Morgan Stanley Prime: These Are The 6 Main Hedge Fund Trading Themes In 2021 Those wondering how hedge funds are doing may get conflicting answers depending...
Oil prices rise on higher demand Crude prices continue to push higher as the demand outlook is starting to improve for Europe now that they have...
Futures Reverse Overnight Weakness, Surge To Record High Despite a bevy of banks now warning that this is as good as it gets and a sharp...
BofA Jumps On Solid Beat Thanks To Jump In Trading Revenue, Reserve Releases One day after stellar Q1 earnings reports by JPMorgan and Goldman and the...
Saxo: Absolute Equity Valuations Enter New Territory Authored by Peter Garnry, Head of Equity Strategy at Saxo, Summary: Global equities look expensive in absolute terms against...
According to JPMorgan CEO Jamie Dimon, the US is on the cusp of an economic boom which should fuel growth at least until 2023. Dimon attributes...
The pace of the rise in US consumer prices accelerated from 1.7% in February to 2.6% in March for the biggest year-on-year increase since August 2018.
In 2019, Ritholtz Wealth Management was one of five beta testers of O’Shaughnessy Asset Management new direct indexing software, Canvas. As Chair of...
In 2019, Ritholtz Wealth Management was one of five beta testers of O’Shaughnessy Asset Management new direct indexing software, Canvas. As Chair of...
Goldman Jumps After Monster Equity Trading Quarter Thanks To Reddit, SPAC Mania There were shades of the Goldman Sachs "of old" - not the current Frankenstein...
JPM Reports Blowout Earnings On $5.2BN Reserve Release; Stock Drops On Warning Of "Challenged" Loan Demand During a Q1 that was marked by steadily climbing interest...
"As Boom As It Gets": Wall Street Has Forgotten All About Covid, Sees "Tantrum" As Biggest Risk It was exactly one month ago that Wall Street...
Bouncing back with incredible force, the S&P 500 has gained 50% over the past 12 months, with the index now landing just shy of its 52-week...
Blain: Investment Guidelines For The Zeitgeist Market Authored by Bill Blain via MorningPorridge.com, “Beer is proof God loves us.” The outlook for the UK looks rosier...
Futures Slide After US Suspends J&J Vaccine After trading flat for much of the overnight session in anticipation of today's key event, the CPI report (due...
Futures, Global Stocks Hover At All Time High As Q1 Earnings Begin Global stock markets and US equity index futures dipped modestly with shares in Europe...
Asian equity markets feeling the pressure Asian equity markets are under pressure on several fronts today, sending the region’s bourses lower across the board. Lower US...
For a second week, American shares were the top performer for the major asset classes in last week’s risk-on rally, based on a set of proxy...
How Can These Two Trends Coexist? Authored by John Rubino via DollarCollapse.com, Before the pandemic, auto sales were booming, mostly because car loans were available to...
The Fed has clearly signaled they are not worried about inflation and that should worry financial markets. The Fed has repeated that inflation will be transitory,...
Bubble, Bubble, But Limited Housing Trouble... For Now By Laura Cooper, analyst and writer for Bloomberg Markets Live Global policymakers are weighing in on worrisome inflation. Well,...
Futures Spooked By Hottest Chinese Factory Inflation Since 2018 US equity future struggled for direction after hitting an all time high of 4,102 as investors assessed...
The 150 basis point (bp) increase in US Treasury yields since June 2020 has not yet posed a problem for equities, though there is always the...
Asian markets mixed Asian markets are mostly lower this morning despite a positive US session. Growth stocks, led by technology, powered higher after the Powell speech...
Did The "Value Rotation" Just Die Again: Some Market Thoughts From Goldman In his midday market intel note titled "Like Bull", Goldman's Chris Hussey observes that...
S&P Futures, European Stocks Hit New All-Time Highs As Rates Slide European stocks hit a new record highs on Thursday, buoyed by optimism in Britain over...
Asian markets directionless after FOMC minutes Asian equities are mixed today after a non-descript session on Wall Street that provided no concrete direction for local markets....
Markets show muted response to FOMC minutes The FOMC minutes passed without incident overnight. The committee felt that risks were balanced but that the economy remained...
Futures Flat Ahead Of FOMC Minutes Global stocks were stuck in a holding pattern on Wednesday at record high levels, with US equity futures unchanged from...
At 2.5% for the MSCI AC World index, the rise in global equities in March was close to February’s 2.2%. It wasn’t all smooth running, though,...