“… this says a lot about how people in the White House feel about the man they work for.”
Month: February 2019
Bill Gross Is ‘Off’, Will Leave Us ‘For Another Destination’ Where The Seas Are ‘Smoother’
“I’m off – leaving this port for another destination with high hopes, sunny skies and smooth seas!”
The Anticipated CTA Flip To ‘Max Long’ US Stocks Is Here: Nomura’s McElligott
“The unfortunate disclaimer is this”…
Shades Of 2016
Parallels and analogs.
Have Questions On ‘QT’? Goldman’s Got Answers
The genie is out of the bottle.
‘Unavoidable Option’: Only Analyst To Nail PBoC In 2014 Says China Rate Cut ‘Imminent’
“…we think cutting the risk-free rate is becoming more necessary and imminent.”
From Mueller To Foreign Policy, Here Are The Highlights From Trump’s CBS Interview With Margaret Brennan
“Whoa, that’s news.” “Excuse me. Ok, you ready?” And more.
Back To The Drawing Board
“What does all this mean?”
Define Hilarious: Deutsche, Sewing Denied 2016 Trump Loan Request Out Of Concern For Bank’s ‘Reputation’
“Mr. Trump’s divisive candidacy made such a loan too risky, the people said.”
One Bank Reminds You That ‘The World Is Still Flat’
Trade still makes the world go round, sorry Mr. President.
Into The Shadows: How Many Rate Hikes Is QT Worth?
“…the market’s focus on the import of the balance sheet is likely puzzling for Fed officials.”
Trump Tells CBS Pelosi Is ‘Bad For Our Country’, Says ‘People Are Dying’ Because Of Her
This is wholly unconscionable.
Is Direct Lending The Next Subprime? Goldman Says Probably Not
Another “some worry” story.
Fentanyl Busts And Trump As A Reverse Lefty Guns
Even when he’s right, he’s wrong.
The Central Bank Put Is Still There, But ‘Politicians’ Implied Vol.’ Has Exploded
“Have central banks blinked? We think so”…
As China Makes More Promises On Trade, Data Suggests Slowdown Isn’t Over Yet
So much for the glass half-full take.
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