The Monsters of Finance XWitches

Witch · No. 09 of 10

Kevin Gordon

@KevRGordon

Spots the cracks in market breadth while the index is still printing record highs.
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What makes a Witch

Witches call it early. They saw the rate turn, the slowdown or the regime change while everyone was still arguing about the last one, and the street usually caught up a quarter later.

The other witches

Called it before everyone else.

  1. No. 01: Lyn Alden@LynAldenContact

    Was writing about fiscal dominance years before the rest of finance started saying it like they invented it.

  2. No. 02: Liz Ann Sonders@LizAnnSonders

    Kept calling it a rolling recession while everyone else stared at the S&P waiting for one big crash.

  3. No. 03: Anna Wong@AnnaEconomist

    Reads diffusion indexes like tea leaves to call the Fed's next move before the dot plot does.

  4. No. 04: Diane Swonk@DianeSwonk

    Forecasts the labor market so closely that the jobs report mostly confirms what she already said.

  5. No. 05: Claudia Sahm@Claudia_Sahm

    Wrote the recession indicator that now carries her name, and the street checks it every jobs Friday.

  6. No. 06: Dario Perkins@darioperkins

    Calls the big macro shifts from London a few quarters before they show up in the consensus deck.

  7. No. 07: Callie Cox@callieabost

    Catches the turn in market sentiment while the crowd is still trading the last one.

  8. No. 08: Shane Oliver@ShaneOliverAMP

    AMP's chief economist, whose rate calls Australia reads before the RBA has said a word.

  9. No. 10: Kristina Hooper@KristinaHooper

    Chief market strategist who calls the rate path early, in public, with her name on it.