‘Full Bull Run’
US equity futures were higher ahead of Friday’s all-important nonfarm payrolls report, which, as expected,
US equity futures were higher ahead of Friday’s all-important nonfarm payrolls report, which, as expected,
Joe Biden wants to tax corporations at a higher rate in order to help offset
“This is a challenging time for Archegos Capital Management, our partners and employees,” Karen Kessler,
Pernicious fictions You can feel the ground shifting. The pandemic forced the issue. Around this
Between an accumulated rebalancing “miss” in 2020 and equity outperformance during the first quarter of
Meanwhile, in the land of the make-believe, Bitcoin hit a new record over the weekend,
“Out of the woods” is everywhere and always a perilous phrase. No matter the context,
Meanwhile, from the “why not?” files. On a day when Tesla disclosed a $1.5 billion
Amazon turned in an impressive set of results on Tuesday after the closing bell on
“The Empire Strikes Back,” Nomura’s Charlie McElligott chuckled on Thursday, as platforms began to implement
On New Year’s Eve, as the curtain closed on what, for those lucky enough to
The US corporate bond market remains robust coming off a banner 2020. Last year, both
JPMorgan kicked off earnings season Friday, with Wall Street’s five largest banks on track to
It’s not that the punchlines aren’t there. Rather, it’s that the punchlines are so obvious
I have to tell you: What interests me isn’t always what “sells” for the financial
Another day of convoluted stimulus headlines stateside found lawmakers striking what one Senate aide described
A couple of weeks back, JPMorgan’s Nikolaos Panigirtzoglou weighed in on the possible ramifications for
Outside of housing, there’s little in the way of data on the docket stateside in
US equities managed to recover from fairly steep early losses to close mixed Thursday, as
“Before the Trump administration came along and decimated the Appellate body, a case like this
Amid a back-up in yields stateside and ongoing upside “surprises” in key data points both
Markets (or, at least the financial media) seem enamored with the idea that Donald Trump
It’s “fingers crossed” time. Fingers crossed that an egregious downside miss on ADP employment doesn’t
“With the simple mathematical reality of realized volatilities over short-term (trailing) windows likely collapsing lower
“…significantly higher from last year but not massively so”.
“Equity issuance has skyrocketed to $170 billion this year”…
We’re not all the way down the road to 100% administered markets, but the crisis has accelerated our journey.
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