“You will probably go through a process and you’ll be fine”.
Month: February 2020
‘So, It Was Right Not To Buy The Dip’: Traders Warily Eye New Week As US Reports First COVID-19 Death
“…spilt milk, under the bridge”.
Trump’s Taliban Deal Leaves Haqqani Question Unanswered. Road Ahead Fraught With Peril
“A hopeful moment, but only the beginning”.
What Just Happened? The Historic Selloff Explained By Nomura’s Charlie McElligott
Stability breeds instability.
China’s February PMIs Are Out. They Are Awful.
Just as the audience still gets a thrill from clichéd plot devices in horror movies…
Getting Involved.
In the space of just seven trading days, US equities went from bubble to bust.Â
All Bets Are Off.
“Unimaginable violence” and emergency intervention…
Something’s Gotta Give: Bonds Most Overbought Since LTCM, Consumer Sentiment At Cycle Peak
“Not to put too fine a point on it, but”…
Libor Collapses Most Since 2008
“And yet, hanging over it all is the only question that really matters”…
Total Meltdown: Global Markets Collapse On Virus, War Panic
“…the markets are either doing some spring cleaning, or battening down the hatches ahead of the coming storm.”
One Simple Reason For The Nightmare On Wall Street
“It is not a good sign when”…
Macro Tourist: The Fed Has Now Created A Financial Crisis Â
“It’s such a shame.”
Scott Minerd Woke Up On The Armageddon Side Of The Bed This Morning
“This is possibly the worst thing I’ve ever seen in my career”.
Goldman Warns S&P EPS Growth May Flatline In 2020 On COVID-19 Hit
And so, it begins.
Macro Tourist: ‘You’re Doing This All Wrong’
“This morning’s decline has a panicky feel about it. No doubt about it. However”…
Pandemic Fears Intensify As Life Grinds To Halt, US Yields Grind To New Record Lows
And yet, markets still haven’t really sold off in a manner consistent with “capitulation”.
Mike Pence As Virus Hunter. Rebalancing Flows As Bear Repellent.
If you’re looking for a savior amid the chaos…
Sure, It’s A Failed State. But You’ve Got $1,284 Comin’ Your Way!
When even helicopter money can’t save you…
Marko Kolanovic Breaks Down The Selloff, Says Short-Term Bounce Likely (With Caveats)
“The virus should go, but stimulative measures will likely stay”.
‘A Tragic But Important Lesson’: In Germany, Fear Of Deficit Demon Collides With Recession Reality
“The problem is that they created a monster—literally erecting monuments to honor the zeroing out of deficits.”
Macro Tourist: Helicopter Money Cometh
Welcome to a brave new world.
‘Previously Unthinkable’ CTA Deleveraging ‘In Play’, As Legacy ‘Long’ Signal Vulnerable: McElligott
The last few days have made the unthinkable suddenly thinkable.
