‘This Was Not A Rally To Take Seriously’
Global equities took the largest selloff in US shares since June largely in stride, although
Global equities took the largest selloff in US shares since June largely in stride, although
Lost in a truly egregious rout for US equities on Thursday was news that Steve
On Thursday morning, tech shares in the US plunged in what was poised to be
In what certainly felt like a combination of capitulation and forced buying, US equities accelerated
Following Tuesday’s absurd run-up in shares of Zoom, it’s worth taking a moment to say
The Nasdaq touched another new record Tuesday, as a variety of dynamics (both fundamental and
The tech “crash up” went vertical Tuesday as shares of Zoom took off on a
There’s been no shortage of hand-wringing over the past two weeks (give or take) about
For markets, the week ahead will likely be defined by what Jerome Powell says about
Earlier this month, I revisited the risk parity discussion as it relates to the viability
Here we go again. It’s probably fair to say that the pro-cyclical rotation witnessed earlier
Are central banks all that matter? Or, as Nomura’s Charlie McElligott wondered late last month,
The last two weeks of August will likely witness stabilization in the US rates space
If you’re searching for a reason to fret about US equities perched at record highs
Who’s concerned about inflation on the heels of the biggest global demand shock in at
Make it five. Treasury yields rose a fifth session Thursday after the closely-watched 30-year sale
The pro-cyclical nature of the action in US equities witnessed over the past several sessions
Markets exhibited a desire to extend the pro-cyclical bent witnessed over the past couple of
The market delivered a warning to gold bulls, big-cap tech investors, and dollar bears on
A July jobs report billed ahead of time as a potential game-changer for a market
No, Donny, these men are nihilists. There’s nothing to be afraid of. —Walter Sobchak “Nothing matters but liquidity”, BofA’s Michael
Same story, different day was the mantra for the dollar and gold — or at
Lord & Taylor filed for Chapter 11 on Sunday in Richmond, Virginia, a stark reminder
As evidence mounts to support the contention that economic activity in the US is leveling
Are 60:40 and risk parity funds “doomed”? It’s a question worth considering in a world
It was nobody’s idea of a “good” day. The worst economic downturn since the Great
Markets are generally resilient in the face of a few lackluster earnings reports and a
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