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- 4 days ago
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- 4 days ago
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No Bull (Temp)
There is an adage on Wall Street that the stock market stops panicking when central banks start to panic . Earlier this year we noted...
- Sep 26
- 2 min
The Panic Phase
There is an adage on Wall Street that the stock market stops panicking when central banks start to panic . Earlier this year we noted...
- Sep 24
- 2 min
How Deep Is Your Dove?
Two elements in the current episode have been huge macro impediments for Emerging Market equities. First, the great bear market in China...
- Sep 19
- 2 min
No Bull
As we warned earlier this week, never underestimate the Fed’s ability to out-dove the market. The FOMC delivered a 50-basis point cut to...
- Sep 16
- 2 min
Never Underestimate the Fed's Ability to Out-Dove the Market
One of our favourite expressions in the last cycle was, never underestimate the Fed’s ability to out-dove the market . The implication is...
- Sep 11
- 2 min
The Smiling Assassin (USD)
The Dollar Smile hypothesis was created over 20 years ago by Stephen Jen at Morgan Stanley. Simply put, when the US economy significantly...
- Sep 4
- 2 min
The Growth Scare
Last week we suggested that US markets were priced for the optimal combination of disinflation, aggressive Fed easing, growth near trend,...
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