‘Expect More, Not Less Geopolitical Tension’
News out of Eastern Europe was predictably foreboding on Thursday. Kyiv says it’s being forced
News out of Eastern Europe was predictably foreboding on Thursday. Kyiv says it’s being forced
If you “hate” stocks, you’ll love cash. Admittedly, this story feels a bit tired, but
Over the past week, quite a bit of digital ink was spilled editorializing around the
Two-thirds of the nearly 300 panelists who participated in a closely-watched survey of fund managers
As you might’ve noticed recently, equities aren’t inclined to believe central banks when it comes
I’ve mentioned this on several occasions of late, but it’s worth repeating: Career risk is
“Chaotic.” That’s how JPMorgan analysts led by Marko Kolanovic described last week’s price action, torn
Nearly $50 billion flowed into global equity funds over the past four weeks, according to
Eventually, “risk markets will have to reconnect with the late-cycle backdrop.” That’s according to JPMorgan
The plane metaphors are as tired as they are ubiquitous. When it comes to analogies,
“We are skeptical about a durable rally,” JPMorgan analysts led by Marko Kolanovic said Monday.
“Pause is not enough.” That’s one of four possible macro scenarios included in JPMorgan’s 2023
2022 was unambiguously bad for bonds. You might say laughably bad, assuming you can find
“The baseline remains,” JPMorgan strategists wrote Monday, summarizing the bank’s views across assets and markets.
Fund managers have virtually never been this bullish on long-term bonds. Or at least not
Vladimir Putin is facing the very real prospect of defeat in Ukraine. Not just morally
It’s “Ok, what now?” time. Both for equities and the economy. The summer stock rally
Given a demonstrable deceleration in various measures of economic activity over the past month, it’s
If this week turns out to be anything like last week for US equities, it’ll
Barring a reversal of fortune, 2022 will be remembered as the year the “slow-flation” macro
“It looks as if the market has lost its tolerance for non-zero rates,” Deutsche Bank’s
Who’s inclined to catch a falling knife? Not me, I’ll confess. Or at least not
Stocks are likely to rebound this week amid rebalancing, hedging dynamics, incremental buyback flow and
“Our view has (always) been that crossing an imaginary red line can’t be a sufficient
Traders and investors will hear from a long list of Fed speakers in the new
Early last month, three weeks prior to Russia’s invasion of Ukraine, Goldman called liquidity the
I’m not sure how many people had “World War III catalyst” on their commodities supercycle
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