“…frustration gave way to incredulity and, eventually, incredulity surrendered to a kind of fatalism”.
Year: 2020
Macro Tourist As Yen Plummets: Be Careful What You Wish For, Dollar Bulls
“Eventually we will reach a point where the US dollar rise will sow the seeds of the stock market’s demise.”
Trump, Dana Rohrabacher And A Pardon For Julian Assange? Lawyer Says Yep!
It’s a good thing Trump “barely knows” Rohrabacher.
Marko Kolanovic’s Warning: Equity Factor Bubble Now Twice As Large As Dot-Com Era
“We caution investors that this bubble will likely collapse.”
Fed Hints At T-Bill Taper In Second Quarter (And Other Highlights From The January Minutes)
All anyone cares about is the liquidity spigot.
Define Irony: Wall Street Hates Communism But Prays For China To Bail Out Markets
Featuring Leon Cooperman.
‘Mania Has Taken Hold’, And Other Observations As The Tape Goes ‘Macro’
“It’s a macro tape, you’re just living in it”.
Meanwhile, In Turkey…
Rate cuts and plans for another cross-border incursion in Syria – this time against Assad’s forces.
China Ponders Airline Bailouts, Yanks Press Credentials Of WSJ Reporters For ‘Racist’ Article
“The mighty Chinese juggernaut has been humbled this week, apparently by a species-hopping bat virus.”
No Man’s Land And The Boilerplate Bond Chyron
“Investors want to be long US Treasurys”.
Pardon Me. And Also Him. And How About Him, Too?
But no Michael Cohen, that’s for sure.
All Hail The Titans
Another cautionary tale?
Treasury Pulls Trigger On Russia’s Rosneft For Trafficking Maduro’s Oil
“The United States is determined to prevent the looting of Venezuela’s oil assets”.
Macro Tourist: ‘Apple News Is The Final Straw’
“One last reminder – this is a TRADING CALL.”
Big Miss On German Investor Confidence Is Bad Omen For Virus Fallout
“Further corrections” may be in the offing.
Bad Apple.
Shaking the apple tree.
Everyday Low Guidance: Walmart Serves Up Disappointing Forecast
“The company continues to monitor the Coronavirus outbreak”.
Apple Says It Won’t Meet Revenue Guidance As Coronavirus Fallout Begins
“All of our stores in China and many of our partner stores have been closed.”
What Pandemic? Not Much De-Risking Is Happening And One CIO Thinks It’s Nuts
“I have never in my career seen anything as crazy as what’s going on right now.”
Bonds, Greeks And Stubborn Greenbacks
This is a good time to roll out the most nauseatingly clichéd quip in the history of market jokes…
Chinese Stocks Recover All Post-Holiday Losses As Autos, Brokerages Skyrocket. Parliament Delay Pondered
Like it never happened – sort of.
China’s Latest Rate Cut: Here’s What It Means
This paves the way for the de facto benchmark to be cut later this week.
Japan Just Served Up One Of The Worst Quarterly Economic Contractions In History
And this was before the virus.
More Than 1,000 Former DOJ Officials Demand Bill Barr Resign, Call AG’s Behavior ‘Grave Threat’
“Mr. Barr’s actions in doing the President’s personal bidding unfortunately speak louder than his words.”
A Large Butterfly Flaps Its Wings In Paris: The Early Days Of A Crisis
“We have 200 people to keep alive.”
‘All Roads Lead To Lower Rates’: Kocic
“The least ambiguous trade”…
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