There’s been no shortage of commentary both in these pages and elsewhere about just how
Day: January 18, 2017
Full Energy Retard
Some of the most incredible charts you’ll ever see are those depicting spread compression in
Chart Check (Spot The Odd One Out)
Reflections on the reflation trinity…
The Trend May Bend, “But Will It Break”?
“Trends go through life cycles. There’s more to them than just a big move that happens because some market theme becomes all the rage.”
Is Now The Time To Short The British Pound?
Ok, so sterling had its best day since 2008 on Tuesday. It was as if
Daily Kickstart (Yen, Gold Fall; Inflation, IP Data, Goldman, Yellen All On Deck)
Traders put the brakes on the flight to safety bid on Wednesday as gold and the
Ray Dalio: “Populism Scares Me”
Anyway, it’s not populism that should “scare” Dalio, it’s the possibility that stock/bond return correlations flip positive and stay there during some kind of nightmarish VaR shock that sees 10s at 3.5%+.
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