Discussing politics is generally considered to be a social faux pas. I was sitting in the barber
Day: March 10, 2017
What’s Wrong With This Picture?
What could go wrong?
Oil’s “Moment Of Truth” Cometh
I guess when you’re all-in on a thesis – like many people are on the
Friday Humor: “It Was Fake Then, But It’s Real Now”
Ummmm…. seriously?
As Oil Plunges, Oil CEOs Say “Message Is Clear”: “Worst Is Behind Us, Time For Growth”
“We have reviewed over 1,000 pages of 4Q transcripts from global energy companies (sourced from Bloomberg). The clear message from CEOs: The worst is behind us, and now is the time to think about growth.”
Turns Out, “FRAC” IPO Was A Bad Idea. Who Knew?
“I mean, come on folks. Are people really this gullible?”…
Trump’s Wiretap Story “Is Less Plausible Than A Zombie Invasion”
“Loopier still is to demand that Congress find the truth when the president could just pick up the phone and instruct the FBI, CIA and DNI to declare on the record whether this ever occurred.”
“Wait For Iiiit….” Crude’s Epic Collapse Is Warning Sign For Another Massively “Consensus” Trade
Ok, now that NFP is out of the way, it’s time for some humor (interspersed,
“This Is Goldilocks Data”: Was The Jobs Number Just Right?
“This is Goldilocks data – just right for Fed to hike, but not enough to accelerate what is already priced in.”
Meanwhile, Over At The Propaganda Ministry: “Great Again,” “Sizzling”, “Jaw-Dropping”, “!”
Count the superlatives…
“WAM!” The “Holy Schatz” Mystery Is Solved
Recall last month’s “holy Schatz!” drama. The front end of the German curve richened materially
February Jobs Report Beats, AHE Misses
U.S. Jobless Rate Falls to 4.7% in Feb., Payrolls Rise 235K
Nonfarm payrolls forecast est. 200k, range 150k-275k from 89 economists surveyed
Nonfarm payrolls, net revisions, added 9k from prior two months
Participation rate 63% vs prior 62.9%
Avg. hourly earnings 0.2% m/m, est. 0.3%, prior 0.2%
“The Future May Depend On It”: Full Jobs Hype Retard
“We all know animal spirits and inflationary expectations are contagious. If they can grow in the U.S. as something manifested more widely than inflated equity prices, it has the potential to spread elsewhere and could ignite a virtuous cycle”
Please Fasten Your Seat Belts, Jobs Report Ahead
So obviously it was a relatively quiet overnight session as the entire world focuses on
This Is The “Linchpin” For The Dollar
“Friday’s U.S. payrolls report might have little bearing on next week’s Federal Reserve decision, after top officials clearly indicated readiness to raise rates March 15. But…”
Key Calls (Friday): Upgrades, Downgrades & Initiations
Are your stocks on the list?
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