Loud Noises, Red Headlines, And Dangerous Drivers
If anything was clear after Wednesday (a questionable prospect, to be sure) it was that
Jobless Claims Stuck At Pre-Pandemic Record With No Deus Ex Machina Coming
751,000 Americans filed for unemployment benefits last week, slightly more than expected and unchanged from
‘Extraordinary’ Circumstances In UK Can Only Mean One Thing: More QE!
More liquidity. More accommodation. The BOE on Thursday upsized its QE program. That was expected.
The Good Kind Of ‘Weird,’ The Bad Kind Of Message
Global equities surged Thursday, as markets were seemingly thrilled at the prospect of an imminent
The Day The Earth Stood Still
Donald Trump appeared poised to put up a legal fight in the event some combination
Nomura’s McElligott: For Markets, The Presidential Election Is Now Effectively A ‘Red Herring’
If you had duration, flatteners, and long growth/short value on as election hedges against what,
In More ‘Canary’ News, US Services Sector Appears To Decelerate
US services sector activity decelerated in October, ISM said Wednesday. The headline print, 56.6, is
The ‘Blue Fade’ Trade
Wednesday was all about fading the “blue sweep” narrative, as overnight price action spilled over
Insult To Injury: Lackluster Private Payrolls Cry Out For Stimulus Just As ‘Blue Wave’ Hopes Fade
If ADP is any indication — and it may not be, considering its poor track
‘Very Messy’: Analysts Weigh In On Fraught US Election
Markets could have done without Donald Trump falsely declaring victory while simultaneously deriding the US
Trump Calls Election ‘Major Fraud,’ Declares Victory, Invokes Supreme Court
At 2:30 AM, Donald Trump convened a victory speech dressed up as a press conference
Trump Claims Election Theft, Democrats Likely Won’t Flip Senate
By half-past midnight on the east coast, the results of the most consequential election in
It’s Time To Be Honest About What America’s ‘Values’ Really Are
For most of the last three years, those of an optimistic persuasion in the US
Macro Tourist: The US Election ‘Won’t Be The Start Of The Next Financial Crisis’
“I have never seen a financial crisis occur when the vast majority of investors were worried about it.”
Markets Showed Blue Sweep Bias Into Vote Count As Trump Predicted ‘Victory’
Markets generally retained what felt like a “blue sweep” bias across the Election Day cash
Ant Problems: World’s Largest IPO Slapped At Last Minute
It’s difficult to imagine anyone had much room on their mental “balance sheet” (if you
Here Is Your ‘Last Chance’ Tactical Election Rundown
Having delivered on what I felt was an editorial obligation to mark the US election
(Dangerously) Aloof
“Did you send me a check?” It was the accountant. He never says “Hi” or
‘Never, Ever, Ever’
Global equities were again buoyant as election day dawned in the US, where nearly 98
Meanwhile, In Junk Exodus News…
The following short bit will come as no surprise to regular readers, and as such,
Glass Half Full Crowd Gets Another Fireball Shot From Scorching ISM
In another piece of evidence to support the recovery narrative stateside, ISM manufacturing printed a
Jefferies’ Zervos: US Election May Be ‘Market Non-Event Of The Century’
In a note out late last week, JPMorgan’s Nikolaos Panigirtzoglou suggested that the market’s obsession
JPMorgan: Equity Bull Market Set To Resume. Central Banks Matter More Than Fiscal Stimulus
Over the past two months, the consensus narrative vis-à-vis policy and stimulus generally revolved around
‘Fire Fauci!’ Failing The Rationality Test In The Kingdom Of Unreason
Over the weekend, Donald Trump’s favorite pandemic adviser, Scott Atlas, appeared on Russian state television
Crude Carnage, China ‘On Track’ And ‘When Does The Pub Open Again?’
Global equities were generally buoyant Monday, kicking off a pivotal week with gains despite a
Fed Meeting, October Jobs Report Are Election Week’s ‘Other’ Big Events
It feels somehow trivial to mention (let alone analyze) next week’s “other” marquee events and
And Now, Another Astounding FAAMG Factoid
The US equity market is a lot like American society — inegalitarian and defined by
You must be logged in to post a comment.