US Stocks Just Saw Their Fourth-Largest Inflow Ever
If you’re keeping track at home — and who isn’t, right? — US equities just
Meanwhile, In Israel
Israel can’t fight a war in Yemen. I’m just putting that out there. Early Friday
Netflix Delivers Solid Quarter As Paid Adds Crush Estimates
It’s been a very long time since Netflix’s quarterly results counted as a major market
‘Bad Stuff Happens’: Albert Edwards Dreams Of A Tech Crash
Is the Nasdaq about to “crash”? No. I suppose the answer depends on your definition
Biden’s Candidacy Not Viable As Top Democrats Defect
If I were a bettin’ man, I’d have to wager that Joe Biden won’t ultimately
‘Wide Open’
The July ECB meeting was a non-event. I know everyone was on tenterhooks. That latter
US Jobless Claims Bolster Case For September Fed Cut
If you were looking for additional evidence to support the notion that the Fed’s almost
Dances With Wolves
“I see you got the pink one.” We’d just settled into a table at a
Behind 2024’s Biggest Tech Wreck
America’s mighty mega-caps were under siege on Wall Street mid-week. The Nasdaq 100 was down
When The Chips Are Down
The chips were down on Wednesday. Literally. Semiconductors were summarily shellacked following a Bloomberg report
US Housing Prays For Fed Cuts
New construction activity in the US rebounded last month from what, as initially reported anyway,
‘Geopolitical Conflict’ Is Top Worry For Fund Managers
For the first time in six months, higher inflation and the monetary policy implications of
Iran Wanted To Assassinate Trump Too
Just after noon on November 2, 2018, Donald Trump did a silly thing. In what
In US Equities: Regime Change Or Positioning Squeeze?
The rotation hype escalated on Tuesday, when US small-caps yet again stole the show. I’ve
Melt-Ups, Crash-Downs And Close Calls
If you’re curious, the realization of a latent, mechanical equities bid from vol control cohorts
Reports Of American Consumer’s Demise Were Greatly Exaggerated
It was another rough day for macro forecasters. Actually, wait. The joke’s on me. And
BofA’s Equities Business Stands Out Again. NII To Rise In H2
Net interest income at Bank of America slipped on a YoY basis for the second
Is The Rotation For Real?
Is the rotation for real? That’s one key question for equity investors going forward. As
Heir Apparent
Trump-Vance. That’s the ticket. To where I don’t know. Like a lot of Donald Trump’s
Trump Dodges Another Bullet As Cannon Kills Documents Case
Donald Trump dodged a bullet. [Looks around at the audience. Waits. Crickets. Waits. Still crickets.]
Pointless Powell Cameo Produces Nothing Of Substance
A series of benign reads on price growth in the US added incrementally to the
Jury’s Still Out On David Solomon’s Goldman
Oddly enough, Goldman didn’t capitalize on the beginnings of an IB renaissance in Q2. Or
China’s ‘Shocking’ Domestic Slowdown Stuns Economists
When it comes to “strategic competition” between the world’s two largest economies, Xi Jinping’s doing
Trump’s Odds, Stocks And The Grover Cleveland Analogue
Prediction market odds took another turn in favor of Donald Trump in the wake of
Live By The Gun…
It’s “too soon,” I suppose, to state the obvious, but I’ll do it anyway: Donald
Crowded Macro Agenda Takes Backseat To US Political Melee
Needless to say, macro news and market coverage will take a backseat in the coming
‘Martyr’ Trump Survives Assassination Attempt
“Let me get my shoes,” said Donald Trump, calmly under the circumstances. His coiffed pompadour
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