“Classic ‘stability breeding instability'”.
Day: September 16, 2019
Trump Slips Market Pair Of Bullish Catalysts With Japan Trade Deal, $40 Billion Margin Clemency
Perhaps sensing that markets weren’t particularly enamored with the idea of $500 oil…
Trump Says ‘Looking Like’ Iran Responsible For Saudi Attacks, Will ‘Let You Know’ If War Is Coming
“I don’t want to have war with anybody”.
Here’s How Far Oil Prices Have To Rise To Hurt The S&P 500, According To History
We’ve got a ways to go yet, based on historical correlation anyway.
Marko Kolanovic Makes Big Call Amid Oil Spike: ‘The New XIV Trade Is Unwinding’
“These trades worked well until the rotation started, and now are in the early stages of a collapse”.
Macro Tourist: ‘Don’t Give Away Your Crude Gamma’, There’s ‘More Geopolitical Risk’ Ahead
“We are still miles away from a true bull market in crude”…
These Investors Are Highly Concerned About A US Recession – Even After Recent Good News
It was probably worse last month.
Nomura’s McElligott On Saudi-Iran Proxy War And Possible Implications For Momentum Unwind Trade
“Another abrupt ‘about-face’ for markets”.
Saudi Aramco May Delay IPO After Strikes: Reports
Now, though, the timing is in doubt.
Trump Cites ‘Oil Hit’ In Complex Calculus For ‘Big Interest Rate Drop, Stimulus!’
“Thank you, Mr. President!”
‘The Single Biggest Supply Disruption Ever’: World In Shock As Reality Of Saudi Oil Attacks Sinks In
“Saudi is often viewed as the ‘central bank of oil'”.
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