Bright and early. Me. An espresso (I skipped the frothed milk this morning in favor
Day: January 24, 2017
Shocker: Democrats Ready To “Make America Great Again”
“If you had told us that on the third work day of Trump’s Presidency, we would see a $1 Trillion dollar infrastructure proposal (over ten years) take shape in Washington, we would have told you that “we have a bridge to sell you as well”…
Artistic Tribute To Record Close For Stocks
“It may be the alcohol talking, but”…
Chart Check (A Snapshot Of Chinese/ Saudi Reserve Liquidation)
Much has been made of the great FX reserve liquidation that’s characterized the post-yuan devaluation
Chart Check (A Break In The Narrative?)
It’s probably nothing…
Tuesday Humor (Sort of)
A tweet taxonomy…
An Infographic Look At Oil Prices And Trumpian Tax Reform
“WTI could move to a $10/bbl premium to Brent from a $3 discount – a $13/bbl (+25%) relative move immediately.”
Want To Understand Markets? Watch This Currency Pair
The yen is gauge of safe-haven flows, it reflects the plight of exporters in a world increasingly driven by FX vol, and it is in many ways a kind of running, real-time referendum on the market’s conviction regarding the Trump administration’s commitment to a weaker dollar.
Key Calls (Barclays Takes A Bite Out Of Apple)
Oh, and for the rabid Apple fans, remember that I’m just the messenger here – and one does not shoot the messenger…
Daily Kickstart (Dollar In Focus As UK Court Rules; Lira Plunges)
On Monday evening I said I’d likely find myself talking about the dollar again first thing
Key Calls (Tuesday): Upgrades, Downgrades, & Initiations
Are your stocks on the list?
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