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Soft Landing Hope Rises
CPI cools and markets drool, Morgan Stanley finds hope in a soft place, and an important update...
Jul 13, 2023
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Soft Landing Hope Rises
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June 2023
Goldman Talks Geopolitics and Equity Cycles...
The BoE blindsides, Goldman's oil frustrations continue, and the optimism phase of this equity cycle may be too optimistic...
Jun 28, 2023
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Market Making
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Goldman Talks Geopolitics and Equity Cycles...
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Pause Without a Cause...?
The Fed creates a momentary "melt up", Goldman takes a victory lap, and markets brood over the Bank of England's bungling...
Jun 21, 2023
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Pause Without a Cause...?
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Goldman Did a Poll...
Some weekend reading for you, along with the results of Goldman's monthly poll of over 900 institutional investors...
Jun 15, 2023
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Goldman Did a Poll...
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The Fed May Skip, and Goldman Has a Theory...
The wishy-washy case for skipping, revisiting wage inflation worries, and Goldman has a theory on this tech rally...
Jun 8, 2023
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Market Making
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The Fed May Skip, and Goldman Has a Theory...
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December 2022
Powell Pumps as Wages Get Revised Up...
Financial conditions continue to ease, wage inflation continues to confound, and the future of Market Making...
Dec 4, 2022
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Market Making
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Powell Pumps as Wages Get Revised Up...
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November 2022
Happy Thanksgiving...
Given how sleepy markets were this week with the holiday, there's just an abbreviated newsletter this week.
Nov 28, 2022
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Happy Thanksgiving...
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Goldman Tries to Predict the Future...
The dominate macro themes of the year ahead, a post-mortem from JPM on last week's risk-on rally, stagflation strikes the United Kingdom, and much…
Nov 20, 2022
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Goldman Tries to Predict the Future...
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Cooling CPI and Raucous Rallies...
Explaining the record-setting risk-on rally, thinking through the Fed's new reaction function, and why Goldman is now floating the idea of raising the…
Nov 13, 2022
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Cooling CPI and Raucous Rallies...
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No Premature Pausing...
Powell breaks out his hawkish handbook, a legendary hedge fund doesn't like what it sees, and the BoE brazenly begs the market to reconsider the yield…
Nov 6, 2022
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No Premature Pausing...
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October 2022
Premature Potential Pivots...
The Fed puts itself in a quandary, the gilt crisis comes to a close, the BoJ embraces rates divergence, and the one question Goldman thinks everyone…
Oct 31, 2022
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Premature Potential Pivots...
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In Search of Market Tremors...
Concerns arise over treasury market liquidity, why volatility could be a virtue to central banks, another intervention occurs, and Goldman rethinks…
Oct 23, 2022
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In Search of Market Tremors...
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