Are Stocks Primed For A New ‘FOMO Chase Melt-Up’?
Wall Street snapped its best win streak of 2024 on Tuesday, when the S&P slipped
Are Betting Markets Mispricing The September FOMC Meeting?
The size of next month’s rate cut from the Fed depends almost entirely on the
The Mechanics Of A History-Making Market Turnaround
By now, regular readers are well apprised of the extent to which the August “whiplash”
China’s Property Crisis Reaches Tipping Point As Xi Green-Lights Price Wars
China’s letting the market determine the clearing price for new homes. That’s a new idea
‘Straight Cash Homie’
As anyone who keeps tabs on markets is aware, inflows to cash are largely unabated.
Sequencing S&P 6,000
There’s a tactical opportunity to buy the dip between now and the September FOMC meeting.
Goldman’s Rubner Sees Dip-Buying Window In ‘RINO’ US Equities
“This is a no rules market,” Goldman’s Scott Rubner said Monday, writing from West Palm
‘Bad Is Bad,’ ‘Good Is Good,’ Mike Wilson Says
Bad news became bad news early this month. Maybe you noticed. In a world where
Aftershocks: Crowded US Tech Stocks, Yen Still Pose Risk To Markets
Is it over? The (growth) scare and the (vol) shock, I mean. In some respects
What Usually Happens When Fund Managers Are This Worried About Fed Policy
Pros are more convinced than ever that monetary policy’s too restrictive. That was one of
JPMorgan Identifies ‘Point Of No Return’ For Stocks After Selloff ‘Dress Rehearsal’
When should you throw in the towel on the equity rally? Not on August 5,
There’s One Helluva Disconnect Buried In Wall Street’s 2025 Profit Forecasts
A few days ago, I revisited “the enduring paradox” of an equities bull case built
Eyes On Jackson Hole As Powell To Confirm First Fed Cut
Jackson Hole’s on deck. That’s pretty much all you need to know about the third
Behind The Scenes Of August’s ‘Wall Street Whiplash’
Everybody’s astounded by the rapidity of the market recovery from the August 2-August 5 growth
What Panic? Global Equities Run Inflow Streak To 17 Weeks
Historically, August is a challenging month for equity flows. But here we are two weeks
Mood Swings
US consumer moods improved marginally early this month, apparently in response to Joe Biden’s decision
US Home Builders Just Stopped Building
Blame the weather if you like, but the pace of single-family home construction in America
Why ‘Many Fed Cuts Are A-Comin” Recession Or Not
“Green shoots!” BofA’s Michael Hartnett sees them. Exclamation point and all. In the latest installment
Should’ve Bought The Damn Dip
Guess you should’ve bought the dip. Who knew, right? Even absent the myriad structural factors
China’s Screwed
China’s mired in an intractable economic malaise. You’ve heard that how often from me? This
US Builders Leaned Heavily On Incentives Ahead Of Mortgage Rate Plunge
Given the sharp decline in financing costs witnessed in recent weeks, you might expect homebuilders
US Recession Postponed Again As Retail Sales Soar, Jobless Claims Drop
Consumerism! It’s a helluva thing. America’s legions of incorrigible spendthrifts didn’t get the recession memo
The Enduring Paradox Of A Bull Case Built On Rate Cut Hype
An equity rally built on expectations for aggressive rate cuts is inherently paradoxical. If you’re
Meanwhile, In Ukraine News…
Ukraine invaded Russia the other day which is — you know — funny. That’s not
US Inflation Report Benign Again, With Shelter The Only Blight
US inflation was benign again in July, crucial figures released on Wednesday showed. Core price
Refis Reheat In Otherwise Frozen US Housing Market
US housing (all housing, everywhere, now that you mention it) is sensitive to rates. By
UK Services Inflation Ebbs Sharply In Good News For BoE
The Bank of England will cut rates twice more this year, according to traders, who
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