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...As Chris Verrone of Strategas noted yesterday, rising breadth helps make market euphoria look a bit less scary: The immediate risk we see is sentiment (i.e., the bar of expectations is high), but so far...
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...The chart below shows the gap between Japanese and US two-year yields against the yen....
...These two categories make up 7 per cent of core services inflation and have rather scary-looking longer-term charts: There is still a case for optimism....
...It still tends to be interpreted by markets and media as a collective commitment, (e.g., “The ed says it’s going to hike three times this year”), instead of a collection of individual views....
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...“I think we will certainly see some of the narrowly focused players finding strategic partners,” said David Hunt, chief executive of PGIM....
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...This being the season of redemption and resurrection, I thought I’d start with a couple of cheerier Brexit stories for once....
...This group of investors generally views Robotaxi (i.e. fully autonomous vehicles running on the Tesla network) as a very long-dated opportunity....
...He bounds up the kaleidoscope stairs, and I follow. Young V&A reopens on July 1, vam.ac.uk/young...
...“Frankly, I’d probably just average out these last two months given the volatility,” he writes....
...I can report that Los Angeles in January is a lot more pleasant than New York in January, and that the best song to blast out of your rental car window on Rodeo Drive is the Decemberists’ “Los Angeles, I...
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