Stocks May Face Come-To-Jesus Moment In US Jobs Report
Early this week, I suggested US equities might be disquieted by a backup in rates
Early this week, I suggested US equities might be disquieted by a backup in rates
Albert Edwards has a bear narrative. More than one, actually. Albert’s collection of bear narratives
A couple of days ago, over a french press (mine) and a Mich Ultra (his)
Of all the purportedly puzzling dynamics bedeviling market participants in their belabored efforts to makes
“So, welcome aboard! Oh, and by the way: You’re not going to convince Albert. Don’t
By the end of jobs week in the US, market participants were still asking the
With two months in the books, 2024’s been generous to equity bulls. Both big-cap US
Last month, I spent some time editorializing around a 2024 outlook piece which echoed many
Going strictly by the data calendar, it’ll be a quiet week for the world’s largest
In the days ahead, markets will hear from a veritable procession of Fed speakers who,
“Forecasting is challenging,” SocGen’s Andrew Lapthorne wrote, in his latest. “Some would say impossible.” He’s
“With growth remaining subdued, the onus is on accommodative policy, ample liquidity and lower/contained interest
SocGen’s Albert Edwards has some concerns going into 2024. If you’re looking for rosy outlooks
This week started out like every other week in the world’s conflict zones and across
“We believe much of the optimistic scenario is already reflected in US equity prices today.”
There’s a “big mystery” about 2024. It’s related to the “one question” I posed previously
US rates bear flattened ahead of this week’s key macro data, perhaps not surprising on
Contracting liquidity was supposed to pressure US equities during the dog days of summer and
I doubt I’m telling readers anything they don’t already know when I say year-ahead outlook
Goldman’s David Kostin channeled Taylor Swift for his 2024 US equity outlook, released on Wednesday.
The tide appears to be turning a bit for professional investor sentiment. At regular intervals
“The ‘bad news is good news’ zone may be quite narrow,” JPMorgan analysts led by
“Investors’ pessimism is rising.” So said JPMorgan analysts led by Marko Kolanovic on Monday. It’s true.
We’ve entered “a new phase of the rising rate saga.” That’s according to Goldman’s David
“Sell the last hike.” That’s been the mantra for one of the sell-side’s most recognizable
Readers have heard a lot (too much, maybe) from me on the bear steepener over
Are we in a late-cycle backdrop? Or are we in the process of witnessing “immaculate
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