Is The Retail Mania Over?
At various intervals over Q1, analysts and commentators suggested the pandemic-era “retail mania” evident in,
Albert Edwards: Market Is Blind To Deflationary Impulse From China
Last weekend, in “Dairy Aisle,” I talked a bit about the nexus between market expectations,
Commodities And Crypto (What Else?)
Fresh headlines Wednesday underscored the notion that governments are keen to rein in commodity prices
Tell Me A Story
With the exception of sessions when the catalyst is obvious, “explanations” for a given day’s
Nomura’s McElligott Saw ‘Potentially Important Inflection’ This Week
Early this week, vol markets witnessed “a potentially important inflection,” Nomura’s Charlie McElligott said, in
US Consumers Less Giddy As Stimulus Wanes
Consumer confidence posted a slight miss for May on the Conference Board’s gauge, perhaps underscoring
Oh, Housing, You’re Such A Conundrum
New home sales for April came in well below expectations, the Census Bureau said Tuesday.
‘Hope’ Floats, But What About ‘Growth’?
Markets are currently transitioning from “hope” to “growth,” Goldman’s Peter Oppenheimer said, in a new
Top Management
“My personal view is rates are likely to rise in the early part of next
A Story Far More Important Than Crypto
Tech shares led gains on Wall Street Monday, and it’ll be no coincidence if growth
A Mission From God
US equities were dutifully higher to kick off a week poised to offer some incremental
It’s Official: Ray Dalio Has ‘Some Bitcoin’
“I might be missing something so I’d love to be corrected,” Ray Dalio said in
This Simple Bid Is ‘Holding Things Together’
The force is strong with this one — the dip-buying force, that is. “Despite [the]
Sky Pirates
“Europe’s last dictator,” as Belarus’s Alexander Lukashenko is not-so-affectionately known, was front page news Monday.
‘Dark Forces’
Bitcoin was still making headlines as the weekend melted into Monday. There was no evidence
‘Duration Frustration’ Seen As Defining Market Feature
“Investors need to manage explicit or implicit duration risk from income-generating assets and strategies,” Goldman’s
Crypto Collapse: Irrelevant Or ‘Foreshock’ To A Coming Earthquake?
I’ve said it so many times over the past few days the joke is probably
Nouriel Roubini On Bitcoin, Blockchain Amid Crypto Turmoil
“Does any innovation in the crypto ecosystem look promising to you?,” Goldman’s Allison Nathan asked
Legends Of An Atypical Summer
Is the inflation scare over? That might seem like an odd question to ask given
Diseases Of The Heart And Mind
“Crypto has a chance of becoming an agreed form that people who are looking for
For The Crypto Crowd, It’s Soul Searching Time
China is all set to “crack down on Bitcoin mining and trading behavior, and resolutely
US Housing Market On Fire And Cooling Down Simultaneously
Friday brought another below-consensus read on the US housing market. Existing home sales dropped 2.7%
Color Accompanying US PMIs Now Downright Silly
Services activity is robust in the US, the flash read on IHS Markit’s gauge for
Which Analogue Do You Prefer?
Inflows to global equities continued apace over the last week, despite considerable “chop” across stocks
Two Certainties: Taxes And Pipeline Inflation
Generally buoyant PMIs out of Europe helped brighten the mood at the margins on Friday,
It’s Amazing We Haven’t Had Another Crash
When you think about it, it’s somewhat remarkable that equities are still perched near record
You must be logged in to post a comment.