A One-Eighty
Neel Kashkari is opposed to rate hikes “at least” through 2023, headlines read late Friday.
Neel Kashkari is opposed to rate hikes “at least” through 2023, headlines read late Friday.
If you’re driving down a US highway in the left lane at a “respectable” speed
All it took was a surprisingly “hawkish” (scare quotes because it’s all very relative) shift
The post-Fed trade was somewhat chaotic, but one familiar theme was easy enough to discern:
Despite (and often because of), my overtly pessimistic take on the plight of humanity, I
Headed into the June Fed meeting, analysts and strategists were keen to dissect last week’s
Hopefully, you don’t find yourself in the unenviable position of being forced to say, definitively,
I’d say you could feel the incredulity in the room, but I’d be lying. Months
The most important CPI print in recent memory (according to the hype machine) didn’t disappoint.
Don’t look now, but the Treasury ETF is nearly overbought (figure below). I say “the”
CPI “loomed large,” someone said Tuesday, I’m sure. That’s not an actual quote from anyone
Strictly speaking, a market that goes nowhere is a non-story, almost by definition. But if
Is enthusiasm for one of most spectacular equity rallies in recorded history waning, or is
If you had to choose one quote from Friday’s session that encapsulates the interplay between
Unfortunately for anyone who’s inexplicably inclined to insist that markets are efficient and/or that the
US rates and stocks are “chopping their way to nowhere fast,” Nomura’s Charlie McElligott said,
Bitcoin is volatile. That’s perhaps the only thing crypto proponents, detractors and everyone in-between can
I’d venture this is a data point that lacks sufficient nuance, but I suppose it’s
The force is strong with this one — the dip-buying force, that is. “Despite [the]
I’ve said it so many times over the past few days the joke is probably
When you think about it, it’s somewhat remarkable that equities are still perched near record
“There is just ‘no bid’ in broad US Equities INDEX upside,” Nomura’s Charlie McElligott said
A lackluster start to the week was blamed, in part anyway, on underwhelming data out
You know, it’s funny: Q1 2021 was just about as good as it gets on
Although things had an “all’s well that ends well” feel to them by Friday afternoon,
All’s well that ends well. For those fortunate enough to own equities, that is. If,
“Macro vol is back,” Deutsche Bank’s Alan Ruskin declared, following this week’s shocking CPI report,
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