But what is a “cycle” that doesn’t turn? Not a “cycle”, that’s for damn sure.Â
Day: January 23, 2020
‘Just As Independent As The Fed’: Erdogan’s Son-In-Law Jokes About Trump’s Control Over Central Bank
This is yet another manifestation of Trump’s behavior normalizing autocratic regimes.
Macro Tourist On Gamma Gravity: ‘Don’t Underestimate The Pull Of Dealers’ Option Book’
“Strategists such as Nomura’s Charlie McElligott and Marko Kolanovic have been elevated to god-like status”.
Nomura’s McElligott Takes Victory Lap As Markets Ponder Return Of ‘Duration Infatuation’
Back to the future, as “slow-flation” trades are once again en vogue.
Markets Look To Lagarde For ECB Strategy Review Details As Japanification Sets In
Mitigating ‘Japanification’ is all that matters now.
‘Rampant Panic’ In China, As Stocks Plunge In Worst Pre-Holiday Trade On Record
The China-US “equity ratio” appears to have tagged the lowest point since 2005 on Thursday.
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