Nomura’s McElligott: New US-China Fight Could Be ‘Dreaded Macro Shock-Down Catalyst’
Just when you thought it was safe…
Sell In May? Market Worries Trump On Crash Course For New War With China
“I’m not allowed to tell you that”.
In ‘Simulated’ Economy, 3/4 Of Laid-Off Workers Get Benefits Exceeding Their Former Wage
Who needs the real thing, anyway?
Forget Stocks, IG Credit’s Half-Trillion, Back-To-Back Bonanza Is The Real Story
Go ahead, everybody – indulge yourself in Fed jokes.
What 150 Years Of History Tells Us About Rallies And Bear Markets
Are stocks ahead of themselves? Here’s what history suggests.
Main Street, Wall Street, Depression Carte Blanche And The Coming Witch Hunts
“We found a witch, may we burn her?”
Nomura’s Charlie McElligott Explains Why Stocks Rallied In Face Of Depression
These are modern markets. You must learn to speak the language.
Coronavirus Claims 30 Million US Jobs In Six Weeks
…the nature of this crisis likely means consumption habits have been forever altered.
‘Historic’: Markets Marvel At Scope Of Europe’s Record Collapse On GDP Day
“…a recession like the one we’re currently in is unprecedented.”
China Puts Up Decent PMIs, But Doubts Persist. Trump Says Beijing Plotting Against Him.
“China will do anything they can to have me lose this race.”
Fed Critics Show No Class In Crisis
“It is heartbreaking to see all that threatened right now.”
Amid Remdesivir Euphoria, Trump Plans ‘Operation Warp Speed’ For Vaccine
The plan is expected to cost billions of dollars.
Fed Says Virus Causing ‘Tremendous’ Human, Economic Suffering. Punts On IOER
“…sharp declines in economic activity and a surge in job losses.”
4 Charts Reveal Extent Of Collapse In US Services Sector
Not all of them are necessarily intuitive.
The Great Coronavirus Recession Has Begun
Mother Nature had other plans.
Stocks Are Too Rich For Rich People, Europeans Are Terrified, And A ‘Remarkable Liquidity Opportunity’
“The same can be said for investors who were concerned as the equity market approached the lows.”
How Many Trillions Equals Negative 1? (And 100-Year Floods That Happen All The Time)
Don’t forget the lessons from March.
Give Me Bacon Or Give Me Death: Trump Orders Meat Plants Open As Shortages Loom
No more “road blocks”.
Marko Kolanovic Delivers New COVID-19 Analysis. Says ‘Research Should Not Be Biased By Political Views’
“It should go without saying”…
As Consumer Confidence Falls Most In 47 Years, Kevin Hassett Appeals To ‘God’ For Recovery
In case you were curious, Hassett sees the jobless rate rising as high as 20% by June.
How Great Would It Be If Jeff Gundlach Shorted Stocks Just Before The Fed Starts Buying Them?
Mnuchin told Sorkin only that Fed buying is “highly unlikely”.
‘Better Odds At The Neighborhood Craps Game’
I suppose that’s just as good a summary as any.
Trump: ‘Smart People’ Are Buying Stocks Right Now
“It’s not going to be that long†of a process.
The ‘Long-Term Stock Market Bear Argument,’ As Told By A Pro
“I have spent my entire career immersed in a giant bull market. I know nothing different.”
‘This Crisis Will Impair Living Standards For Most Of The Decade’: Scott Minerd Delivers Another Dire Warning
“…the United States will never be able to return to free market capitalism.”
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