Remember “Goldilocks�
Year: 2018
One Bank’s Stark Warning On Turkey: ‘This Time May Be Different’
This may be your tail risk, right here.
Can You Say ‘Quantitative Failure’? Fresh Evidence Of Eurozone Economic Deceleration Raises Uncomfortable Questions
Even without the Italian jitters, you do not want to be tightening policy into a slowdown and again, this just underscores the risk inherent in persisting in accommodation for years upon years…
‘They’re Waiting For A Miracle’: Turkish Lira Collapses Most Since Coup
“Urgent measures” needed urgently.
Goldman Asks: ‘Will The Machines Amplify the Next Downturn?’
Expect this to get plenty of attention.
“HFTs know the price of everything and the value of nothing.”
Morgan Stanley Recalls Quant From Bridgewater Internship/Spy Mission
Court Crane brings the Tao of Ray to the House of Gorman.
Disappointed.
Premature elation.
Bond Market Pretty Sure Populism Is More Dangerous Than Any Sanctions Russia Might Have Incurred For Covertly Pushing Populism
Pick your poison and mind the self-referential absurdity of the whole damn thing.
Turkey Now Less Credit Worthy Than Senegal Amid Ongoing Currency Crisis … Is What A ‘Gulenist Tool’ Would Say
Are you trying to make Erdogan lose his mind? Because you’re going to make Erdogan lose his mind.
A Not-So-Brave New World: What’s The Difference Between Markets During QE And Now?
Any bids on BTPs and/or the lira?
As China Slashes Car Tariffs, Rumors Fly: Did Trump ‘Cave’ Or Is Good News Just Good News?
“Trump changed the dynamic regarding China but in one weekend Secretary Mnuchin has given it away” — local moron.
Jose Canseco Needs A Lawyer For An ICO That Merges Celebrity Crypto With Unwanted Hugs
Everyone’s favorite steroid-using market genius (not named Nassim Nicholas Taleb) is getting in on the crypto craze at exactly the right time! You know, like he did with gold.
One Wall Streeter Discovers It’s Ok To Be ‘DUMB’
Deluard says he remains bullish on the “DUMB “.
Oil Is Responsible For Rising Bond Yields, But Not In The Way You Think, According To One Bank
A more “credible” explanation?
‘God Help Us’: Currency Crisis In Turkey Has One Broker Praying For Two Kinds Of Intervention
God ain’t gonna help you here, I’m afraid.
Attack Of The Mini-BOTs: Some Folks Are Going To Get Varoufakis’d
Parallel currency worries.
Out Of The Frying Pan, Into The Fire: Full Week Ahead Preview
Trade war canceled, Trump demands DoJ investigate itself, Italy goes to the populists and Venezuela has an “electionâ€.
Pulling The Punchbowl When The Espresso Is Hot And The Economy Is Cooling
Some folks are skeptical.
Steve Mnuchin Calls Off Trade War With China That Trump Said America Wasn’t In
Is it a “trade war” or isn’t it a “trade war”?
A Visual Guide To The Strong Dollar-EM- Fed Hike Causality Chain
Around the world and back again.
Trader Delivers ‘Harsh Realities’ On Breakevens, TIPs And Other Matters
“You have to be long TIPS, but also short Treasuries. Owning TIPS outright is not good enough.”
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