“What if I told you that you’ve been whipsawed by a cartoon, and you’re going to be whipsawed again?”
Day: March 21, 2018
China Responds, Hikes Rates After Fed
As a reminder, they’re prone to doing this.
Breaker One-Niner
The market’s verdict was as follows.
Powell Don’t Talk Much Like Yellen – Jury Still Out On Whether That’s Good Or Bad
I’m sorry, but I’m not sure doublespeak and bluntness are going to be compatible forever.
Fed Signals 2 More Hikes In 2018: Dot Plot, Projections, Statement, Analysis
FED RAISES RATES QUARTER POINT, SIGNALS TWO MORE HIKES IN 2018
FED ESTIMATES SHOW STEEPER PATH FOR RATE INCREASES IN 2019-20
FED SAYS `ECONOMIC OUTLOOK HAS STRENGTHENED IN RECENT MONTHS’
FED REPEATS NEAR-TERM RISKS `APPEAR ROUGHLY BALANCED’
One Bank Says A Dovish Fed Is Going To ‘Place A Floor Under The Stock Market’
So you know, “fingers crossed” I guess if you’re long.Â
A Couple Of Thoughts On The Fed’s Growth Outlook
Here are my off-the-cuff thoughts on that as sent around to a couple of people this morning (and again, these are just my musings and should be treated as such).
Trader: ‘Too Many Asset Classes Feel Both Stretched And Crowded’
“The rubber band is stretched, but keeps getting pulled back farther and farther.”
‘Long FAANG’ Is The Most ‘Crowded Trade’ (Again): Fair Warning
Oh, good.Â
The new edition of BofAML’s Global Fund Manager survey is out, which means we get a fresh look at what folks told Michael Hartnett about the “most crowded trades”.
Bring An Umbrella: Here’s How To Hedge 3 Near-Term Risks
So there you go. Bring an umbrella.
David Stockman: ‘There Isn’t A Snowball’s Chance In Hell That A Yield Shock Can Be Averted’
“For the past 30 years fiscal deficits have been a big financial nothingburger because the Fed and other central banks gutted their sting.”
‘It’s A Big Deal, And He Knows It’: Zuckerberg To Speak As Analysts Ponder ‘Delete Facebook’ End Game
“The coverage, like the stock drop, is brutal”…
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