ISM Miss Adds To ‘Cooling’ Narrative As Rebound Drags On
Rounding out a deluge of Thursday data was ISM, which missed for September, albeit not
Rounding out a deluge of Thursday data was ISM, which missed for September, albeit not
All’s well that ends with the Nasdaq posting its first weekly gain in four, I
Global equities were under pressure Thursday, as Jerome Powell’s perceived reticence on tweaks to the
We now know that SoftBank was the “Nasdaq whale”. For at least a week prior
Sam Zell is concerned about American cities. And you can probably guess why. Over the
If the Fed was hoping to stoke inflation expectations as part of a broader effort
Tencent shares were hit again Monday, falling nearly 5% as the market continues to fret
(Updates with comments from Pelosi, Schumer, Meadows, Mnuchin after latest negotiations) In an attempt to
[Editor’s note: The following is the latest commentary by Harley Bassman. If you’re not familiar
The times may be a changin’, but the post-pandemic world has served to entrench familiar market dynamics.
2020 is not a year during which you can write off indeterminacy using that old adage: “There’s always uncertainty”.
“…we see a high risk of a more orderly setback for risk assets”.
“…it’s hard to have that real conversation”.
“Moral hazard!”, everyone shouted, in unison.
“The veil is finally being lifted”.
“…some companies will die or their shares will devalue along the way”.
…and addressing potentially false narratives.
The road to a new paradigm will be bumpy to say the least.
UK faces worst annual contraction in 300 years.
“Reality” is what you make it.
“…symptomatic of a euphoric stock market”.
A reality check amid the equity market euphoria.
“…ahead of schedule.”
“The forces which will bring about inflation are aligning”.
“How can the market invest in a nation that does this?”
Just when you thought it was safe…
“I have spent my entire career immersed in a giant bull market. I know nothing different.”
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