This “coordinated capitulation” is happening “for the wrong reasons.”Â
Author: therealheisenberg
Updating The S&P ‘Pain Trade’ Amid Monday’s Global Euphoria
The pain trade remains higher.
If It Was A Rally In Chinese Stocks, Yuan You Were Looking For, You Got One
Now let’s see if this proves sustainable.
High Drama In Crude As Oil Explodes Higher On Production Cut News, While Qatar Bids OPEC Adieu
Are you not entertained?
With The 90-Day Clock Now Ticking, Goldman Weighs In On Odds Of A Real Trump-Xi Trade Deal
Spoiler alert: the odds aren’t high.
Of Truces, Cartel Meetings And Jobs: Full Week Ahead Preview
Strap in for a full docket.
Watch This ‘Key Barometer’ Following Trade Truce
If you like a little nuance…
Gamma Gravity And Vol. Math Following The Trump-Xi Trade Détente
“…it will be hard for vol NOT to come in after the event.”
Dinner Date: What’s At Stake As Trump, Xi Dine In Buenos Aires
“We’ll probably end up with something good at some point.”Â
Someone Is Wrong: November Sees Dueling Flows In Growth, Value Products
Can they both be right?
Bush Death Complicates ‘Binary’ G20 Trade As Trump Cancels Presser, Closes Market On December 5
“There’s a lot of Dec7th paper out there.”
‘Highly Classified’ CIA Assessment Reveals Saudi Crown Prince Sent 11 Messages To Hit Team On Day Of Khashoggi Murder
This won’t go over well on Capitol Hill.
Jerome Powell’s Job Is Done Here – It’s All Up To Trump Now
Don’t screw this up, Mr. President…
Results May Variable.
More fading of the persistent hikes narrative…
Meanwhile, In Leveraged Loan Bubble Land…
This is fine…
‘Greeks’ In Argentina, ‘Systematic’ Chaos And A Binary Nightmare In Buenos Aires
“It’s gonna be mental.”
Bob Lighthizer Would Be ‘Surprised’ If One Dinner With Xi Doesn’t Solve Highly Complex, Intractable Trade Dispute
“Our base case is that there will be no agreement.”
Chocolate Cake Diplomacy Gets Biggest Test Yet As Trump-Xi Meeting Dominates Global News Cycle
The fate of global trade and commerce is on the line.
The Mystery Of The Diverging Dollar Shortage Metrics
A week ago, we suggested the dollar funding squeeze was about to get worse. And it did. Sort of…
Fed Minutes Tip Support For Modifying Hike Commitment, Presage Imminent IOER Tweak
Just in case traders needed a bit more to ponder…
‘The Crown Prince Is Out Of Control’: U.S. Senate At Wits’ End With Saudis, Yemen War
“…we’ve watched innocent people be killed.”
‘Buenos Aires, Not Vienna’: Oil Traders Brace As G20 Seen More Critical Than OPEC Gathering
You don’t have to be a political scientist or an oil trader…
‘I Expect Them Before Christmas’: Trump’s Auto Tariffs Now Appear Foregone Conclusion
“The U.S.A. is booming!”
If You Already Sold It All, You Don’t Need To Hedge…
Right up until Wednesday at lunchtime, there was a lot of fear out there.
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