So, we’ve got that going for us.
Author: therealheisenberg
‘Now That’s How It Was Supposed To Go!’ Nomura’s McElligott Talks Selloff, Sees ‘Rally Looking Out’
“The ‘trade up into-, trade down out of-‘ the June serial options expiration phenomenon [is] finally kicking in”.
Insult To Injury.
Market participants are exhausted with COVID-19.
‘I Can’t Even Begin To Guess Where Prices Will Be’: Oil Has A Virus Problem
“Banks are completely unprepared for what is heading their way”.
‘Days Like This’: Coronavirus News Takes Decisive Turn For The Worse
Cue The Shirelles.
IMF Delivers Dour New Economic Projections. Says This Is ‘Crisis Like No Other’
“The recent rebound in financial market sentiment appears disconnected from shifts in underlying economic prospects”.
Albert Edwards: ‘This Is Exactly What The Ice Age End-Game Always Was’
“The veil is finally being lifted”.
Summer Gin And Tonics At Risk As Tariff Man Makes A Stealth Comeback
Now that’s a potential tragedy.
No Kidding. No Entry. No Bears.
At least America has something going for it.
Just Send The Checks.
“You know what they say”…
US Economy ‘Deeply Scarred,’ As PMIs Show Tepid, Albeit Readily Perceptible, Recovery
“Continual vigilance by the Fed… will therefore be required”.
Nomura’s McElligott: ‘One Very Significant Source’ Of US Equities Buying Started A Daisy Chain
“…we might have triggered a ‘buyers are higher’ dynamic”.
Close Encounters.
“A taste of things to come”.
Europe ‘No Longer Collapsing,’ Useless Data Shows
“…a sense of relief that a sharp rebound is possible but at the same time caution against too much optimism”.
‘It’s Over’: Peter Navarro Declares China Trade Deal Dead, Immediately Backtracks
“They sent hundreds of thousands of people to this country to spread that virus”.
Unacceptable.
“…largely out of grasp”.
‘The Most Fundamental Problem’ For Jerome Powell: Your Savings Account
I know a way out of this nightmare.
Equity Supply/Demand Picture In 2020 More ‘Benign’ Than Feared, One Bank Says
“…significantly higher from last year but not massively so”.
The Gorilla In The Room.
The TGA question, dollar liquidity and a Machiavellian “conspiracy theory”.
Market (Quietly) Pivots Back To Lockdown Trades, As Kudlow Says ‘No Second Wave Coming’
“I really think it’s a pretty good situation”.
Participation Is ‘Voluntary’
“…the markets are in the mood to try to be happy”.
Trump To Axios: I Haven’t Sanctioned China For Human Rights Abuses Because Of The Trade Deal
“But I don’t go around saying, ‘Oh, help me with my election”.
‘Kung Flu’: Trump Reverts To Reckless Abandon In Virus Fight
“A tongue in cheek thing”.Â
‘Surprise!’ Another 20/20 Moment
Hindsight.
Goldman: Corporate Demand For US Stocks ‘Will Plummet 80%’ This Year. S&P Ain’t Going Anywhere
“Equity issuance has skyrocketed to $170 billion this year”…
No, Positioning In Equities Is Still Not Stretched. ‘Mania’ Talk Notwithstanding
Of course, the list of things that could go wrong is obviously quite long. But you already know that.
You must be logged in to post a comment.