Credit Suisse

Why The Crude Rally Has Fizzled - Part 2

So, why is everyone so bullish? Many oil analysts take as a fait accompli that OPEC-led production cuts thus far are key to balancing the crude market. If this is the case, though, why hasn’t it happened yet?

Frontrunning: April 24

  • French election relief sends Europe soaring (Reuters)
  • Gloves off as Le Pen and Macron pitch for final battle (Reuters)
  • French Runoff Creates Fresh Political Divisions (WSJ)
  • U.S. Government Shutdown May Hinge on Trump’s Demand for Mexico Wall (BBG)
  • Congress returns as Trump pressures Democrats ahead of funding deadline (Reuters)

A Delighted Wall Street Reacts To The French Election

With European stocks on fire, and US futures moving fast to recoup recent all time highs, it is no surprise that Wall Street is feeling particularly bullish this morning. Below is a sample of slleside analyst reaction to Sunday's outcome.

9 Charts Showing Market Bears Are Waking Up

Just when you thought it was safe to stride safely through the forest of stock market investing (hey - banks, Trump, hope, reform, stimulus, earnings, and Trump again); the bears are coming out of hibernation...

Futures Flat Ahead Of Yellen As Geopolitical Risks Loom; Fear Barometer Spikes

S&P futures point to a slightly lower open, while Asian and European stocks are likewise modestly in the red. Trading volumes are muted for most markets on Monday with investors spooked by rising geopolitical tensions in the Middle East and the Korean peninsula. It is also a holiday-shortened week in much of the West.

Frontrunning: April 3

  • Buying a Home This Spring Will Be Hardest in Years (WSJ)
  • Senate showdown likely over Gorsuch confirmation (Reuters)
  • ‘Nuclear’ Bid to Confirm Gorsuch May Radically Change Washington (BBG)
  • Trump's son-in-law, Kushner, flies into Iraq with top U.S. general (Reuters)
  • Solid Asia factory growth caps a strong first quarter but outlook cloudy (Reuters)

You Know It's A Global Debt Bubble When...

With analysts noting that markets are "taking the Fed's tightening policy in their stride," demand for emerging-markets debt is so strong that one of Asia's poorest nations is mulling a debut dollar-bond sale...