Going into the week it was all about two things: Yellen on Capitol Hill and
Author: therealheisenberg
America Or Japan: Who’s More Creditworthy?
Survey says!…
Does Anyone Still Give A Sh*t About China Risk?
We’ve come a long way (I guess) since the days when China risk was in the driver’s seat in terms of financial conditions and it’s a good thing, because the Fed has enough on its plate without having to worry about whether a wayward PBoC will short circuit the FOMC’s plans to normalize policy.
Key Calls (Wednesday): Upgrades, Downgrades & Initiations
Are your stocks on the list?
“Bigly”: Reflation Is Back As Dollar Rises, Global Stocks Rally, Oil Eyes EIA Data
Apparently, reports of the reflation meme’s demise were greatly exaggerated. It wasn’t too long ago
The Mystery Of The Short Short VIX Trade
I’ve talked a ton about volatility (or, more appropriately, an acute lack therefore) in these
“Legal Hell”: The Complete Idiot’s Guide To Trump’s Attack On The Judiciary
It doesn’t surprise me that so many “so-called” voters (that’s a joke) are so profoundly ignorant
That Was “Easily The Most Hawkish” Yellen We’ve Ever Seen
“Yellen’s remarks in Senate testimony were the trigger point for a market that may have been short dollars, a trader in London said, while Amherst Pierpont’s Stephen Stanley described them as ‘easily the most hawkish message’ that she has delivered as Fed chair.”
Tuesday Humor (Meet The President)
A special day for America’s youth…
“Genuinely Scary Moments Are Ahead,” One Trader Warns
“Theoretically, Europe is set to avoid each of this year’s political pitfalls — but the scares will be genuine. The euro will continue to slide in line with the rising long- term risk-premium around the region, while the bond markets flare-ups will be acute ahead of specific dates.”
Tuesday Humor (“It’s Magic”)
Here’s what gets us to Dow 100,000…
Goldman: Trump Threatens Europe With Strongman “Bilateral World Order”
So you know, the percentage of the European population that’s still sane (and that’s an ever dwindling number apparently) would have really appreciated it if Trump would have just been satisfied with the damage he’s already done rather than piling it on by dispatching Peter Navarro to weigh in on the legitimacy of the common currency.
Algos Go Nuts As Word “Hike” Makes Appearance On Capitol Hill
The machines were ready…
Chart Check (One Word And One Word Only)
Earlier on Tuesday, I brought you some excerpts from Goldman’s corporate “Beige Book.” Essentially, the
Here’s What Corporate America Is Most Concerned About
Do you want to know what corporate America cares about? Sure you do. After all, you’re
Janet Yellen Has A Valentine For You
As noted earlier this morning, Valentine’s Day is all about Janet Yellen on Capitol Hill. Although
Yellen Yellin’ On Capitol Hill, Dollar Slumps, Toshiba Turmoils, China PPI, German GDP: Enough Said
Ok, so there was actually quite a bit going on overnight, but needless to say,
Key Calls (Tuesday): Upgrades, Downgrades & Initiations
Are your stocks on the list?
Stagflation Cometh?
From the very beginning – that is, from the time Trump was elected – there’s
Poetic Justice? Europe “Celebrates” 25 Years Of Integration With Descent Into Chaos
Proponents of the nationalistic fervor currently spreading across Europe will likely find some poetic justice in the fact that the dissolution of the EU could ultimately unfold just as the bloc celebrates a milestone in time.
I Like My Term Structures Kinky
I’ve talked quite a bit about how the US equity market is grossly mispricing political
Tragic Irony: How Trump And Le Pen Perpetuate Radical Islam’s Apocalyptic World View
One of the most tragically ironic things about populism anno 2017 is the extent to which it reflects the very same radicalism its adherents claim to be fighting against.
Heisenberg Challenge: To “Hedge” Or Not To “Hedge”
Submitted for your approval: an amusing comparison.
Chart Check (Going Global On Valuations)
Valuations have become something of a hot topic of late for one very simple reason:
“Substantial Volatility” Ahead: One Bank’s Take On Yen-Sanity
Well it’s all about USDJPY on Monday. Of course if you’ve traded these markets professionally
Trump Official Inauguration Poster Misspells “Too”: No, Really
“This print captures the essence of Donald Trump’s campaign.”
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