Enjoy The Money
Another day of convoluted stimulus headlines stateside found lawmakers striking what one Senate aide described
Another day of convoluted stimulus headlines stateside found lawmakers striking what one Senate aide described
More incrementally positive developments on the vaccine front bolstered risk sentiment in the US Tuesday
Headed into December, one key part of the year-end, melt-up thesis is that realized volatility
It’s time to have the rebalancing discussion again. Or at least if you’re a JPMorgan
More encouraging vaccine headlines looked to bolster risk sentiment in the new week as the
Prepare for a possible “unclenching.” That’s one message from Nomura’s Charlie McElligott, who, in a
The reaction to Moderna’s encouraging COVID-19 vaccine data, released exactly a week after a similarly
Nothing is certain in life besides truisms, tautologies, death, and taxes, and even the latter
I love reading copy sometimes. Whenever the world is going to hell in a handbasket,
“The last shall be first and the first last.” That was the story for markets through Tuesday, as value posted
All anyone cared about on Monday was Pfizer’s stunning vaccine news. Invariably, you’ll hear a
“It’s difficult to fade this move as global risk markets should rally more on what
“In the weeks ahead, tens of millions of dollars in campaign cash are expected to
US equities stormed higher for a fourth day Thursday, bringing gains on the week to
If anything was clear after Wednesday (a questionable prospect, to be sure) it was that
Donald Trump appeared poised to put up a legal fight in the event some combination
Markets could have done without Donald Trump falsely declaring victory while simultaneously deriding the US
Markets generally retained what felt like a “blue sweep” bias across the Election Day cash
Having delivered on what I felt was an editorial obligation to mark the US election
Over the past two months, the consensus narrative vis-à-vis policy and stimulus generally revolved around
Editor’s note: The following piece first ran here on Sunday. We’re keeping it featured prominently
The next US president, whether Donald Trump (again) or Joe Biden, will inherit one of
The last full week of trading before America’s date with what some still fear will
Tech shares weighed on equities Friday, as solid earnings from Apple, Facebook, Amazon, and Alphabet
The prospect of Republicans holding the Senate and proceeding to block Democratic spending proposals was
Blame the virus, blame lockdowns in Europe, blame positioning, or blame your favorite election narrative.
On Tuesday, I talked a bit out the possible disinflationary read-through in the event the
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