...weakness does not need a dramatic catalyst to feed on itself.
PremiumAuthored by Michael Ball, Bloomberg macro strategist,US equities’ pullback looks like overdue consolidation rather than a trend break, as stretched momentum and weaker breadth collide with renewed pressure from elevated oil prices and higher real rates.
US equities need a delicate macro mix to rally from here: enough economic growth to broaden gains but not so much that it fuels…
The bond market is waking up. Equities are still asleep.
Oil’s bearish setup is getting harder to chase as the glut narrative becomes priced in...
The growing risk-off tone on full display Friday was a recognition that the distribution of outcomes for growth, inflation and…
(Bloomberg) -- Bargain hunters are pushing stocks higher at the start of a week in which leaders of the biggest central banks and…
Yet options positioning needs a reset...
