“…what more evidence do you need that the financial markets are completely uncoupled from reality and that these feeble bounces between the 50-day and 20-day chart points are essentially the rigor mortis of a dead bull?”
Author: therealheisenberg
Steel Yourself.
Headlines aplenty and a man on fire.
Sarah Huckabee Sanders Is Not Your Go-To Gal For Porn Star Payoff Coverups
“To be fair, the case is confusing. Here’s Sarah Huckabee Sanders right after she admitted that her boss was party to a contract that involved a payment of $130,000 to keep a pornstar quiet.”
One Bank Sees Volatility ‘Spilling All Over The Place’
“…volatility across various asset classes can be at times highly correlated and hence the extraordinary growth of short volatility strategies might create risks.”
One Trader Revisits The Inflation Scare Of 2012
“The hawks went ape-shit. They screamed and yelled. They warned about Weimar Republic style hyper-inflation. But Bernanke hung tough.”
Draghi Talks Up Goldilocks, Trims 2019 Inflation Forecast, Ups Near-Term Growth Outlook
Again, those highlighted bits are a clear effort to massage the message – they’re trying to preserve the Goldilocks narrative by telegraphing a still-subdued outlook for inflation while underscoring the near-term upbeat growth picture.
Euro, Bund Yields Jump As ECB Changes Language On QE
This is obviously bond bearish and probably bearish for risk assets as well depending on how Draghi manages the message.
ECB Removes Dovish Slant On QE From Statement
Aaaand it’s gone.
Hello, This Is President Dennison, Turn My Trade War Down To ‘Simmer’ For Now
A bit of calm amid the still-brewing storm.
Here Are The ‘Real World’ Implications Of Tariffs For The Dollar
“Usually speaking,” of course.
(Trade) War And Peace.
Ok, let’s just step back for a second and take stock of everything that’s happened in the past 72 hours.
With Trump Trailing ‘Generic Democrat’ In Polls, Tariffs Are Desperate Political Gambit
And hell, can you blame him? After all, if the presidential election were held today, Politico’s polling suggests he’d lose to this “guy”…
Navarro Says He’d Short Navarro In Cohn Replacement Race
If the best thing Peter said was that he wasn’t in the running to take Gary’s position, the worst thing he said was this…
Strategist: ‘Cohn’s Departure Will Weigh On Stocks And Keep A Bid To Vol. For Weeks’
It looks you’re all The Bruce Dickinson and Gary Cohn is your “cowbell” on Wednesday.
‘This Is An Important Development’: Lael Brainard Turns Hawkish, You’re All Fucked
“Risks are moving toward five.”
Goldman: This Is ‘Unlikely To Stop At Steel’
U.S. trade policy is “on a troubling path.”
Global Markets React To Gary Cohn News
Ignoring this would be “a mistake”.
That’s All, Folks: Gary Cohn Out At White House
You can expect this to weigh heavily on risk sentiment.
Trump Said To Consider Broad Crackdown On Chinese Imports Including Shoe, Electronics Tariffs
And the hits just keep coming after hours.Â
Goldman Rips Trump’s Tariffs With Point-By-Point Takedown
And the hits just keep comin’.Â
You’re Not Wrong Walter, You’re Just An Asshole.
“Am I wrong?”
New From Epsilon Theory: ‘But What Is It, Really?’
“The name of the thing being sold isn’t always a very good representation of what the thing is, sometimes for innocent reasons, and sometimes because crunchy, raw, unboned, real, dead frog doesn’t sound very appetizing.”
Of Chimps And Dictators.
Believe it or not, that’s actually an “in defense of Trump” comment.
Rise And Fall Of The ‘Zombies’
What happens to the zombies (so to speak)?
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