Economy
China's Third-Quarter Growth Disappoints as Challenges Mount
Developer debt, coal shortages, power outages and record flooding mean "common prosperity" may be harder to achieve than President Xi thinks.
What a Week, China's Troubles, Hypersonic Weapons, Earnings, FDA Drug Approvals
The lack of urgency at the FDA, as it is in the defense space, is alarming.
A Negative Market Narrative Does Battle With Positive Price Action
Bears always sound smarter than bulls. Pessimism sounds profound and insightful, while optimism sounds shallow and naive.
Reality Sets In That Inflation Isn't Going Anywhere
From higher apartment rental rates to ongoing supply chain issues, there are reasons to believe rising prices are anything but transitory.
Here's Why I'm Long Wells Fargo and Bank of America
Still, my favorite financial name at the moment is SoFi Technology as I believe that they have all of these banks in their sights.
Does the Fed Really Not Know the CPI Is at its Highest Rate Since 2008?
The real issue is that they don't know and are just hoping that "inflation is transitory".
Several Important Catalysts Hit a Market Looking for Direction
CPI, Fed minutes, and earnings are hitting today as the market continues to struggle with corrective action.
Is Stagflation Really That Hard to Trade?
What OPEC and markets are not set up for is pure demand destruction.
COVID Hasn't Gone Anywhere, Which Makes Me Very Wary
The virus may not dominate the headlines at this point, but its impact continues to be felt on the employment and economic fronts.
We're Seeing Some Consolidation and Basing Action on Friday
The question now is whether the lows that were hit on Wednesday morning will serve as short-term support as we move into earnings season.