This may be “familiar behavior for the credit market”, but I can’t help but flag this as a pretty alarming indicator regarding the credit risk surrounding the upcoming French elections.
Day: February 15, 2017
Epic Wednesday Humor (Lord Of The Rings Edition)
“In the place of a Dark Lord you would have a Queen!”…
Correlation Doesn’t Equal Causation Which Is Fine Because That Was Never The Point
The problem – or at least one of the problems – seems to be that whenever some people hear “correlation”, they Marty McFly it right back to high school science class and regurgitate the old “correlation doesn’t equal causation” line and then subsequently tune out as if they’ve dropped the mic on me.
“Market Crash” Places Distant 3rd To Populism In Bank Risk Survey
Once again I say: “Thanks populism”…
Trump Is Damned If He’s Right, Damned If He’s Wrong
On Wednesday, Trump took it up another notch. In the wake of Michael Flynn’s unceremonious ouster, the President expanded his conspiracy theory to include the intelligence community…
Chart Check (A First)
Misplaced optimism?
One Trader Warns On Market Myopia: “I’ll Make The Money, You Manage The Risk”
Ok, it’s just getting comical now. Everyone is saying what I’ve been saying for months
Yuuuge Inflation Print Sends Dollar, March Odds, Yields Soaring
Going into the week it was all about two things: Yellen on Capitol Hill and
America Or Japan: Who’s More Creditworthy?
Survey says!…
Does Anyone Still Give A Sh*t About China Risk?
We’ve come a long way (I guess) since the days when China risk was in the driver’s seat in terms of financial conditions and it’s a good thing, because the Fed has enough on its plate without having to worry about whether a wayward PBoC will short circuit the FOMC’s plans to normalize policy.
Key Calls (Wednesday): Upgrades, Downgrades & Initiations
Are your stocks on the list?
“Bigly”: Reflation Is Back As Dollar Rises, Global Stocks Rally, Oil Eyes EIA Data
Apparently, reports of the reflation meme’s demise were greatly exaggerated. It wasn’t too long ago
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