There’s been no shortage of discussion this year about flows into US equities. Over the past
Day: March 20, 2017
Deutsche Bank Clients: If Le Pen Wins French Election, European Stocks Will Plunge
There are very few ‘Very Positive’ views for any outcome.
As Treasury Yields Fall, Ask Yourself: How Long Are They Going To Let This Go On?
This seems like a good time to remind you that not everyone is buying the
What Goes Around Comes Around: Trump Golf Edition
I’ve said it before, and I’ll say it again: poor Sean Spicer. Let me just
Guess What? The Liberal “Experiment” Works
One of the most incredible things about Donald Trump’s unlikely ascension to the US Presidency
Is “Tantrum” Risk Rising Behind The Scenes?
So this is something that’s worth watching… We’ve said time and again that investors would
As Oil Pumps & Dumps, Goldman Really Wishes You Would Stop Focusing On Fundamentals
Following crude’s epic collapse two weeks ago, I noted that Goldman was quick to suggest HY
More Monday Humor: “Really, Really Tired Of Winning”
“No sir, we don’t like him.”
Heisenberg Crude Challenge: Why Are These Charts Absurd?
Ok, so we’re a broken record on HY and especially HY energy. And, you’ll recall,
More Trouble In Used Car Land: Prices Drop Most Since Crisis Sparking Deflation Worries
“We’ve grown increasingly concerned about U.S. Used Vehicle Pricing down 7.7% yoy during February, per NADA. A decline in used prices has been widely anticipated given a significant increase in used vehicle supply (off-lease vehicles). But the magnitude of the recent drop was nonetheless surprising (February’s drop was largest recorded for any month since Nov. 2008).”
Monday Humor: “Tired Of Winning”
He always said we’d get sick of winning…
Credit Suisse Says Buy It All, Raises Target For S&P 500 (And Everything Else)
“In this report, following the reaching of our mid-year S&P 500 target, we raise both our mid-year and year-end S&P targets to 2,400 and 2,500, respectively (from 2,350 and 2,300). “
“Politics Vs. Policy”: Deutsche Bank’s Resident Genius Warns Of “Binary Outcomes”
“Depending on the interplay of politics and policy — degree of political resolve and the Fed actions — we could see two distinct paths of resolution of the existing tensions in the mid- or long-run. “
Currency That Can “No Longer Fall On Bad News” Falls On Bad News
Well, we don’t want to rub it in or anything, but we’d probably be remiss
One Trader Wants To Know Why You’re Still Short Sterling; Goldman Answers
“When will the doom-mongers just admit they were wrong, rather than constantly revising their Armageddon dates? “
It’s Quiet Out There: G-20 Leaves Markets Feeling “Damp And Grey”
It feels quiet out there. Maybe a little too quiet. There’s plenty of G-20 banter
Key Calls (Monday): Upgrades, Downgrades & Initiations
Are your stocks on the list?
You must be logged in to post a comment.