Cash Quandary And The Risk Of ‘A Typical Downward Spiral’
Blue-chip US corporates may end up borrowing as much as $2 trillion in 2020, an
$2 Trillion In A Pandemic? Corporate America’s 2020 Debt Binge Has No Precedent
No, really. “Investors really can’t get enough high-grade corporate bonds,” Bloomberg’s James Crombie wrote late
Earnings Season Is Here
Assuming market participants can somehow focus on corporate fundamentals amid what is sure to be
Trump ‘Feels Great’ In Balcony ‘Blexit’ Event. Gets Coveted Taliban Endorsement
On Saturday, Donald Trump hosted what amounted to a mini-campaign rally from a balcony at
Wild Blue Yonder
If you ask me, one of the most amusing aspects of the evolving market narrative
The Stories We Tell Ourselves
Mohamed El-Erian, “with his decades of investing experience” (to quote Bloomberg), doesn’t think there’s any
‘So Many Things Could Go Wrong’
If it’s more evidence of the market’s growing conviction around a changing of the guard
Trump Now Says He Wants A Bigger Stimulus Deal Than Pelosi. But It’s Not Up To Them
Predictably, Donald Trump turned out to be totally unpredictable during his first week on the
72 Hours Later, ‘Art Of The Deal’ Produces $1.8 Trillion Concession
Less than 72 hours after declaring, in a series of irritated tweets, that stimulus talks
Are We Just Marking Time Until Rising Yields ‘Short-Circuit’ The Equity Rally?
Rightly or wrongly, the market appears to be pricing out Donald Trump. The 2016 experience
‘The Top’ Is Near And The World Is Changing
The top in asset prices will come between the election and inauguration, BofA’s Michael Hartnett
Divining The Odds
The dollar slipped and stimulus talks remained in focus Friday as US investors hoped to
Maybe The Fed Should Just Let Stocks Crash
“It’s not that we have no tools. But the fiscal policy tools are much more
Albert Edwards Doubts Bond Selloff Has Legs. And That’s Good For The FAAMG Bubble
“The US equity market rally over the last few years, concentrated almost exclusively on FAAMG
One Bad Turn Deserves Another
“Optimism over a stimulus deal” — that’s what the financial media ran with on Thursday
The Fly, The Lie, And The Terrified Billionaires
It says quite a bit about the average intelligence of the American voter when netizens
Wrong. Jobless Claims Tell Us Plenty
840,000 Americans filed for unemployment benefits last week, down 9,000 from the previous week’s upwardly
The Most Dangerous Place In The Country
“It’s hard to see any clear, sane path on what he’s doing”, Nancy Pelosi told
Fed Minutes Show Officials Assumed Additional Fiscal Stimulus This Year
Minutes from the September FOMC meeting find Fed officials debating the relative merits of moving
US May Target Tencent, Ant Group With Potential To Disrupt World’s Largest IPO
In a move perhaps designed to cast a pall over what could be the world’s
Would You Trade A 4% Haircut In The S&P’s Fair Value For Sanity?
With expectations for a Democratic sweep becoming more entrenched by the day, market participants with
Scorched-Earth
“So stimulus is over until the election(?) And so are Trump’s odds of winning it,
Trump, Under Siege For Stimulus Torpedo, Pins Hopes On Late-Night Tweet Reversal
Markets looked to gingerly retrace the risk-off move that rippled across assets late in Tuesday’s
Trump Kills Stimulus Talks In Dramatic About-Face. Says Negotiations To Resume ‘After I Win’
On Saturday, during the first day of a short visit to Walter Reed following his
No Church In The Wild
Journalists long ago ran out of euphemisms when it comes to describing Donald Trump’s singular
Powell Hurts Own Cause, Feeds Budget Hawks By Parroting Deficit Myths
At this point, you’d forgive Jerome Powell (and most of his colleagues) for being frustrated
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