We May Be ‘On The Verge’ Of A Cascade
You can skip the “taper tantrum” (or, as some market participants branded it Thursday, “mini-tantrum”)
You can skip the “taper tantrum” (or, as some market participants branded it Thursday, “mini-tantrum”)
It’s “unclear” whether the Delta variant will have important effects on the economy, Jerome Powell
In the new week, market participants will have the luxury of watching the outside world
The last time things were this placid, Janet Yellen was presiding over the short vol
The good news is, spot is “pinned” between the two largest gamma strikes. Or, put
“Despite most of Street being at December, I still think there’s a real chance for
It probably won’t surprise you to learn that SocGen’s Albert Edwards isn’t surprised by the
“Stability breeds instability.” That phrase (God bless it) never fails to pique market participants’ interest.
Richard Clarida probably wasn’t trying to ruin anyone’s fun on Wednesday, and on any rational
If I hear the term “false optic” from smart people a few more times, I’m
One of the myriad confounding factors in what’s been variously billed as the “Great Inflation
“Global interest rates [are] at 5,000 year lows,” BofA’s Michael Hartnett observed, again, in the
Some of the headlines in Chinese media were amusing Wednesday. In the wake of a
It said a lot about the evolution of the global economy and capital markets when
Global equities took in another $3.3 billion over the latest weekly reporting period. It was
You needn’t have worried, apparently. US equities effectively relegated Monday’s fairly dramatic swoon to the
Fund managers are demonstrably less enthusiastic about reflation and growth, suggesting the macro narrative that
One recurring theme over the first half of 2021 revolved around the notion that even
So, you want to be a contrarian? Well, prepare yourself for the ultimate paradox. In
The S&P hit Goldman’s year-end target this week. And then it kept on going. Eventually,
If you take your cues from the pantheon of market “legends” who appear weekly in
You knew it was coming. It was always just a matter of time. That’s what
It wasn’t terribly difficult to write the boilerplate copy headed into the weekend. Just days
You’ve heard it before. And you’ll surely hear it again. “Higher inflation, hawkish central banks
Late Monday evening, while beating back mosquitoes and trying to avoid eye contact with a
“We think the 20bps flattening in the curve since the Fed looks extreme and was
A relative paucity of data during the first half of the new week will leave
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