I seriously doubt there are too many people out there who aren’t fully aware of the fact that it’s the flow of central bank liquidity that’s kept markets buoyant over the past, oh, I don’t know, let’s call it eight years. But in case you needed a poignant reminder…
Day: February 8, 2017
Goldman Not Deterred By Second Largest Inventory Build In The History Of Oil Inventory Builds
“The darkest hour is just before dawn”…
Performance Anxiety
“If there is such a thing as a ‘Holy Grail’ in the credit market anno 2017 then surely the no-cost decompression trade is it – the trade that performs, if spreads widen, but doesn’t cost a bundle of carry if they don’t.”
Want An Early Warning When The Cycle Turns? Ask Credit, Not Stocks
Stocks will sleep walk right off a cliff…
Yields Spike As 10Y Auction Tails
Well, that escalated quickly…
Shale Is Coming Back, And It’s “Coming Back Strong”
From the time the OPEC production cut deal was agreed I’ve been saying that although the market reaction proved, beyond a shadow of a doubt,
Long Collection Agencies?
“This is an attempt to collect a debt”…
A Subtle Reminder, Attorney General Edition
But what does she know, right?
Hours After Call With Erdogan, Trump Wakes Up, Says Will “Never Have Security” If Judicial Branch Independent
Some friendly advice, from one autocrat to another…
Wall Street Bailout Architect Goes Full Donald Trump, Uses Blog Post To Explain Why Fed Is On Hold
Remember Neel “Crazy Eyez” Kashkari? He was a prominent character in Hank Paulson’s “GE is having trouble placing its commercial paper so I need this
Daily Kickstart (Oil Gets “Crude” Awakening, RBI Shocks Markets)
We start this morning not with FX but with crude. By now it’s no secret that oil is stuck between OPEC/non-OPEC production cuts on the
Key Calls (Wednesday): Upgrades, Downgrades & Initiations
Are your stocks on the list?
