JPMorgan On 2018 Melt-Up Parallel: ‘Any Near-Term Equity Correction Is Buying Opportunity’
More than a few analysts and investors have identified what they believe is a parallel
Terms Of Trade
Equities seemed a bit nervous to start the new week as concerns over new US
Only In America
“Much like the mythological ‘kraken’ monster after which plaintiffs have named this lawsuit, their claims
Goldman Sees Big Disconnect In Market Pricing For Dividends
Goldman thinks the market might be too pessimistic on the outlook for dividends. Obviously, the
Bond Bears In A Pandemic
The new week will be dominated by talk of a “skinny” fiscal stimulus deal in
For The First Time In A Decade, The US Stock Market Is Expanding
From April on, the pandemic forced Wall Street analysts to toss out the playbook on
Benchmarks & The 2018 Melt-Up Parallel
“The bullishness is rampant,” David Rosenberg, who’s always good for a quote or two or
‘The Patients Are Sick’: CNBC’s Dangerous Cosplay
This week, the US garnered the dubious distinction of recording a record number of coronavirus
The Process
Bad news was good news Friday. Or at least that’s one interpretation of the price
What Risk? None In Junk, Apparently
Well, junk bond yields are at new record lows, which would be surprising if all
Emerging Market Optimism Runs Rampant As Stocks, Inflows Surge
Optimism around the prospects for emerging markets is building. Developing nation assets have lots of
Under The Hood Of November’s Big Jobs Miss
The November jobs report suggested labor market momentum in the US decelerated materially during the
Labor Market Momentum Decelerates Sharply As November Jobs Report Misses
The US economy added 245,000 jobs in November, far fewer than economists anticipated, underscoring concerns
The Balance Of The News
Global equities moved higher Friday, albeit gingerly as circumspect investors assessed the balance of the
Scotch Tape & Paperclips
At this point, you have to laugh. Clearly, the macabre context (i.e., a deadly epidemic
Nomura’s McElligott: Barring Too Much ‘YOLO,’ It’ll Be Hard To Get A ‘Real’ Selloff In The Near-Term
Between rising yields, record coronavirus fatalities in the US, and the prospect of a double-dip
Morgan Stanley’s Mike Wilson Thinks ‘Little Bit Overvalued’ Stocks May Correct
Morgan Stanley’s Mike Wilson, who’s generally bullish on equities headed into 2021, says stocks may
US Services Sector Decelerates. Inflation Pressures Build
The US services sector expanded at a slower pace last month, ISM said Thursday. The
Jobless Claims Drop In Welcome Reprieve, As Stimulus Talks Ongoing
712,000 Americans filed for unemployment benefits last week, far fewer than expected, marking a welcome
Record High Stocks. Record Number Of Newly Deceased
Global equities were muted Thursday, loitering near records as market participants await the next catalyst,
Harley Bassman Presents: ‘The Wages of Fear’
In the same way that one “borrows beer” at a party, having the Treasury wash
Comically Offensive
A convoluted, mishmash of headlines bombarded anyone who was paying attention on Wednesday, as key
Joe Biden And ‘The Biggest Deal Anybody Has Ever Seen’
Wednesday was one of those days you don’t necessarily “enjoy” as someone who spends their
‘It’s A F**king Joke’: Capitol Hill Grapples With Trump’s Latest Veto Threat
Donald Trump said something egregious on Tuesday evening. In itself, that certainly isn’t “news,” especially
Just Ignore This Big ADP Miss, And Don’t Even Bother With The Internals, Ok?
In what’s either a bad omen or nothing to be particularly concerned about given ADP’s
Sell The Best News In Modern History?
There was some market chatter on Wednesday around the notion that vaccine approval and distribution
It’s Urgent
“It’s essential that we move with urgency — inaction will produce a self-reinforcing downturn causing
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