“I’m not a fan.”
Author: therealheisenberg
‘Mystical Assertions’ And ‘Many Pretty Pictures’: Is The QT Fascination Misguided?
“Investors’ views on balance sheet policy are all over the place.”
‘Perhaps That’s The Joke Here’: Nomura’s McElligott Wonders If The Fed Meeting Really Poses An ‘Event Risk’
“…with a Fed which has completely gone limp.”
Boeing 737 Debacle Could Delay US-China Trade Deal
If China was looking for an excuse…
Back To The New Status Quo.
… back in limbo, chasing the elusive target that we really don’t want to catch.
Baba O’Riley.
And so, Beto is ascendant.
‘Room For Disappointment Is Huge’, One Bank Flatly Warns
“We warn that CBs tend to be reactive and not proactive.”
Nomura’s McElligott: ‘The Window For A Pullback Has Opened’
But there’s a caveat…
SocGen’s Lapthorne Will Beat This Dead Buyback Horse As Many Times As He Needs To, Got It?
Obviously, they are – connected that is.
Center Stage: Full Week Ahead Preview
No pressure.
Everything You Need To Know About The March Fed Meeting
The main event…
Trump Spends Saturday Shouting At John McCain’s Ghost, Restarts Battle With GM, Google, France
The president was busy being not busy on Saturday.
America Stumbles Into Epic Self-Own With Bungled Take On Ocasio-Cortez Gallup Poll
“By contrast, Ocasio-Cortez is known by most Americans at this point”…
BofAML’s Hartnett Talks Shop, Tells You Who’s Buying And When To Sell
“The pain trade is still up.”
Trump Invokes Immigrant ‘Invasion’ Language In Veto Speech Hours After New Zealand Massacre
“People hate the word ‘invasion’.”
Some Context For The Explosion In Corporate Debt
Good news, bad news.
As Trump Insists ‘There Should Be No Mueller Report’, Mueller Says Gates Still Cooperating In ‘Ongoing Investigations’
“THIS SHOULD NEVER HAPPEN TO A PRESIDENT AGAIN!”
‘They’re Coming For It’: QE Trade Spotted In The Wild As Lemmings Peer Over Cliff
‘De facto easing’ versus the ‘March surprise’.
Bull In A China Shop
Risk asset buoyancy amid a cloudy outlook.
Veto Corleone.
The optics here are a disaster.
Steve Mnuchin Definitely Hasn’t Talked To Trump About His Tax Returns – Why? What Have You Heard?
Just like Matt Whitaker didn’t talk to Trump about Michael Cohen.
Trade, The Fed, Navarro And Trump ‘The Human Third Rail’: Gary Cohn’s Full Interview With Freakonomics
“Believe me, I tried. Don’t think I didn’t try.”
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