Earlier this month, the Riksbank removed the easing bias from their outlook.
They had too. Do you remember why?Â
Earlier this month, the Riksbank removed the easing bias from their outlook.
They had too. Do you remember why?Â
“Each month something seems to come along to raise doubts about the pace of the rebalancing process.”
China, like Art Vandelay, is an importer/exporter, “ok?”. And generally speaking, you want to keep
You need an upgrade.
Lost in the fog of Poloz’s moment in the sun and Yellen’s offsetting dovish lean
“Because we launched it as an ETF, you get all the benefits of the ETF by its exposure, but because it’s diversified in the ETF, it’s a great way to hedge. Obviously, you’d need to short the ETF to do that, but it’s an option.”
“U.S. intelligence agencies starting in the spring of 2015 detected conversations in which Russian government officials discussed associates of Donald Trump, several months before he declared his candidacy for president.”
“The unraveling mystery of whether Donald Trump’s presidential campaign colluded with Russia just produced a smoking gun: those emails from Donald Trump Jr. welcoming an offer from Moscow to supply dirt on Hillary Clinton.”
Well, the message from Yellen was heard loud and clear and amusingly, so was the
Listen, if you haven’t been able to capitalize on a universe of compelling event-driven opportunities in US equities, then that’s your problem.
It’s certainly not the fault of Goldman’s John Marshall and Katherine Fogertey.
“The Loonie is streaking higher like a Canuck on a breakaway, and suddenly, all the Canadian Dollar bears are strangely silent.”
“I’d settle for here’s what were going to do because it’s the right thing to do. And we’ll deal with what comes if necessary, that’s how we roll.”
“The problem with dwelling too much on the covert forms of collaboration, which we have come to call “collusion,†is that doing so risks letting Trump at least a little bit off the hook for what is not meaningfully disputed: that the president publicly, knowingly, and repeatedly (if only tacitly) collaborated with a foreign power’s intelligence effort to interfere in the presidential election of the country he now leads.”
Algos, crisis of confidence, incessant data parsing for something negative, or folks “questioning their religion”?
“Smoking guns don’t need to be nearly this hot to capture Washington’s attention”…
Canada Raises Rate to 0.75%, Says CPI Softness Is Temporary
BOC: “current outlook warrants today’s withdrawal of some of the monetary policy stimulus in the economy”
With the “raise cash” calls rolling in, and with DM central banks poised to upset all kinds of applecarts (including the bacchanal, drunken orgies hosted by the vol. sellers and carry traders), we cast a wary eye at the following charts and ask…
“I see roughly equal odds that the U.S. economy’s performance will be somewhat stronger or somewhat less strong than we currently project.”
“We recommend that investors lock in some gains in the stock market, re-balance to under-owned sectors and hold above-average cash.”
“Arresting” the slide…
Dammit no one is really talking about this, but it’s definitely notable. On both Monday
You need an upgrade.
“If output doesn’t rise as much as previously anticipated, then it’s time for the bears to start questioning their religion again.”
“What we can say now is that this is one of the three most damaging presidential scandals of the modern era.”
If you were looking for an interesting set up heading into Yellen’s testimony on Capitol
“Do these most recent developments, which suggest that key Trump advisers, including his son Donald Trump Jr. and son-in-law Jared Kushner met with a Russian lawyer (who had previously lobbied in Washington against the 2012 Magnitsky sanctions act), change the potential for impeachment?”
No such luck for Donald Trump Jr.
You must be logged in to post a comment.