Inflation Prep With Kevin Muir And Koyfin CEO Rob Koyfman
There is perhaps no more vociferous debate in the always exciting world of macroeconomics than
Analysts Stirred, But Not Shaken, By ‘Warp Speed’ Correction
In the midst of rampant uncertainty, Goldman’s cross-asset strategy team this week upgraded equities to
Rocket League
“A bull correction” — according to what can loosely be described as the consensus narrative,
Crescendo 2020: ‘There’s No Reason Whatsoever To Expect Anything Resembling Calm’
Things may have changed — forever. That’s one takeaway from the latest note by Deutsche
Oh, Whale: Misguided Media Frenzy Around Tech Trades Prompts Rethink At SoftBank
“While we are not concerned about a dominant ‘whale’-type investor, exceptionally large trades in thin
Xi Jinping Loses Patience. Said To Prefer TikTok Shut Down In US
Xi Jinping is (still) not amused with the prospect of TikTok’s US operations being forcibly
Goldman Upgrades Stocks Despite Uncertainty. Also Likes Cash (You Know, Just In Case)
It’s not immediately obvious that now is the time to get bullish on equities amid
‘You Can’t Win If You Don’t Play!’ Lottery Tickets And A Mania Postmortem
On the off chance you had any lingering doubts, a breakdown of equity buyers (by
Inflation Comes In Hot For Second Month As Markets Appraise Fed’s Policy Shift
You might recall that core inflation rose the most since 1991 in July, an anomalous
‘As A Late Summer Storm’
“Albert would welcome permanent risk off”, SocGen’s Kit Juckes wrote on Friday morning. “I’d just
Blue-Chip Supply, Debt Demand, And $105 Billion In Cash Off The Sidelines
As expected, this week saw a deluge of new high-grade supply, with the US investment
Risky Business
US equities careened about in choppy trading on Thursday, before ultimately closing sharply lower amid
‘I Thought This Was Supposed To Last!’ Extra Jobless Benefits Dry Up
“The Montana Department of Labor & Industry today was informed in a call with the
Let Her Run: ECB Throws Caution To Wind With Laissez-Faire Approach To Surging Euro
Anyone who went into the September ECB meeting thinking Christine Lagarde would jawbone the euro
Jobless Claims Point To Unhappy Equilibrium
Hopes for additional virus relief from Congress faded this week, with the GOP’s “skinny” bill
Christine Lagarde Confronts Deflation, Surging Currency At Virus Crossroads
Even as no formal policy changes were in the cards, it probably isn’t accurate to
Pay No Attention To The Burning World
Global markets were generally mixed Thursday as traders pondered a calendar littered with event risk,
Express Calm
The good news is, US equities managed a rousing session Wednesday, helping to allay fears
‘It’s All One Trade’: One Bank Declares Value Investing ‘Dead’
By now, you know the story — or at least you should. If value, as
Biden Fiscal Platform ‘Not A Manifesto On Modern Monetary Theory,’ JPMorgan Says
Ted Cruz on Wednesday said he doesn’t think Congress is going to pass another stimulus
Stan Druckenmiller Calls Stocks ‘Absolute Raging Mania,’ Tells Inflation Ghost Story
The last time most market participants heard from Stan Druckenmiller, he retained a somewhat flummoxed
Buy The Dip Mantra Tested After ‘Right Kind Of Washout’ For Tech Mania
“I’m buying the dip, who’s with me?!” If I frequented retail investor Reddit boards, I
Instability At Warp Speed
Headlines for western markets on Wednesday revolved around some iteration on the narrative that equities
Electric Slide
“The horror”, Bloomberg’s Eric Balchunas joked, on Tuesday evening, after a third straight day of
Deutsche’s Kocic Flags ‘Fear Of Massive Risk-Off Trade’ Amid Unprecedented Political Entropy
Earlier this month, while appraising the twisted, smoldering heap of institutions, norms, and principles that
That Is Soooo 2020
In the context of the historic summer surge, it would be strange to characterize the
The ‘Should Be’ Correction
It’s a familiar refrain: the historic rebound in equity and credit is detached from economic
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