“Non-Farm Friday is no time to plead exhaustion,” Bloomberg’s Richard Breslow wrote earlier this morning
Author: therealheisenberg
Goldman’s January NFP Preview
It was a busy week. The BoJ. The Fed. A blowout ADP report. The BoE.
Epic Thursday Night Humor (“Trump Draws”)
“He kept holding them up to everybody and looking so proud like he just did something just so incredible that he had to show his mom”…
Snapchat Goes Public, Will “Reinvent The Camera”
Importantly, it also means you can effectively buy back partial ownership of all the naked pictures and sexual messages you sent through the platform. So that’s a plus.
Thursday Humor (Terminated)
Why don’t we switch jobs…
Kolanovic (a.k.a. “JP Merlin”) Sees 5% Stock Selloff
You might be familiar with JPMorgan’s quant wizard Marko Kolanovic or, as I like to
The Market Hates It: British Pound “Pounded” As Brexit Reality Sets In
You can talk all you want about how the world needs a clean break with the established order and how populism and nationalism will represent a return to some bygone era of pride and prosperity, but the market hates it. Every single last bit of it.
Chart Check (“Hope”)
Behold: the ghost of Keynes…
This Annotated Chart Shows You Your Markets On Trump
This is your dollar. This is your dollar on tweets.
The Latest From Albert Edwards Or, Proof That “The Concept Of Heroes Is Never Great”
I’m not into hero worship. You might say that this is one time where I agree with Donald Trump who, when asked about heroes last month, hilariously said the following: “I don’t like the concept of heroes. The concept of heroes is never great.”
Chart Check (Cheap Dollar?)
Goldman thinks so…
This Is What An Ongoing Trainwreck Looks Like
When it comes to floundering under the weight of legacy litigation costs (both real and psychological), nobody does it like Deutsche Bank.
Daily Kickstart (Dollar Dumps After Fed Farce, Deutsche Bank Plunges)
Perhaps fearing some kind of Erdogan-esque reprisal from the White House, the Fed pussyfooted its
Key Calls (Thursday): Upgrades, Downgrades & Initiations
Are your stocks on the list?
Trump Conjures Ghost Of Frederick Douglass In Truly Epic Screw Up
“Frederick Douglass is an example of somebody who’s done an amazing job and is getting recognized more and more, I notice.”
Look How Stupid People Are: Recapping A Spectacular January For High Yield
God knows I’ve been a persistent critic of HY credit for the better part of
Chart Check (Remain Calm)
Nothing to see here…
Two Traders Sound Off On The “Apolitical” Fed
They want to normalize, but they need to figure out how to do so in a way that doesn’t lead to “excessive” dollar strength lest they should all end up getting purged for treason Erdogan-style.
Fed Statement Redline, Word Cloud
Read the proverbial tea leaves…
Remember: “Fake It ‘Til You Make It” Doesn’t Work For Sales
The great thing about the bottom line is that you can “fake it ’til you
More Wednesday Humor (“Brexiteers”)
“He’s lying to you”…
Wednesday Humor (“Stuck In The Middle With You”)
Damn, Jared. Tough spot.
Chart Check (Contrarian Indicator Double Feature)
Overly optimistic?
FEER-mongering
Tuesday’s most read post, oddly, was this one: “Trump’s Idiot Trade Czar Tanks Dollar With
One Bank Warns: “Bad Trump Dominates The News”
But as far as markets are concerned, the new administration’s FX policy is just as crazy. In fact, that statement is itself crazy. That is, the fact that the new administration has a discernible “FX policy” is nuts. And this isn’t some “well it would be nice if…” kind of thing.
Yields, Dollar Jump On Giant ADP Beat
Expect a Trump tweet soon…
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