‘Peak Goldilocks’: Why The Party May Be Over
It’s “tempting,” one bank says, to believe “peak Goldilocks” has come and gone. The combination
It’s “tempting,” one bank says, to believe “peak Goldilocks” has come and gone. The combination
Notwithstanding what, thanks to a Teflon labor market, is a bulletproof facade, the US economy
Last year was a veritable disaster for pretty much any version of the vaunted 60/40
July 13, 2024 The world’s largest economy just turned a corner. The latest CPI
Goldman is raising their near-term S&P target. Or perhaps it’s more apt to say they’re
If you’re looking for “signs of greed,” BofA’s Michael Hartnett sees one. He probably sees
Nearly $50 billion flowed into global equity funds over the past four weeks, according to
“Soft landing” or “hard landing”? The plane metaphors are a bit grating by now. As
In January’s monthly letter, I noted that rates strategists are on board with the notion
If you can discern a theme du jour amid rampant macro ambiguity in the early
It’d be highly unusual if US Treasurys suffered another year of negative returns. In fact,
The plane metaphors are as tired as they are ubiquitous. When it comes to analogies,
Larry Summers thinks it’s a bad idea for central banks to adjust their inflation targets,
If you ask Goldman’s clients, the odds of a US recession in 2023 are pretty
“The humans are still bearish but a lot less bearish than in Q4,” BofA’s Michael
Barring a Christmas miracle, 2022 will be the worst year for US equities since 2008.
Main Street scored a rare “win” over Wall Street in 2022. I’m not sure that’s
Notwithstanding the recent rally that found 10-year US yields below 3.5% on Tuesday following another
Global growth expectations might’ve bottomed this month among fund managers. That’s according to the December
Fed officials have uniformly rejected the notion that it may ultimately be impossible to restore
It’s fair to say markets are obsessed with the idea that the last Fed hike
Is the rebound in risk assets sustainable? That question burns after the Dow rallied into
I’ve said it before, and there’s no telling how many more times I’ll say it
The US economy added more jobs than economists anticipated in November and wage growth rose
The recent rally in equities in part reflects the market front-running an eventual negative payrolls
“It’s all a US dollar trade,” Nomura’s Charlie McElligott said Monday, while recapping the trio
The consensus is that stagflation is the consensus. The awkward wording there is intentional. At
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