For US Stocks, A ‘Spooky’ October. Sky’s The Limit After That
Goldman’s Scott Rubner is worried. About two things. First, he’s worried he might not be
Open House
“Would you ever consider a mortgage?” That was the question posed to me earlier this
US Private Hiring Solid, Pay Growth Tame In Sunny ADP Release
The US labor market’s resilient. Just like US consumers. Those two things — jobs and
Meanwhile, In The Equity Vol Space
US markets traded with a risk-off vibe to kick off Q4 in the presence of
Fed’s Labor Market Narrative Intact After Mixed JOLTS Release
Job openings across the world’s largest economy rose above eight million for the first time
US Factory Recession Rolls Into Second Year With Election Looming
The US manufacturing sector just spent another month in contraction. “Breaking news,” I know. No
He Hates These Dots
Jerome Powell spoke Monday at a NABE conference in Nashville, where he said a whole
Asia’s Favorite Trade Goes Wrong-Way
Where’d the money come from? What was the source of funds for Monday’s pre-holiday buying
FOMO Charts From China’s Black Swan Rally
The sense of “FOMO” in China is “increasing.” So said Goldman’s Scott Rubner on Monday,
In China, ‘It’s Absolutely Insane’
Chinese equity investors are an excitable lot, God bless ’em. And international investors were woefully
Jobs And Jay
It’s the first week of a new month and you know what that means: Top-tier
Peace To War, Bonds To Commodities
Bonds. Where to from here? US Treasurys are on track for a second straight annual
Turning Point
[Editor’s note: In light of the historic significance of the events which unfolded in Beirut
‘Judgment Day’
“Here’s the truth,” Benjamin Netanyahu said Friday, addressing the UN General Assembly. “Israel yearns for
Money Funds, Stock ETFs Inundated In 2024 Flow Bonanza
Meanwhile, on the flows front. US money market funds just saw one of their largest
The ‘Bubble Dream’
What’s not to like? If you’re well-off, reside in an advanced economy and aren’t bothered
In China, Raging Bull
It was a blockbuster week for Chinese equities. An out-and-out barnburner. On Friday, mainland shares
Dear World: He’s Not Listening To Us Anymore. You’re On Your Own.
It doesn’t seem, to this observer anyway, that Israel’s interested in deescalating the situation in
Get In, Comrade. We’re Going To Hell
Fool me once… Hong Kong-traded Chinese shares rose for a 10th consecutive session on Thursday.
Results (Still) Pending
The good news is, a marquee measure of US pending home sales no longer sits
Fed Math: 3% Growth, 2.8% Core Inflation, 218k Jobless Claims = 50bps Cuts
If the US labor market’s Clark Griswold driving full-speed through a “road closed” sign on
Albert Edwards Sees ‘Crisis’ Brewing In Rock-Bottom Saving Rate
A few days ago, SocGen’s head of US equity strategy, Manish Kabra, officially upgraded US
New Versus ‘Used’: A Tale Of Two Housing Markets
New US home sales held up pretty well in August, data out Wednesday showed, even
You must be logged in to post a comment.