Cartoon Break (“Kellyanne Spinning”)
Divert, obfuscate, power.
Divert, obfuscate, power.
Over the past two months, we’ve warned repeatedly that global asset prices may be set up for a correction onceContinue Reading
“A market of this size will require a change of perceptions to be bullied for more than a very short amount of time by some short- covering. If people begin to think 10-year Treasuries are going north of 3%, do you really think there aren’t enough longs to fill in the bids?”
“For those looking for a re-balancing of the oil market, the message is that they should be patient.”
Good hike, bad hike. That’s the game we’re playing on Wednesday and really, it’s more of a question. That is: isContinue Reading
U.S. Feb. CPI Rose 0.1%, Above Est.
Retail sales less autos rose 0.2% in Feb., est. 0.1%
Some folks will be talking about the Fed today. In just a few hours we’ll get a hike, but onceContinue Reading
Are your stocks on the list?
Well, the White House is pissed. BREAKING: We've got Trump tax returns. Tonight, 9pm ET. MSNBC. (Seriously). — Rachel MaddowContinue Reading
Just how complacent and sanguine are equities ahead of the Dutch elections and the Fed? Well, we’re glad you asked.Continue Reading
Marko Kolanovic. You know the name. He’s Gandalf. Nostra’quant’mus. JPMerlin. If you frequent these pages, you’re well acquainted with Marko.Continue Reading
If you needed a reminder that oil prices can be volatile and are hyper-sensitive to every single data point and/orContinue Reading
Well, it looks like there may be hope for Europe yet. While some commentators expected the increasingly absurd spat betweenContinue Reading
On Monday, we introduced you to “Steve.” Steve hates two things, as far as we can tell: Arab nations (“sandContinue Reading
Earlier today, we noted that the correlation between implied vol and equities is breaking down as traders buy cheap protectionContinue Reading