‘At The Depths, We Maintained That A Quick Recovery Was Likely’: Marko Kolanovic Wonders If You Noticed How Right He Was…
If you have further questions…
If you have further questions…
…you’re left to question both the will and the ability of Beijing to prolong the global cycle.
The macro narrative is now bifurcated.
But hey, look at the bright side…
“For now, the bull marches precariously on.”
“… we expect almost no earnings growth for 2019.”
“…we suspect that neither is a bullish signal for equities.”
If you’re not feeling particularly inspired about risk assets to start the week, you’ll be forgiven.
At least we know what 2019’s consensus longs are.
Fear is self-reinforcing.
“Make BTFD great again”.
The man with the plan.
Way back in April, two months after investors too young to remember a time when
“Although certainly not cheap, US equities maintain a backing from new US economic policy, given the agenda to boost growth (corporate tax cuts, infrastructure spending, tax rebates for offshore cash repatriation) and scale back of regulations in key sectors.”
The rotation hype escalated on Tuesday, when US small-caps yet again stole the show. I’ve
The US economy added more jobs than expected last month while revisions subtracted 111,000 from
Generally speaking, you should be able to venture a good guess as to whether high
In a best-case scenario, US equities could rise another 16% through year-end. That’s according to
The US economy added far more jobs than expected in May and wage growth was
There’s no shortage of bubble talk in 2024 and with Nvidia now more valuable than
Everybody knows what could go wrong, right? If not, allow me. Monetary policy’s “long and
If you ask me, the most interesting aspect of Mike Wilson’s 48-page mid-year US equities
Goldilocks or bust. The US economy added 175,000 jobs in April, the BLS said Friday
It’s one of “those” weeks on the US macro front. By that I mean the
It’d be too much to suggest a pivotal week looms for macro watchers, but market
Equity bears are caught in a kind of insanity loop. Generally speaking, bear cases fall
An update on US inflation and the start of earnings season for corporate America will
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