Try to imagine Trump making it through this interview.
Month: April 2018
Steve Mnuchin Isn’t Worried About The Bond Market, Ok? So You Can Stop Asking Him, Please And Thanks.
Mnuchin isn’t worried about the supply/demand dynamics in the Treasury market despite knowing full well who is Treasury Secretary.
David Stockman Says This Cycle Is An Octogenarian – At Least
“…like in the case of an aging human, where weakened defenses and impaired resilience cause it to succumb to infections and other exogenous threats, the main street economy is exceedingly vulnerable.”
Bombs Away.
War? Let’s hope so! Happy Monday!
Spiraling Down The Rabbit Hole: What Happens When The Ammo Is Gone?
Down the rabbit hole you go.
Follow The (Convexity) Flows: Restriking Of The Fed Put Revisited
“In that environment, convexity withdrawal creates a reinforcing loop where more turbulence in risk assets tends to cause stability in fixed income.”
‘America First’: Full Week Ahead Preview
Ok, well all eyes will be on the U.S. in the week ahead.
Why Goldman Thinks The Fed Isn’t Even Halfway There
“And there is still little evidence that the committee is close to the halfway mark from this perspective.”
Volatility: Proudly Made In The U.S.A.
Make domestic equities volatility again. #MDEVA
Former Lehman Trader Weighs In On The Issues As Investors Ponder An Uncertain Future
“I think we are just in the middle of a correction. And I think, overall, the structural story is still pretty positive. But this is a correction that may not be over yet.”
Trump: The Stock Market Stopped Going Up ‘Because I Have To Do Things’
Thanks for clearing that up, sir.
Here’s What To Watch For In The Suddenly Resurgent Dollar
Remember: “Nearly every consensual macro trade has an implicit short-dollar view built-into it.”
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