Amy Coney Barrett, ‘Instant Celebrity’
Donald Trump lavished praise on Judge Amy Coney Barrett Saturday, when she was announced as
Counting Down To The Unknown
All’s well that ends with the Nasdaq posting its first weekly gain in four, I
Return Of The King
The dollar is back. Or at least it was for a week. A steadily declining
Goldman: S&P Can Trade Election Outcome Even If AP Doesn’t Call A Winner
Market participants’ concerns about the prospect of a contested US election are becoming more acute
One Week After Buying The Dip, Investors Run Screaming From US Stocks In 3rd Biggest Outflow Ever
One week on from the biggest inflow into equities since March of 2018, investors fled
To Hell And Back Again (And Why September Doesn’t Presage A ‘Big Bear Move’)
It’s been a wild year. How’s that for an understatement? Consider that nine months later,
Priorities
There’s plenty of time between now and the election for The White House and the
‘The Tendency Of Order To Degrade Into Disorder’: Kocic On An ‘Anything But Ordinary’ Election
US lawmakers on Thursday sought to reassure a nervous nation. For two centuries, America has
As Junk Bond Sales Smash All-Time Record, Outflows Suddenly Accelerate
In what looks like more evidence that September’s equity market tumult is spilling over into
‘Volfefe’ And The Peaceable Passing Of Power
If Donald Trump was trying to raise (more) eyebrows by refusing to commit, explicitly, to
Nomura’s McElligott Talks Short Gamma, ‘Robinhood YOLO’ing’ As Tech Heads For Worst Month Since 2008
Equities are unshackled this week post-last Friday’s quad witching expiry, and the “unclenching” effect from
Turkey’s ‘Stunning’ Rate Hike And The Folly Of Misreading Autocrats
Believe it or not, Recep Tayyip Erdogan let Murat Uysal hike rates on Thursday. Turkey careened
Rise In Jobless Claims Adds To Economic Concerns Amid Stimulus Stalemate
870,000 Americans filed for unemployment benefits last week, more than the 840,000 the market was
Tales Told By Idiots
“Lockdown lite” is the strategy in Europe for containing a second coronavirus wave. While stopping
Everything We Can Think Of
“I think this will end up in the Supreme Court and I think it’s very
Paper Tigers
As markets look warily ahead to the most consequential US election in modern history, it’s
Crazy Times, Brave Vol Traders, And The ‘God Forbidden Realization Of Chaos’
Crazy times On Tuesday, after a half hour search finally turned up my missing envelopes
King Dollar Faces Worst Policy Mix In Decades ‘Whoever Wins’ Election, One Bank Says
“It’s all about horseraces now”, Deutsche Bank’s George Saravelos declares, kicking off a lengthy FX
‘Gangster Extortion’: China Mounts Media Blitz Against Trump’s TikTok Deal
“What the United States has done to TikTok is almost the same as a gangster forcing
Into Reverse
It’s not entirely clear “why”, but equities were reasonably well supported Wednesday, as Wall Street
Perilous Turning Points
It felt like an aimless drift, but US stocks managed to rebound from Monday’s dramatics
Cracks Emerge In Junk As Stock Slump Spills Over
There’s consternation in high yield bonds. Or at least that’s the impression one gets from
Trump Celebrates UN’s 75th Anniversary: ‘I Pray To God We Don’t Have To Use Advanced-Level Weapons’
Donald Trump delivered a prerecorded speech to the UN General Assembly on Tuesday. It was
What A Blue Wave Means For The Fed, According To Goldman
Over the weekend, I outlined the rather stark economic choice facing Americans as they go
Kolanovic Sees Portfolio Rebalances As Possible Stock Tailwind, As Monthly Impulse Overwhelms Quarterly Flow
Earlier this month, JPMorgan’s Nikolaos Panigirtzoglou flagged the potential for some $200 billion in rebalancing
Break-Glass Options
Global risk appetite was tepid again on Tuesday following Monday’s tumult on Wall Street. Markets
Wealth, Households, Democracy, And The Illusion Thereof
Good news. US household wealth staged a “V-shaped” recovery in the second quarter. After collapsing
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