Raising Eyebrows
Thursday was something of a barnburner for multi-asset investors. After suffering an egregious first quarter
Shopping Spree!
US retail sales surged 9.8% in March (figure below), far more than expected, underscoring the
Finally Going Nuclear
At long last, US officials decided to “go there,” where “there” means hitting Russian sovereign
Claims Plunge Is ‘Fantastic’ Progress. But Don’t Say ‘Substantial Further’
“Just” 576,000 Americans filed for unemployment benefits last week. It’s difficult to know how to
‘Exceptional’ May Be Too Generous For Bank Of America Results
Bank of America delivered what Brian Moynihan described as “exceptional results” on Thursday. A decrease
Below The Fold
“Coinbase Opens at $381 in Volatile Market Debut. Should You Buy the Stock?,” Bloomberg wondered
‘The Main Question’ (And A Lot More)
Amid counterintuitive outperformance from perennial, “slow-flation” winners-turned reflation trade laggards, enquiring minds want to know:
Here Comes Coinbase
With US CPI and this week’s Treasury supply having come and gone with barely a
Goldman Saunters In, Delivers Astounding Beat, Strolls Out
With JPMorgan’s results on the books as a beat with an asterisk (Dimon struck a
JPMorgan Results Overshadowed By Dimon’s ‘Challenged’ Loan Demand
JPMorgan kicked off big bank earnings Wednesday, reporting Q1 adjusted revenue of $33.12 billion, up
Harley Bassman Presents: The Marshmallow Test
It was the clear intent of the synchronous central bank polices of ZIRP and QE
Kolanovic Suggests Style ‘Turning Point.’ Investors Debate Rate ‘Reckoning’
A few weeks back, as an eventful first quarter melted into what’s expected to be
Don’t Call It A Bubble
Last month, for the first time since the onset of the pandemic, fund managers polled
US Gets Dose Of Europe’s Vaccine Woes, As J&J Shot Paused
Risk sentiment took a hit early Tuesday when US health officials called for an immediate
‘Crucial’ Inflation Data Produces Shrug
Inflation came in hotter than expected in March, closely-scrutinized data out Tuesday showed. Headline CPI
Signal In The Noise
“Today’s US CPI data has the potential to change the story, or to leave us
Jim-nastics
More than a third of Americans have received at least one dose of a COVID
The Word Is ‘Inflation.’ With A ‘K’
“Expectations about home, gas, and rent price changes all reached new series highs,” the New
Nomura’s McElligott: The Easy Recovery Phase Money Has Been Made
For all the talk of an imminent boom in the US economy, a cursory glance
We Don’t Have All The Answers
Equities felt uninspired ahead of a week that promised no shortage of tradable data. A
China’s ‘Pretty Evident’ Credit Slowdown May Bode Ill
According to various sourced reports, directives aimed at curtailing “bubble” risk presage the slowest Chinese
Jane’s Tale
With earnings season on deck and market participants increasingly prone to digital shouting matches about
Simulation Game, One Year Later
On Sunday morning, while sitting cross-legged on the back deck and frowning out through the
‘Any Disappointment’
Who’s afraid of inflation? Not Lacy Hunt, that’s for sure. And it seems like Albert
Lacy Hunt Suggests Inflation Doomsayers Suffer From ‘Psychosis’
I’m not a fan of Lacy Hunt. But, paradoxically, I don’t hold that against him.
Evolution.
It occurs to me that I probably come across as unduly derisive (or needlessly blunt)
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