Deal or no deal?
Day: May 17, 2018
Doubts.
Keep the faith?
Italy’s Populists Furious That Bond Spreads Are Trying To ‘Blackmail’ Them, But The Real Victim Here Is Price Discovery
Of “blackmail”, central banks, market distortions and Scream.
‘Overshoots’, ‘Devastation’ And The Always Enthralling Term Premium Debate
… the overarching narrative makes sense and even if it didn’t, it doesn’t have to. That’s the thing about narratives.
‘We Highly Recommend Not Riding This One Out’: As Oil Passes $80, Goldman Reiterates Commodities Case
“And this current rally likely has room to run, particularly from a returns perspective, as the current fundamental backdrop for oil is now more bullish than we had expected as strong demand now faces supply disappointments.”
