It’s Not Going Away. And There’s No Going Back
The US and Europe have now seemingly lost control of the virus — again. Although
The US and Europe have now seemingly lost control of the virus — again. Although
It’ll be “tough” for equities to keep hitting new highs now that volatility, spreads, and
Markets were optimistic Friday as investors awaited news on fiscal stimulus in the US and
Global risk sentiment deteriorated markedly on Thursday as virus fears, waning odds of a pre-election
Steve Mnuchin did something exceedingly rare for a top Trump administration official on Wednesday —
“If related enterprises are transferring technology abroad during trade, investment or technical cooperation that fall
Europe had its first brush with deflation in four years in August, as the effects
The European recovery narrative, already under siege from an increasingly disconcerting uptick in coronavirus cases,
New coronavirus cases in Germany jumped the most since April, underscoring fears that Europe is
The US kicks off the new week mired in another political crisis. “Alarmingly, across the
Foreboding headlines around COVID-related travel restrictions put a dent in risk appetite Friday, as the
Are 60:40 and risk parity funds “doomed”? It’s a question worth considering in a world
GDP readings out of Europe Friday betray eye-popping contractions that would have been unfathomable in
So far, 2020 has been defined by a pair of “big market themes” that keep
Dollar weakness is becoming the consensus narrative, which probably means we’re about to witness some
“No laughing matter”. That’s how one bank described the escalating consular battle between the US
“Sometimes a slippery slope is a good thing”, wrote former trader Richard Breslow on Tuesday.
After some 72 hours of needlessly fraught negotiations aimed at sealing a deal to launch
The ECB kept everything unchanged at its July meeting, as European leaders attempt to hammer
“The entire professional investor universe is, in my mind, basically a momentum trader themselves”.
“Where the prophet of doom sits”.
How much duration supply will the central bank sponge soak up?
Responsible behavior.
At least America has something going for it.
“Extraordinary policies will be required to walk the tightrope towards recovery.”
And what comes next?
The bazooka gets larger.
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