Thank God for four months of sobriety because the old Heisenberg would have been at the bottom of a good bottle of scotch right now…
Day: March 16, 2017
China Slams “Selfish” Fed Hike, Warns Emerging Markets Still “Naked” At Low Tide
“In fact, for the United States, the dollar as the reserve currency of the biggest dividend, is the world can “cut leek” or cut wool. The US economy to weather the storm, the Fed will raise interest rates, a huge siphon effect to the dollar back, which is the first round of cutting cash, the US economy to weather, Second round cut wool.”
Donald Trump (Who Never Grabs ‘Em By The Pussy) Just Wants To Protect Muslim Women
“That Trump, who bragged about forcibly groping women during his reality TV days, would present himself as a protector of women from violence is insidious enough. But from a policy level, Trump’s cynical use of violence against women in his immigration order is even more hypocritical, considering that his administration is reportedly planning to gut the very programs that would assist women who are victims of domestic violence.”
Why One Bank Is Still Bullish On Stocks (And Bearish On The Long End)
A tug-of-war is developing between two competing narratives on US Treasurys. On one side are
This Is How Much Your “Junk” Depends On Central Bank Dovishness
On Wednesday we showed you the following chart from BofAML: So that right there should
Here’s What To Expect If Things Go “Wrong” In France
Well here we are, one day on following a setback for European populism, and as
An American Autocrat In Music City
“And I have to be nice otherwise I’ll get criticized for speaking poorly about our courts,†Trump says, right before being very un-nice by pointing to the press and calling them “the most dishonest people in the world.â€
Trader: “Much More To Come” For Treasury Rally, Dollar Slump
“Everything about this meeting that could surprise dovishly, managed to do so. U.S. yields and the dollar have much further to fall as a result.”
Albert Edwards: Stock Market “Cannot Conceive” Of A Fed That Would Let S&P “Suffer Any Serious Damage”
“One reason why the market doesnÂ’t believe the Fed dots is that investors cannot conceive of Fed tightening to the point that it causes the stockmarket any serious damage.”
Buy It All, Buy It All Right Now: European Stocks Soar In “Never Geert” Rally
Europe is in rally mode. Plain. And. Simply. Following Geert Wilders’ defeat in the Dutch
China Calls, Hikes Rates After Fed; Kuroda Triples Down On The Laughs After BoJ
It was a fairly lively overnight session on the heels of the Fed. We start
Key Calls (Thursday): Upgrades, Downgrades & Initiations
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