Trump Pulls The Trigger, Signs Orders On Jobless Benefits, Payroll Taxes
Donald Trump moved ahead Saturday with executive action aimed at preserving a handful of key
Warren Buffett Still Believes In Himself. Everyone Else Is An Open Question.
Disciples of Omaha’s most famous granddad will be pleased to know that during the second
‘So Bearish, I’m Bullish’ (And Why The Biggest Stock Outflow Since Vol-pocalypse Is ‘Good’ News)
“The only time to worry about stocks is when US equity fund flows turn positive”,
An ‘Extremely Low Bar’: Goldman Raises S&P EPS Forecasts After FAAMG-Assisted Quarter
The bar was extremely low. The most challenging earnings season in living memory is now
Trump Outlines Executive Order On Virus Relief After Stimulus Talks Collapse. Stops Short Of Action
“We are going a different way!”, Donald Trump declared, after more than a week of
Tech Wars, Great Debasements, And A $2.4 Trillion ‘Non-Starter’
A July jobs report billed ahead of time as a potential game-changer for a market
These Markets Are Nihilists, Donny.
No, Donny, these men are nihilists. There’s nothing to be afraid of. —Walter Sobchak “Nothing matters but liquidity”, BofA’s Michael
‘Directly Responsible’: Mnuchin Slaps Carrie Lam With Sanctions As US-China Tensions Soar
With tensions running higher than ever following Donald Trump’s pair of executive orders targeting TikTok,
July Jobs Report Raises Questions, But Answers Aren’t Forthcoming
The July jobs report (which beat expectations, ostensibly suggesting reinstated virus containment measures across some
US Labor Market Defies Skeptics As Jobs Report Again Beats Expectations
“You can’t use a model for this”, Morgan Stanley’s Chief US Economist, Ellen Zentner, sighed
Trump Makes TikTok Ban Official, Takes Aim At WeChat, Tencent In Latest Broadside
Donald Trump made it official on Thursday evening. He signed an executive order aimed at
‘Working Fine Right Now’
(Updates with comments from Pelosi, Schumer, Meadows, Mnuchin after latest negotiations) In an attempt to
Americans’ Credit Card Balances Just Plunged By A Record $76 Billion
Credit card balances for US households plunged by the most on record in the second
Turkey Plunges Into (Another) Currency Crisis. Is Anyone Surprised?
Turkey is in trouble — again. At fairly regular intervals, the country finds itself teetering
Is This Time Different? Goldman Says ‘Early Vaccine’ May Change Market Zeitgeist
Things are going to look a lot different three months from now. That’s the message
Jobless Claims Fall To Lowest Of Pandemic In Welcome News
On the heels of an ostensibly foreboding ADP employment report, and just a day ahead
Guesswork: BOE As A Microcosm Of The Global Policymaker Dilemma
The BOE kept rates unchanged at a record low 0.1% Thursday and promised it won’t
Fingers Crossed
It’s “fingers crossed” time. Fingers crossed that an egregious downside miss on ADP employment doesn’t
Nomura’s McElligott Delivers The ‘Contrarian View’ On Surging M2 Money Supply
Generally speaking, the market doesn’t have much faith in the reflation narrative and hasn’t for
‘That’s A Record’: US Terms Out Massive Financing Need With Scope Of New Stimulus Uncertain
The US announced a record $112 billion quarterly refunding on Wednesday, a total that eclipsed
Biggest Miss In ADP History Sounds Alarm On US Labor Market
The July jobs report is a giant question mark. It won’t capture the most recent
It’s A Different Day. Or So We’re Told
Same story, different day was the mantra for the dollar and gold — or at
ISM Services Paints Puzzling Picture, While IHS Markit Warns On ‘Possible Start Of A Double-Dip’
The US services sector was more vibrant than expected last month, according to data you
Meanwhile, In China
The market remained focused on stimulus talks in Washington Wednesday, with some manner of deal
Questions Linger On Future Of 60:40, Risk Parity, While Record-Low Treasury Vol. Catches Gundlach’s Eye
Over the weekend, I asked if it was over for 60:40 and risk parity funds.
‘Once People Start Missing Payments’: Bedlam, Bullion, And The Risk Of Doing Too Little
[Updates with outcome of Tuesday’s negotiations] Just a “little bit” of headway on fraught stimulus
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