‘The World Doesn’t Work Like That’
“The world doesn’t work like that.” That’s what Zoltan Pozsar told Bloomberg earlier this month
“The world doesn’t work like that.” That’s what Zoltan Pozsar told Bloomberg earlier this month
US households saw their net worth decline by more than $6 trillion in just three
Appropriately, the pre-Labor Day trade in the US will be all about the US labor
Fed officials need to stop talking. Or at least dial it down. Back in February,
Has the Fed regained its credibility as a check on inflation? That’s the question. Answers
The Fed needs to show some conviction this week. The June FOMC meeting is an
Let’s start with a simple premise: The Fed now realizes that the massive windfall from
I’ve talked breathlessly about the demolition in growth stocks and, more broadly, the demise of
In “Trial By Fire: Are Corporate Profits About To Plunge?” I made a casual observation
I’ve talked quite a bit about valuations lately. Specifically: How far and how fast they’ve
This is a “precarious time for bears,” Nomura’s Charlie McElligott said Tuesday, as calls for
US retail sales were solid in April, closely watched data out Tuesday suggested. The headline
“This will be a complete import ban on all Russian oil, seaborne and pipeline, crude
On Friday, Elvira Nabiullina cut Russia’s key rate for the second time since an emergency
Notwithstanding what one has to believe is an internal plan at the Fed to cool
Rates are trading “like death,” one popular strategist wrote, in a Wednesday note. Other analysts
Headlines continued to paint a somewhat grim macro picture Tuesday. 2020 now seems like an
A few days ago, market participants were treated to a new version of an old
Although it took weeks for the US and the UK to formally ban Russian crude
The UK will ban Russian oil imports in conjunction with the US, a move that
Tuesday was about “broken markets” and “big headlines.” That’s how Nomura’s Charlie McElligott described another
Cross-asset positioning and sentiment are the most bearish since the onset of the pandemic. Or
Chaos reigned on Monday, as traders nervously pondered the prospect of an official embargo of
One of the defining features of markets in the post-pandemic era is the inability to
The US economy added far more jobs than anticipated in February, the government’s report showed.
At least for the next several days, market participants will focus on the proverbial “plumbing,”
Traders braced for volatility coming out of a historic weekend during which the West severed
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