From the very beginning – that is, from the time Trump was elected – there’s been this creeping suspicion that the new President’s policy platform
Day: February 13, 2017
Poetic Justice? Europe “Celebrates” 25 Years Of Integration With Descent Into Chaos
Proponents of the nationalistic fervor currently spreading across Europe will likely find some poetic justice in the fact that the dissolution of the EU could ultimately unfold just as the bloc celebrates a milestone in time.
I Like My Term Structures Kinky
I’ve talked quite a bit about how the US equity market is grossly mispricing political risk. As a friendly reminder, last month was the third calmest
Tragic Irony: How Trump And Le Pen Perpetuate Radical Islam’s Apocalyptic World View
One of the most tragically ironic things about populism anno 2017 is the extent to which it reflects the very same radicalism its adherents claim to be fighting against.
Heisenberg Challenge: To “Hedge” Or Not To “Hedge”
Submitted for your approval: an amusing comparison.
Chart Check (Going Global On Valuations)
Valuations have become something of a hot topic of late for one very simple reason: they are stretched to the absolute breaking point. Or at
“Substantial Volatility” Ahead: One Bank’s Take On Yen-Sanity
Well it’s all about USDJPY on Monday. Of course if you’ve traded these markets professionally for any length of time, you know that it’s pretty
Trump Official Inauguration Poster Misspells “Too”: No, Really
“This print captures the essence of Donald Trump’s campaign.”
“The World May All Be Crazy”: High Five On Golf Course Underpins Global Rally
“Investors are taking comfort from the hope that, while the world may all be crazy, it hasn’t completely forgotten the realities of Mutually Assured Destruction.”
Low Bar: “The Fact That Trump Met Another World Leader And Didn’t Cause An International Incident Is Now A Notable Event”
Boy I gotta tell you, the bar is pretty f*cking low these days. Going into last week’s Trump/Abe meeting, there were concerns that the new
Markets Relieved After Trump/Abe Meeting, Reflation Narrative Intact
Well, it was all aboard the reflation train right out of the gate in early Asian trading last night with USDJPY jumping with 10Y yields
Key Calls (Monday): Upgrades, Downgrades & Initiations
Are your stocks on the list?
