Bulls, Bears And Surprises
Like most people who harbor generalized doubts about humanity, not much surprises me. I often
Like most people who harbor generalized doubts about humanity, not much surprises me. I often
JPMorgan’s Marko Kolanovic worries investors are exhibiting signs of irrationality. “For a rational investor, we
Buyer beware? This is a challenging moment for investors attempting to discern whether a long-in-the-tooth
If you, like me, have noticed that the price of certain impulse buys in the
Is the bear market over? If that’s your question, you need to specify. Which bear
Jeff Gundlach thinks it’s likely the Fed will be compelled to abandon their “higher for
The rush into cash continues unabated. Money market fund assets ballooned by an additional $117.4
If you ask fund managers who together steward some $600 billion in AUM, the biggest
The case for fear and, more to the point, recession, isn’t difficult to make now.
Not even bank runs (and bank collapses) are sufficient to compel equity investors to capitulate.
Investors rushed to safe cash over the past week like there was a pandemic afoot.
JPMorgan’s Marko Kolanovic has a message for markets: “There are many carry trades, and they
The crisis at Silicon Valley Bank managed to outcompete US payrolls for space above the
2023 was supposed to be the “year of the bond.” The thesis behind that mantra
Cash is king. For once, that’s not just a tired cliché to describe risk aversion.
“An era of extraordinary monetary policy is over,” BofA’s Michael Hartnett declared, dusting off a
We withstand all threats, shelling, cluster bombs, cruise missiles, kamikaze drones, blackouts, and cold. We
“War, protectionism, de-globalization… higher inflation, higher rates,” BofA’s Michael Hartnett wrote. In the latest installment
Late last month, in “Plane English,” I expressed something akin to exhaustion with market participants’
In the new week, markets will be treated to more key economic data impacted by
Headed into this year, a generic narrative about bullish equity sentiment went something like this.
If it’s deficit and debt doomsaying you’re after, I’m not your guy. Regular readers are
The likely result of a “no landing” macro environment in the first half of 2023
The Fed’s mission is “very much unaccomplished.” That’s according to BofA’s Michael Hartnett, but more
If you ask Loretta Mester, demand across the US economy isn’t weakening as much as
If you were wondering just how pot committed the Kremlin is to Vladimir Putin’s imperialist
Two-thirds of the nearly 300 panelists who participated in a closely-watched survey of fund managers
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