In short (no pun intended), the most crowded trades of the year got a little less crowded as traders pared reflation bets following Trump’s inauguration.
Day: January 27, 2017
Goldman: Global Fund Managers “Concerned” With Trade Wars, Protectionism
Given the distinct possibility that global trade and commerce is about to be completely upended by an unhinged real estate developer with delusions of grandeur and his cabinet of billionaires, it isn’t any wonder that when Goldman asked fund managers what they were concerned about, geopolitics and global trade topped the list.
Friday Evening Humor (Power To The People)
“The people”…
One Bank’s “Doomsday, Nightmare Scenario”
One of the most critical market trends that gets virtually zero attention in the mainstream
Full Energy Retard: Part Deux
“You gotta be super smart to trade credit, buddy, it’s not easy”…
A Perma-Bull Turns Bearish: “I’m Worried”
“It seems a weird time to suddenly turn bearish, but I’m overwhelmed by a large sense of concern as I gaze across markets.”
“Made In Mexico”
There are no words…
Chart Check (Subtle Reminder)
The chart everyone is sick of seeing…
Is The Subprime Auto Loan Bubble Bursting?
If you’ve followed the subprime auto story over the past couple of years, you’re probably
“This Is A Big Deal”: One Trader Explains The Break In The Dollar/Bond Link
“If the dollar isn’t buying it, why should stocks and bonds?”
Daily Kickstart (Japan Battles Bond Markets, Mexico/Turkey Battle FX Traders, May Meets W/Trump)
As is rapidly becoming custom, we start with FX markets, where the USDJPY rose again,
Key Calls (Friday): Upgrades, Downgrades, & Initiations
Are your stocks on the list?
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