Lingering Roadblocks
Lip service to bipartisanship aside, the White House is not enamored with the notion of
Lip service to bipartisanship aside, the White House is not enamored with the notion of
The pain trade for stocks is probably higher. And by “stocks,” I mean real stocks.
Last week, as market participants pondered the potential knock-on effects from the engineered short squeeze
There are plenty of lingering questions on Wall Street and not a lot of answers
One of the most ridiculous weeks in recent memory ended with a flourish, as US
“Liquidity, not low bond yields, is fueling this market, and market behavior is so speculative
Apparently, the GameStop fight (which by now includes many more names than just GameStop) has
Suddenly, the pro-cyclical rotation catalyzed by the prospect of more fiscal stimulus (think: A unified
For markets, some trepidation crept in as the curtain closed on Inauguration Week in the
Name something more potentially dangerous than “a large, fundamentals-agnostic, owner of equities.” Go ahead, I’ll
I’m not sure you could call it “angst,” exactly. Coming off the weekend, US markets
You can thank, in part anyway, the virtuous volatility compression feedback loop for US equities’
While headlines will invariably revolve around Donald Trump in the new week, the market will
“To wake [up] and see Bitcoin down 15% at one point overnight was certainly reflective
The first week of the new year promises no shortage of melodrama in the US,
In the immediate aftermath of the US election, markets cheered what was variously billed as
US equities managed to pare losses Monday, rebounding from fairly steep declines catalyzed by renewed
Every box was checked. The worst-case, “science fiction” election outcome didn’t play out, even as
“Some worry,” is an industry mainstay when it comes to language the financial media employs
Let’s talk bullish catalysts. Or, if you like, we can call them “factors with the
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
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