‘Like Death’: Rates, Credit Confront Policy Reaper
Rates are trading “like death,” one popular strategist wrote, in a Wednesday note. Other analysts
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
One of the defining features of markets in the post-pandemic era is the inability to
I’m not sure how many people had “World War III catalyst” on their commodities supercycle
US markets have morphed into something that resembles the cryptosphere, with outsized daily swings the
Market participants need a narrative. We have to ascribe causality. It makes us feel more
Jerome Powell expects it’ll still be appropriate for the Fed to hike rates this month,
Amid a never-ending tsunami of terrifying war headlines out of eastern Europe, traders priced out
It was all Russia, all day on the news front to kick off the new
Markets are exciting. They can also be highly unpredictable, disheartening and, depending on the context,
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