Agilent Technologies, Inc. (A) provides instruments, software, services, and solutions in life sciences, diagnostics, and applied chemical markets. On August 17, Agilent delivered better-than-expected Q3 numbers,...
The Bear Case In 12 "Charts Of Darkness" While most sellside analysts and strategists are throwing in the towel as the market continues its relentless meltup...
Rabobank: Welcome To The Mismatch Economy, The Implications Are Huge By Elwin de Groot, head of macro strategy at Rabobank Welcome to the Mismatch Economy! A...
What Do Credit Markets Know That Record-High Stocks Are Choosing To Ignore? It's often said (or at least it was before The Fed killed every market...
"This Is Reality" - NYC Is Reopening, But Businesses Aren't Coming Back Signs of an economic revival in Manhattan have been shattered by the sad reality...
A US FED official believes that Tether is a challenge to the financial stability and included the stablecoin among the plenty disruptors to short-term credit markets...
Thanks to central bank largesse, corporate bond markets weathered the depth of the Covid crisis well. Risks to credit markets today appear low with gradually improving...
Wall Street’s main indexes finished the session mixed after erasing earlier gains Global equities… The post Global equity markets firm ahead of key US economic data...
MSCI’s broadest index of Asia-Pacific shares outside Japan added 0.3%, Nikkei gained 0.4%, Australian… The post Asia shares drop from three-month high on inflation concerns first...
Morgan Stanley Asks What To Do When Everything Is Expensive By Vishwanath Tirupattur, global head of Quantitative Research at Morgan Stanley The title of our recently...
The pandemic was oil on top of an already burning inflationary problem, soon to grow into a wildfire.
The new chief executive of the Canada Pension Plan Investment Board has no plans to institute a blanket divestment of oil and gas assets during his...
US Futures Dip As European Stocks Finally Erase All Pandemic Losses, Hit Record High Global stocks hit record highs on Tuesday, supported by strong economic data...
Market Prices In Accelerated Fed Rate-Hike Timing/Trajectory; Specs Dump Bonds, Abandon VIX Shorts As stocks continue to rise ever higher, riding a carpet of global liquidity,...
By Adolfo Barajas and Fabio Natalucci Leverage, the ability to borrow, is a double-edged sword. It can boost economic growth by allowing firms to invest in...
Watch Live: Powell, Yellen Tell Congress Economic Recovery Has A Long Way To Go Fed Chairman Jerome Powell's whirlwind week of public appearances and monetary policy...
Republicans Greet Covid Stimulus with Another Round of Inflation Fearmongering Their cry-wolf act is well practiced but lacks credibility. Bruce Bartlett, TNR, March 15, 2021 ...
Dylan Grice: "The Bubble Is Just Beginning" Authored by Dylan Grice via TheMarket.ch, SPACs are hot, the IPO market is hot, credit markets are hot, commodities...
The Nasdaq made a sharp reversal this week, leading the markets’ surge and swinging back into positive territory for the year. The prospects of a $1.9...
The Top 10 Takeaways From JPMorgan's Conference Call On Asset Bubbles
Blowing Up The "Everything" Bubble Authored by Lance Roberts via RealInvestmentAdvice.com, Recently, I discussed the “Two Pins That Pop The Bubble,” specifically noting the risk of rising interest...
Recently, I discussed the "Two Pins That Pop The Bubble," specifically noting the risk of rising interest rates and inflation. However, the real threat is not...
15 Hedge Fund Managers Made $23 Billion In 2020 Some time in late 2020, a sellside analyst penned the term "K-shaped recovery" meant to describe a...
Dan Loeb’s letter to Third Point investors for the fourth quarter ended December 2020, discussing that the Reddit bubble is no different than the Tulip mania....
The Stock Market Is Broken, Now For All To See Authored by Wolf Richter via WolfStreet.com, The historic short squeeze, engineered by a bunch of deeply...
In his latest strategy note, Alastair George, the Chief Investment Strategist for international investment research and consultancy firm Edison Group, gives his outlook on global equity...
'Epic' Gold Market To Follow "Epic Stock Market Bubble" Authored by Egon von Greyerz via GoldSwitzerland.com, Most investors are more interested in getting richer than preserving...
By Tobias Adrian and Fabio Natalucci “The vaccines are here!”—the cry heard and welcomed the world over—has boosted hopes of a global economic recovery in 2021....
US Economy Set To Overheat As Households Are Flooded With $2 Trillion In Excess Savings Something unprecedented happened in the immediate aftermath of the passage of...
2020 Default Tsunami: Pandemic Sparks Most US Bankruptcies Since 2009 While it will hardly come as a surprise to anyone, at least the data is now...