Now if you didn’t know any better, you’d be inclined to think that any dissent as it relates to the BoJ’s lunatic policies would have to be centered around an objection to the inherent recklessness of it all. But that’s if you didn’t know any better…
Author: therealheisenberg
Goldman Answers All Of Your Questions About The September Fed Meeting
Q: Will the FOMC hike the funds rate in December?
A: Yes, probably.
S&P Cuts China Just Ahead Of Party Congress
Well, the timing leaves something to be desired.Â
Key Calls (Thursday): Upgrades, Downgrades & Initiations
You need an upgrade.
I’m Out Of Bullets, How About You?
Can I borrow your double-edged sword?
‘Axis Of Evil On Steroids’ – Trump’s U.N. Speech
“…he severely undercut the prospects for a diplomatic solution to the crisis, making war that much more likely.”
La, La, La.
Finally, in case you haven’t had enough of “connecting the dots” today, here’s another exercise for you…
Mueller Asks White House To Produce Documents On Trump’s Actions As President: NYT
In case it wasn’t clear to you that the walls are closing in on this administration, The New York Times is out reporting that Robert Mueller has now asked the White House to produce documents related to the actions Trump has taken as President.
Fed Decision: Highlights, Redline, Dots, Projections, Analysis
“Connect the dots”…
How Charlottesville Opens (Another) Door For Russia
“…throughout Europe an expanding and persistent link exists between extreme right-wing hate groups and Russia.”
‘Quite Long.’ And Quite Optimistic Too.
So enjoy reveling in our confirmation bias and don’t forget to laugh at the characterization of inverse VIX ETPs as sources of “stable” carry…
Dollar On The Move, EM Under Pressure As Fed Holds Firm On Trajectory
Dollar bears on the back foot all of the sudden…
Dollar, Yields Rise While Stocks, Gold Dip On ‘Hawkish’ Fed
The Fed still sees another hike in 2017, perhaps proving that they are in fact leaning in the direction of looking through subdued inflation in the interest of safeguarding financial stability.Â
This Hasn’t Happened Since Brexit
Sustainable? Probably not.
‘Truman Would Have Been Appalled.’
“Just as Trump has never done anything in his life that did not benefit him personally, so he cannot imagine any nation acting for the general good.”
Two Hundred And Seventeen Years.
Wouldn’t it be super-fun if someone looked at bonds and equities from 15 DM countries going back 217 years and then made an equally weighted index to find out how expensive things really are versus history?Â
‘Run, Forrest. Run.’
“… the bears could catch up into year-end.”
Okay, Bitcoin Fans – Riddle Me This…
“It’s also important to emphasize that, like any bubble based on the Greater Fool Theory, there’s no logical limit to how far it can rise, so fighting the bubble could be just as foolhardy as investing in it.”
Key Calls (Wednesday): Upgrades, Downgrades & Initiations
You need an upgrade.
Close Encounters.
“So although populism has proved unpredictable in recent years, the rise surely increases the risks to the current world order and could set off a financial crisis at some point soon.”
‘He Sounded Like A Mob Boss’: The Reviews Are In On Trump’s U.N. Debut
“Beyond pragmatism, the speech will likely be remembered as one in which the president of the United States sounded more like a mob boss than a statesman—think Robert DeNiro as Al Capone in “The Untouchables†minus the baseball bat.”
Apocalypse Now (Again).
Well for those who had their doom bunkers all prepped and ready, there’s “good” news on Tuesday – the apocalypse is back on.
In Times Of Crisis…
“It would take a huge leap of faith to say that crises won’t continue to be a regular feature of the current financial system.”
Hey! What’s With All This Hedging?
The takeaway: if you’re long and unhedged, one of two things must be true. Either you know something everyone else doesn’t or the other way around.Â
‘We Fear Gold, Bonds, And Stock Prices May All Suffer A Sudden Drop’
“With the Fed’s balance sheet poised to contract and financial conditions set to tighten either steadily or abruptly, we fear gold, fixed income, and equity asset prices may suffer a sudden drop.”
Turns Out ‘BLT Steak’ Not Best Place To Discuss High Treason
“He probably doubted that he would have to remind the lawyers for the president to refrain from discussing the most sensitive legal affairs of Mr. Trump over a sidewalk lunch at a local restaurant, and within earshot and snapshot of an audience that included New York Times reporters.”
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