This might be the most fascinating market backdrop of my career. Not yet as dramatic as 1987, 1990, 1994, 1997, 1998, 1999, 2000, 2002, 2007, 2008, 2009 or [...]
[Bloomberg] Treasuries Fall, Stocks Rise on Price Data: Markets Wrap [Bloomberg] U.S. 2-Year Yield Tops 2% for First Time Since Financial Crisis [Reuters] U.S. [...]
[Bloomberg] U.S. Stocks Rise, Dollar Slips With Bonds Steady: Markets Wrap [Bloomberg] Oil Trades at Three-Year High After U.S. Stockpiles Drop Again [Reuters] [...]
[Bloomberg] Treasuries, Stocks Slump on China as Dollar Falls: Markets Wrap [Bloomberg] Treasuries Slide as China Said to View Them as `Less Attractive’ [...]
[Bloomberg] U.S. Stocks at Records as Dollar Gains, Bonds Fall: Markets Wrap [Bloomberg] Wall Street’s Rising Euphoria May Spell Trouble for Stock Market [...]
[Bloomberg] U.S. Stocks Mixed as Dollar Gains With Crude Oil: Markets Wrap [Bloomberg] Equity Euphoria Grips the Entire World [Bloomberg] Fed Eyes Financial [...]
[Reuters] ECB should fix date to end bond purchases: Weidmann [Reuters] Fed officials are already plotting how to combat the next downturn [Bloomberg] White [...]
[Reuters] China tightens rules on commercial lender shareholders, entrusted loans [Reuters] Businesses cautious in installing patches to fix chip flaw [FT] [...]
Financial conditions are much too loose. They remain too loose at home; they remain too loose abroad. January 3 – ETF.com (Heather Bell): “…ETF flows [...]
[Bloomberg] Bond Pare Gains, Stocks Higher After Jobs Report: Markets Wrap [Bloomberg] U.S. Added Fewer Jobs Than Expected in December [Bloomberg] U.S. Trade [...]
[Bloomberg] Stocks Rise on Global Growth Outlook; Dollar Slips: Markets Wrap [CNBC] Treasury yields climb after jobs data blows past estimates [Reuters] Oil [...]
[Bloomberg] Dollar Halts Slide; U.S. Stocks at Record Highs: Markets Wrap [Reuters] Oil hits new two-and-a-half year highs as higher output looms [Bloomberg] [...]
[Bloomberg] European Stocks Slide; Dollar Extends Decline: Markets Wrap [Reuters] Oil posts strongest year opening since 2014; Iran unrest pushes up crude [...]
[Reuters] As U.S. budget fight looms, Republicans flip their fiscal script [CNBC] Here are three key global themes set to dominate markets in 2018 [Bloomberg] [...]
[Bloomberg] China Factory Momentum Remains Intact Amid Smog and Debt Curbs [Bloomberg] China December official services PMI edges up to 55 [Bloomberg] Trump [...]
