
For the second day in a row US equity futures rebounded from an overnight rout that dragged spoos as low as 3,730 as investors kept a worried eye on US TSY yields […]
For the second day in a row US equity futures rebounded from an overnight rout that dragged spoos as low as 3,730 as investors kept a worried eye on US TSY yields […]
Global bond yields slid on Friday following Thursday’s epic meltdown as markets returned to firmer footing at the end of a week that saw the biggest decline in the Nasdaq 100 since […]
China may still be closed, and the US is returning from President’s Day holiday, but global stock markets haven’t missed a beat and on Tuesday the MSCI World index hit a fresh […]
US equity futures have continued their Monday rally, rising above 3,800 as the collapse in most shorted stocks continued, with European indices firmer following the positive Asian session. While silver slid from […]
Tesla had revenues of $10.74 billion in the fourth quarter of 2020, according to its earnings released today after the markets closed. That’s 46% more than the $7.38 billion it reported in the […]
With 66 S&P 500 companies, representing 22% of S&P 500 earnings, having already reported Q4 earnings, there was some good, some not so good, and some downright bizarre news this earnings season. […]
In the past two weeks, we have discussed extensively (here, here and here) the “fundamental” risk that higher rates pose to tech names in particular (most notably the venerable five FAAMG ultra-high duration “generals” which […]
So, the first week of the year brought us – the worst first day for stocks in two decades, the “darkest day in American democracy”, a dismal jobs print (far worse than […]
Chaos reigned in Washington yesterday as a mob of pro-Trump supporters, galvanized by a fire-and-brimstone rally for the president, descended upon Capitol Hill and broke through its barricades in a stunning insurrection […]
After House and Senate Democrats significantly lowered their “ask” from over $2 trillion to just $907BN as per the bipartisan proposal they backed, this morning there was more optimism on a targeted […]