Hard Landing Harbingers
“Ignore the signal at your own risk.” That was the stark warning from Cam Harvey,
“Ignore the signal at your own risk.” That was the stark warning from Cam Harvey,
There’s a suspicion in some corners that the Fed, for all its bluster about being
On Friday, a trader told one financial media outlet that the bull case for equities
If you ask BofA’s Michael Hartnett, this is no time to get comfortable. “We use
Bond yields should be lower. At least at the long-end. That’s not an assessment based
Last month served as a reminder of the peril inherent in declaring the worst over
“Stocks love booms.” And fiscal largesse is conducive to nominal booms. Makes you wonder why
I’m hesitant to quote or otherwise amplify familiar bearish prognostications predicated on a set of
Is the world changing or ending? Both, probably. We’re witnessing tectonic socioeconomic and geostrategic shifts.
Macro observers generally fall into two categories in 2023: Those who believe the world changed
Bonds are obviously one of the key market stories in August. Indeed, were it not
It was a tough week for global equities. Stocks were on track for their worst
Two months ago, I wondered if equity bulls were about to “lose their best friend.”
For an asset issued by a sovereign exhibiting signs of deteriorating governance and running an
Aeronautical metaphors for the US economy (and, more to the point, the Fed’s efforts to
Is it time to bet on commodities again? Already riding a huge run-up from the
US equity funds took in a small $322 million on net over the latest weekly
I’m reluctant to indulge discussions about US debt and deficits. Everyone is ready and willing
The rich are pretty confident in their capacity to both obtain various forms of credit
Is there any hope left for a macro bear case around the US economy? It’s
US equity-focused ETFs and mutual funds have pulled close to erasing a 2023 outflow which
Those of you old enough (or, as a reader once joked, while putting her own
Looking for a contrarian bearish indicator? Stocks would probably work. US equities are up 20%
Skepticism around the return of core inflation to central banks’ 2% target remains pervasive despite
For all the talk of a “FOMO”-driven equity rally, plain old fear is still more
I don’t love the narrative that says Fed policy is unduly loose based on the
Inflows to equity-focused ETFs and mutual funds persisted for another week, suggesting left-behind investor cohorts
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