“Allow me to get this off my chest immediately”
Author: therealheisenberg
‘Tightening Is So Last Year’: What Wall Street Thinks Of (Another) Dovish Surprise From The Fed
“Just when you thought the Fed could not possibly deliver another dovish surprise”…
Fed’s Dovish Surprise Sure To Elicit Feigned Incredulity From Peanut Gallery
Commence the tomato throwing!
Fed Announces QT Taper, Signals No Rate Hike In 2019
The Committee intends to conclude the reduction of its aggregate securities holdings in the SOMA at the end of September 2019.
Meanwhile, On Wednesday’s Edition Of ‘Chopper Talk’: ISIS, Conway And Mueller
Suffice to say there was a lot to discuss.
Think The Fed Will Cut Rates In 2020? Here’s What Happened Ahead Of Historical ‘First Cuts’
What happens in the lead-up to “first cuts”?
FedEx And BMW Would Like To Remind You That We Ain’t Out Of The Woods Yet
Just in case you’re inclined to think the storm clouds have lifted…
When Good News Is Just Good News
A closer look at the situation reveals something that is, on the surface anyway, somewhat surprising.
From Doomsday To The Largest Cross-Asset Vol. Collapse Since ‘Whatever It Takes’
… in the space of three months.
‘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.
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