2001, 2015, 2008, 2020 And Right Now
It’s not over yet, but with 70% of S&P 500 market cap having reported earnings,
It’s not over yet, but with 70% of S&P 500 market cap having reported earnings,
“Looks like the CIA are avid readers of Zoltan Pozsar.” That’s a real quote from
Rabobank’s Michael Every is having none of it. By “it,” I mean any variation on
For the better part of a dozen years after the financial crisis, central banks were
Retail sales plunged in China last month, key data out Thursday showed. While the 5.9%
Rates aren’t high enough yet. If you like tautologies, that’s the best way to explain
“COVID zero” in China is over. Not officially, and maybe not for good. But de
I assume this is obvious, but what’s obvious to me isn’t always clear to the
Just two days after China’s cabinet tipped the “timely and appropriate” use of monetary stimulus
It was happening again on Tuesday. “It” means an unwelcome easing of financial conditions courtesy
It’s a good thing they have a 20-point plan! Retail sales in China unexpectedly contracted
I’ve said it before, and I’ll say it again: I don’t envy anyone tasked with
“China is the Alternative,” read the title of a somewhat dispiriting blog post published Friday morning in
Tuesday brought more drama in Chinese markets. A day on from an egregious selloff in
The rapidity (perhaps “ferocity” is more apt at this juncture) of Fed hikes has markets
There’s most assuredly a tie in between the naked politicization of the world’s most financialized
A year ago last month, the Norges Bank became the first central bank to raise
If you ask Goldman, a so-called “Plaza Accord 2.0” isn’t especially likely to come together.
Last month was especially cruel to equities. September lived up to its nefarious seasonal reputation.
It really should’ve been worse. Or, if that’s too strong, we can say that it
The question is no longer “How long until something breaks?” Something broke this week. It
Market chatter around the prospect of a global accord aimed at halting the dollar’s inexorable
Markets moved closer to what felt like a breaking point Friday. FedEx’s bleak remarks on
The Fed is in the inflation fight for “as long as it takes,” Lael Brainard
Admittedly, I ran out of creative ways to tell the same story about the yen
The outlook for the beleaguered Chinese economy darkened further as trade data for August underwhelmed,
Wanted: “A specialized repair company.” If that’s you, and you can ensure the “complete elimination
You must be logged in to post a comment.