Stocks March To Their Own Drum
Headed into this year, a generic narrative about bullish equity sentiment went something like this.
Headed into this year, a generic narrative about bullish equity sentiment went something like this.
China’s foreign ministry isn’t sure the US possesses the “sincerity and capability to properly handle
X-Files references were pervasive on Monday. “If the truth is out there, it certainly is
The ECB got right to the point on Thursday while hiking rates by another 50bps.
Jerome Powell’s birthday is coming up. Upon ascending the Fed chairmanship in 2018, Powell was
The Nasdaq 100 is on track for a double-digit monthly gain, Tesla rose more than
It hasn’t been a “quiet” week, per se. But it’s been one of those weeks
“If economic developments evolve broadly in line with the outlook, Governing Council expects to hold
Anyone with even a passing interest in markets can make a list of 2022’s “top”
This time four years ago, Donald Trump was busy berating Jerome Powell’s golf game on
Late last month, JPMorgan’s Marko Kolanovic said that by this time next year, central banks
It’s fair to say markets are obsessed with the idea that the last Fed hike
Rate hikes from developed market central banks continued on Wednesday. Admittedly, we might’ve passed the
Is the rebound in risk assets sustainable? That question burns after the Dow rallied into
I’ve said it before, and there’s no telling how many more times I’ll say it
Wednesday brought more disquieting economic data and more rate hikes, underscoring the tenuous nature of
The offshore yuan surged the most on record. Again. Just days after a swoon for
It looks as though central banks have decided that downshifting to smaller rate hike increments
Wall Street’s most outspoken bear and the sell-side’s most famous bull agree on one thing
You have to think three steps ahead these days. At least. By now, the Fed’s
Jerome Powell needs to balance three considerations at the November FOMC meeting. Most obviously, there’s
“It’s certainly bold from a timing perspective,” Nomura’s Charlie McElligott said. He was referring to
To be fair, there won’t likely be an identifiable all-clear moment for inflation — no
You should be able to tell this story yourself. It’s a familiar tale. Friday’s raucous
Some believe the subtle shift in central bank behavior witnessed over the past month means
Convoluted. That’s a one-word description of the ECB’s October meeting, which found Christine Lagarde and
There’s ample scope for volatility in the upcoming week, although that’s not saying much. There’s
You must be logged in to post a comment.