on
A Skewed Up World
Over the past several months, there’s been no shortage of banter about extremes in various
‘The Vol Event Is Dead. Long Live The Vol Event!’
I spent most of Monday going on about vol-sellers and whether they would or wouldn’t
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