“The author does not believe markets will come back to the ‘good’ Trump story anytime soon.”
Day: January 16, 2019
Marko Kolanovic Explains The ‘Liquidity-Volatility-Flows Feedback Loop’
“… at times of high volatility, the VIX is almost the sole driver of market
liquidity.”
Narrative Check: Brexit, Trump, China Stimulus And An Update On Charlie’s CTA Model
Ok, it’s time for “narrative” check – as it were.
Shutdown Shenanigans: Kevin Hassett Staffer Becomes Uber Driver, IRS Confronts Tax Overhaul With Skeleton Crew
“…[we] found that yeah, the damage is a little bit worse.”
Goldman Beats, Market Happy With Advisory Blowout Despite FICC Fail
Lots to digest here, but it looks like the knee-jerk is to “buy”.
Bank Of America Surges As Market Ignores Latest FICC Miss
Benefit of the doubt?
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