‘With Less Than 30 Days’: Goldman Recaps Cross-Asset Election Outlook After Trump Virus Scare
“The S&P 500 equal-weighted index had one of the largest daily outperformances since the GFC”,
Nomura’s McElligott: Market Is ‘Full-Throttle Embracing Biden, Blue Wave’
Price action on Monday was indicative of a market “going full-throttle” in its “embrace of
Invincible Heroes
Global markets were muted Tuesday following Donald Trump’s return to the White House from Walter
(Don’t Fear) The Reaper
On Monday afternoon, Donald Trump did precisely what many feared he might in the event
Did Markets Start Pricing Out Donald Trump On Monday?
“We’re still optimistic based on his unbelievable progress”, Mark Meadows said Monday, during remarks to
Some See White House Virus Scare Increasing Odds Of Undisputed Election
“At the margin, markets seem to have lowered the chance of prolonged uncertainty post-November 3”,
No Time To Die In New York (Or Bethesda)
It certainly wasn’t clear that risk assets (i.e., equities) should have been any semblance of
No Shirt, No Shoes, Some Service
Activity in the US services sector continues to rebound, the latest read on ISM’s non-manufacturing
As Trump Indulges ‘Sad’ Sunday Spectacle At Walter Reed, Sources Say First Positive Test Wasn’t Disclosed
Apparently unsatisfied with White House physician Sean Conley’s public relations efforts over the weekend, Donald
Secondary Concerns
It still feels a bit strange to speak about what could move markets in the
Unforgivable Lapse: Amy Coney Barrett Event Seen As Height Of White House Virus Negligence
On Saturday evening, amid speculation about the timeline around Donald Trump’s COVID-19 diagnosis, The White
‘Collapsing’ Fundamentals And Fingers Crossed For The Future
It probably won’t surprise you to learn that the S&P 500’s entire gain in 2020
Oxygen & Obfuscation
“72 hours into the diagnosis now”, White House physician Sean Conley said, during a Saturday
Afterthoughts
Everything became an afterthought Friday. Even if Donald Trump’s COVID diagnosis proves to be a
A National Problem
The nation was upended Friday by Donald Trump’s coronavirus diagnosis, but for critics, it comes
Under The Hood Of The September Jobs Report
The September jobs report, the last before the election, took a back seat Friday to
Marko Kolanovic Weighs In On Trump COVID Diagnosis, Stays Positive On Stocks
If you’re reassessing your outlook for equities (or any other asset class) Friday in the
Nomura’s McElligott On Trump Virus News: This ‘Risks A Rapid Change To The Market’s Assigned Election Probabilities’
“Fresh tails” are piling up, Nomura’s Charlie McElligott said, in a Friday note, as the
‘Hardly Anything Else Matters’: One Bank Games Out Scenarios As Trump Has ‘Mild Symptoms’
As you might imagine, analysts spent Friday morning gaming out possible scenarios around Donald Trump’s
Jobs Report Misses As Government Payrolls Decline. Revisions, Falling Unemployment Rate Soften Blow
The US economy added 661,000 jobs in September, far less than the 875,000 the market
Positive Vibes
“Tonight, @FLOTUS and I tested positive for COVID-19. We will begin our quarantine and recovery
Renting In New York And San Francisco Just Got A Lot Cheaper. Any Takers?
If it’s evidence of de-urbanization in the US you seek, consulting recent housing market data
What If We’re Watering A Dead Tree?
On Wednesday, I talked a bit about the extent to which some decisions made during
People Have Less Money When You Stop Sending Them Checks, Data Confirms
Personal incomes fell 2.7% in August, according to data that is by now so stale
ISM Miss Adds To ‘Cooling’ Narrative As Rebound Drags On
Rounding out a deluge of Thursday data was ISM, which missed for September, albeit not
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