“The days when the Federal Reserve has a large bond maturity have seen abnormally large declines in the S&P 500.”
Day: May 15, 2018
Word Is Bond.
Dat’s yo’ word, son?
Step Right Up, Folks, And Short These Bonds!
What could go wrong?
Steve Mnuchin’s Treasury Sanctions Iran’s Central Bank Governor For Funneling Money To Soleimani, Quds, Hezbollah
“It is appalling, but not surprising.”
For One Bank, This Is ‘One Of The Most Striking Developments Of The Past Few Weeks’
Hint: it’s the normalization of U.S. equity volatility.
Retail Sales! Who’s Excited?!
As a reminder, this is the marquee data point in the U.S. this week and it will be yet another opportunity for the market to assess the new, U.S.-centric growth narrative.
‘Transitory’ Or Not, European Deceleration Raises ‘QF’ Specter, Dreaded ‘Ammo’ Question
Nobody say “quantitative failure”.
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