Patience, Curveballs, and Golden Gifts Many moons ago, Ben Franklin famously said that in this world nothing is certain “except death and taxes.” Perhaps [...]
[Reuters] Wall St Week Ahead Year-end rally in US stocks faces twin tests as Fed, inflation data loom [Yahoo/Bloomberg] Decisive moment arrives with $4 [...]
Setting the stage for analysis of the Fed’s new Z.1, Q3 was not your typical quarter. For starters, GDP posted a 5.2% growth rate, more than doubling Q2’s [...]
[Yahoo/Bloomberg] Wall Street on Hold as Jobs to Test Fed-Pivot Bets: Markets Wrap [Yahoo/Bloomberg] China Stocks Test Critical Support Levels as Selloff [...]
[Yahoo/Bloomberg] Stocks and Bonds Churn as BOJ Rattles Traders: Markets Wrap [Yahoo/Bloomberg] Global Bond Rally Stalls as BOJ Hike Bets Meets US Jobs Caution [...]
[Yahoo/Bloomberg] Stocks Keep Rate-Cut Faith as Bond Rally Falters: Markets Wrap [Reuters] Oil drops as markets mull OPEC+ cuts’ efficacy, China demand [...]
[Yahoo/Bloomberg] Stocks Slip as Doubt Swirls Over Soft-Landing Bets: Markets Wrap [Yahoo/Bloomberg] Repo-Market Spikes Conjure Memories of September 2019 US [...]
[Yahoo/Bloomberg] Bonds, Stocks in Retreat as Rate Realism Seeps In: Markets Wrap [Reuters] Oil falls on demand fears and doubts over OPEC+ cuts [AP] This [...]
Out of the Gate and Ready to Run HAI’s working thesis is that global financial markets are in the late stages of a massive confidence bubble. Amid the [...]
[AP] Israeli offensive shifts to crowded southern Gaza, driving up death toll despite evacuation orders [Yahoo Finance] Homebuyer conundrum: If mortgage rates [...]
[Reuters] Wall St Week Ahead Tax-loss selling, ‘Santa rally’ could sway U.S. stocks after November melt-up [Reuters] Israel bombards southern Gaza [...]
Let’s get November documented, starting with notable headlines: “Biggest Blowout in Bonds Since the 1980s Sparks Everything Rally.” “S&P 500 Has [...]
