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.”
Why This Is ‘A More Painful Rate Shock’
Listen, you people are concerned about 10Y yields, and that’s fine. After all, we blew threw the February highs this week on the way to the “dreaded” 3% “pain threshold” and while there were no swarms of locusts and no Pazuzu sightings (that I’m aware of), there are still concerns that the higher we go, the closer we get to a situation characterized by “diversification desperation” or, more simply, a scenario where bonds and stocks selloff in tandem.
David Stockman Weighs In On Amazon’s Quarter, Calls Bezos A ‘Shark Jockey’
“There are only so many malls to destroy.”
Nasty Places.
We gotta get out of this place.
The Saga Continues: Deripaska, Down $3.8 Billion, Resigns From En+
If you can’t take the heat…
How Bad Was Trump’s Fox & Friends Meltdown From A Legal Perspective? Here’s A Lawsplainer
“Think about Trump’s legal problems as a three-car pile-up, with Trump and Cohen in the middle vehicle. If they pull forward, they’ll hit the criminal investigation. If they move backward, they’ll hit the civil suit.”
Dragon Energy? GDP, ECI Beat, Personal Consumption Weakest Since 2013
We’ll be looking forward to the tweets.
After Seven Short Decades, North And South Korea To End War – Trump Hails Great Day For Trump
Who came out better here?
David Stockman On Subprime, WeWork And Beer Goggles
“Between the March 2009 bottom and the January 2018 peak, of course, they were essentially buying the dips—-about 50 of them with material dimension. The short-run narrative constantly changed—low interest rates, escape velocity ahead, synchronous global reflation, Goldilocks once more—-but the mechanic was always the same.”
Traders Have A Fever, And The Only Prescription Is More 3% On 10s Analysis
Cowbell. More of it.
Keep. It. Together.
K.I.T.
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