As the S&P 500 futures 2% reversal in a straight line shows, this morning’s September payrolls number was the worst possible outcome for U.S. equities. No matter how you slice it, the U.S. economy is not …
Continue readingNBD
As a part-time financial pundit, I have so much to say, and usually such little incentive to say it outside of the pages of RiskReversal and the TickerDistrict. For the most part, viewers of CNBC …
Continue reading
Earlier this morning, Josh Brown, my friend and star of Fast Money Halftime Report, tweeted the following: Sales to China represents only 5% of all S&P 500 revenue. And it’s like 2% of the EuroStoxx 50. …
Continue reading