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Month: June 2018
The ‘Most Important Week Of The Year’? Full Week Ahead Preview
I doubt it, but as Trump would say, “we’ll see what happens”…
Rome May Be Burning, But Draghi Is No Longer Your Fireman: What To Expect From The ECB
A can kick to next month is about the best you can hope for when it comes to an announcement on the future of QE.
Jerome Powell Is Sorry, Not Sorry. What To Expect From The Fed Meeting
The main event cometh.
Trader: ‘This Is My Prediction’ On Inflation
“Well, bought from them.”
Populism As Space Travel
“The history of populism is a repository of failed missions — a true destination of the populist journey is really a problem of imagination.”
‘Transient Or Persistent’: What Does Credit Know That Everything Else Doesn’t?
Maybe nothing. Consider it unresolved.
No Resolution.
Aaand that’s the week.
A Completely Serious USA Today Tells College Students To Parlay Summer Jobs Into FANG ‘Fortune’
Who wants to be a millionaire?!!
‘Really Bad Accidents’: Playing The Strategic Trade War Game
You de-escalate. No, you de-escalate. No…
Credit Disagrees With U.S. Stocks (Again): Who’s Right?
Spoiler alert…
Tipping Dominos At 4 A.M.
Sour mood headed into a risky weekend.
Albert Edwards Returns From Yosemite, Disagrees With Other Notable Bear When It Comes To Forest Fires
“I am just back from a two-week trip to Lake Tahoe and Yosemite/Sequoia Parks”…
Susquehanna Is The Mark Zuckerberg Of The Winklevii’s Bitcoin Play
Litigation (probably) pending!
Sittin’ On The Dock Of The Bay.
This should have been an uneventful day, but alas.
At G-7 Meeting, World Leaders To Ponder Most Effective Way To Extract Agitated Man-Child From Control Booth
“You say President Trump doesn’t care. Maybe.â€
Back To 2011? Not Exactly.
Don’t panic.
God Bless Us, Everyone.
Muddling through, where that means: voracious rally.
Marko Kolanovic (Who Was Right Again In May), Still Constructive On Stocks, Sees Possible Downside From Prolonged Trade Tension
“…re-risking is likely to continue during the summer as volatility stays contained and investors increase equity positions.”
One Trader Asks: What If We’re All Looking At The Wrong Thing?
“For the past decade, Wall Street has gained at the expense of Main street. What if that’s about to change? What if Main Street is about to experience an economic revival that surprises all the bearish pundits?”
Can You Blame Algos For Oil’s Recent Losses? Sure You Can!
Blame the Terminators. You can always blame the Terminators.
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