Guest Post: Why One Trader Is A “Big Bitcoin Bear”
Via Kevin Muir of “The Macro Tourist” fame We all know Dirty Harry’s viewpoint about
Via Kevin Muir of “The Macro Tourist” fame We all know Dirty Harry’s viewpoint about
Sure, many Chinese citizens are so desperate to move money out of the country that they’re
On Thursday, G7 leaders agreed to a plan that would use investment returns on frozen
“We are not out of the woods yet on inflation,” JPMorgan analysts led by Marko
After a banner Q1 for risk assets, the second quarter was poised for a constructive
I don’t want to suggest Wall Street strategists are engaged in an effort to “explain
Blow-off top, blow-off equity flows? That’s one interpretation of the latest fund flows update, which
The macro narrative’s taking an unfavorable turn. So said BofA’s Michael Hartnett in the latest
Equity-focused ETFs and mutual funds saw a seventh week of inflows amid what some describe
Here’s a notable statistic: If US equities post gains during the final two months of
The rally on Wall Street, which looked poised for a breather on Tuesday, may or
The incoming macro data’s not going to tell us a consistent story. Maybe we should
Marko Kolanovic’s sticking with it, where “it” means a cautious approach to frothy markets. In
Fed cuts (or, more accurately, the expectation thereof later this year) are “sparking animal spirits.”
“Stay bullish.” That’s the message from a lot of people. From anyone you care to
The price action in 2024 suggests we’re either coming out of a recession or in
The raucous rally in stocks and bonds to end 2023 left markets “overbought and sentiment
Despite the ongoing rally at the long-end of the Treasury curve (which was risk asset
Part of writing about macro and markets in the post-Lehman world is coping with the
Small-caps outperformed during last week’s raucous US equity rally, but that’s where the good news
We need to update, refresh and modernize our systems and thinking. It occurs to me
I’ve said it over and over again, and it’s not an especially popular talking point
It’s not just your imagination, even if the narrative is (mostly) imaginary: De-dollarization is a
Notwithstanding terrifying warnings+ about “nonhuman minds that might eventually outnumber, outsmart, obsolete and replace us,”
Kevin McCarthy doesn’t want Joe Biden to “bumble” into a technical US default. That’s according
“We have interests in building a new geopolitics so that we can change world governance,”
I’ll confess to being a bit vexed by the idea that the US is expected
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