“The local pain-trade remains Equities higher.”
Author: therealheisenberg
And So, Just After Lunch On November 28, The ‘Powell Put’ Was Born…
I suppose the history books will read as follows…
Dovish Jerome Powell Walks It Back And The Market Loves It
Is this what you were looking for?
Confusion Reigns As Goldman Swears Everybody Is Reading Fed Wrong
“…we appear to be morphing into that point of the cycle where you need an advanced degree in semiotics and textual analysis to ‘understand’ what the central bank is saying.”
Let’s Count All The Ways Steve Mnuchin’s Secret Fed Policy Straw Poll With Bond Dealers Is Absurd
“Ok you guys, show of hands”…
Trump’s Infallible ‘Gut’ Is ‘Not Even A Little Bit Happy’ With ‘Jay’ Powell, Ok?!
“…the Fed is way off-base.”
Rotten Apple: When One Company Becomes Synonymous With The Macro Story
Sorry to employ a bad (and horribly obvious) cliché, but…
Man Who Bankrupted Six Businesses Threatens To Cut Subsidies To General Motors On Twitter
You can expect this to get far, far worse.
As G20 ‘Binary Nightmare’ Looms, Here Are The Key CTA Levels To Watch
“Yeah…this is gonna be a binary nightmare to trade.”
2018’s Star Analyst Makes The Case For A 2019 Earnings Recession
There’s a simple formula.
Albert Edwards Preps ‘Forecaster Of the Decade Award’ And Other Fed Musings From SocGen
“…if the Fed indeed stops tightening after the December hike, Solomon will be spot on.”
‘They Better Damn Well Open A New Plant’: General Motors As Public Enemy No. 1
“It’s not going to be closed for long, I hope, Mary, because if it is you have a problem.”
Trade Optimism Dashed As Trump Doubles Down, Threatens iPhone Tariffs
“If we don’t make a deal, then I’m going to”…
Mike’s Back: Analyst Who Predicted Tech ‘Rain Storm’ Releases 2019 U.S. Equity Outlook
The man with the plan.
Algos, Onions And Foreign Policy: Goldman Delivers Epic Critique Of Broken Commodities Markets
“This is simply unsustainable”.
Looking For Something To Fade? Monday’s Furious Rally In Italian Assets Will Do
You’d be forgiven for being skeptical.
Bear Market Bounces And CTA Pinball Ahead Of Event Risk-Strewn Calendar
“This risk then becomes that today’s CTA Equities re-leveraging sees another de-leveraging wave”…
‘Do It By Bus, Do It By Plane’: Trump Calls On Mexico To Deport ‘Stone Cold Criminal’ Migrants
Donald Trump, logistics expert.
Here’s What Goldman Says Would Happen To Markets If The Fed Delivered A 150bp Rate ‘Shock’
It all depends on your definition of “shock”, now doesn’t it?
When Doves Cry: Previewing A Critical Week For The Fed Pause Story
This is a big week.
EU Officially Backs Brexit Deal, Says UK Parliament Will Regret Rejecting It ‘In Seconds’
“This is the final result [and] it will definitely not be renegotiated and there will be no further leeway.”
The $1 Trillion Leveraged Loan Bubble Looks Like It’s Popping – Here’s Some Deadpan Color
It had to happen eventually.
‘When The Largest ETF Buyer Exits, Nobody Wants To Catch A Falling Knife’
This is such a familiar refrain that it wouldn’t even bear mentioning at this point were it not for the fact that it’s now reversing – with entirely predictable consequences.Â
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