Stephen Innes

After the 'risk-on' sentiment tilt built across the globe, major benchmarks remain well supported as we enter the month-end rebalancing window as the tilt of the tape amid extraordinary price action...

THE DOLLAR  A healthy dose of policy skepticism, particularly towards those pulling the strings behind the red, white, and blue curtains at the Fed and Treasury, continues to weigh on the US dollar...

Oil and Asia FX have the most to gain as headwinds fade.   One of the biggest puzzles through this entire mess is the resilience in US equities, and I think this suggests that money...

US futures are nudging higher as the market bets the fed loses its nerve and downshifts anyway. Note the modern-day history book of Fed pauses is very bullish for stocks. With bond markets "doubling...

The Fed has unfortunately found itself between a proverbial rock and a hard place; the system is tight, and they will be forced to tighten even more as to do anything other would lead the markets to...

US stocks are trading markedly higher Monday even as investors remain nervously focused on the US banking sector following UBS's announced acquisition of Credit Suisse Group (NYSE:CS) over the weekend...

The failure of two US regional banks and vapid concerns about Credit Suisse Group (NYSE:CS) completely turned the risk appetite off. The sell-off in banks has led to a high level of market stress. And...

In the wake of the mega EU bank merger, the excess premium investors had been demanding to hold European bank paper now has room to compress from oversold levels. It seems folks interpreted the attack...

Given how benchmark crude prices have tumbled recently, jitters in the oil market will run high for a while longer. Crude Oil WTI Futures is hovering around US$65-70/bbl, compared to $80 at the...

Parsing the latest data reported by European banks, liquidity and funding stability remains reassuring, with LCR and NSFR ratios well above regulatory floors. Credit Suisse has been an outlier in the...