This is your President.
Day: March 3, 2017
Goldman Says March Hike A “Done Deal,” Raises Odds To 95%
“As a result, we now see a hike at the March meeting as close to a done deal, and have raised our subjective probability to 95%.”
Spot The Odd One Out: Snapchat/ Subprime Auto Edition
On the heels of Snapchat’s IPO (which I contend will likely mark a dubious top for the most recent incarnation of the kind of speculative excess that
Friday Humor: Doppelgänger
Those feisty Germans are at it again…
The Queen Bee Speaks: Full Yellen Summary
“Fed Chair Janet Yellen says an increase in fed funds rate will likely be appropriate at FOMC’s March 14-15 meeting if policy makers determine that employment, inflation continue to evolve in line with expectations.”
Wall Street Journal Thinks Maybe John Mogan Didn’t Rob That Bank After All
After all, it would pretty goddamn stupid to rob a bank and then post a picture of yourself eating the money you stole on Facebook…
One Bank Asks: “Where Have All The Doves Gone”?
One of the things you might have noticed is that the Fed is looking at a veritable Goldilocks environment when it comes to squeezing in another
“And You Thought The Bernanke Put Was Dead”: World’s Biggest Pension Fund Posts Largest Quarterly Return In History
Do you know what helps out a whole helluva lot when you’re massively long Japanese equities and when you need a weaker currency to boost your overseas holdings?
Ass-Covering Is So Passé: Cost Of Protection Drops To 6 Year Low
I would hope that if you frequent these pages you’ve put on your hedges. Although I suspect that many of you haven’t. The problem with
“It’s The Reflation Trade, Baby!” These Are The Levels To Watch On Friday
“If two-year Treasury yields close above 1.3% but 10-year yields linger below 2.5%, then a hike is expected but it’s being perceived as a potential policy mistake. If we close above both levels, it’s the reflation trade, baby.”
“I Keep Getting Asked, ‘When Will This End?!'”
“I keep getting asked ‘When will this end?’, which is a very different question than ‘How long can this continue?’ On the one hand it implies that investors are seeing it but can’t quite believe it.”
“All Eyez On Me”: Yellen, Fischer Are Up To Bat
It kind of feels like everyone is ready to get this week on the books. We got a huge lift from Trump’s speech and after
Key Calls (Friday): Upgrades, Downgrades & Initiations
Are your stocks on the list?
