Meanwhile, from the “full-retard” files… The Trump Administration thinks it’s high time we get started
Author: therealheisenberg
Pray For Poor Data So Janet Yellen Can “Keep This Party Going”
“In our view, for the cycle to last another several years, we want to see more of the same – a continued environment of ‘ok’ growth and low inflation, which allows central banks to keep the party going.”
Central Banks Have “Learned A Lesson”: “Silence Is Golden”
There’s been no shortage of speculation about whether the Fed “got what it wanted” out
One Chart & One Question For High Yield Longs
If you’re still hanging onto high yield after the third largest weekly exodus in history
Saturday Humor (“A ‘Retarded’ Culture”)
“But, I have nothing against Muslims”…
“Young People Are In Revolt”: Le Pen Dupes 40% Of France’s Youth
“Young people are in revolt,†says Ms Dieulafait. “We have had 50 years of right and left, and look at the millions of us that are unemployed, living in poverty, without stable jobs or housing . . . it’s time for a change in the system, it’s time for Marine.â€
Here’s Where Demand For Stocks Will Come From In 2017
It’s been no secret that the bid for equities in 2017 has been largely attributable
Before And After: About Those “Consensus” Trades
Ever since oil took a dive last week as the market suddenly decided it was time
JP Merlin Returns: Kolanovic Says Buy The Dip
Remember back on Tuesday night when Goldman decided 19 hours before the Fed hike was
Friday Humor: “Something In Common”?
“As far as wiretapping I guess by this past administration, at least we have something in common”…
“PUMP” & Dump?
If there’s anything I’ve been consistent on over the past several months, it’s been the
One Republican To Another: “Am I Someone Else’s Baby?”
I saw him down at conference, and I said, ‘Hey, I just want to know if I’m somebody else’s baby.’ He said, ‘You should have called me.’
So You Want To Be An Oil Contrarian?
“Should oil rally $10, less than our commodity analyst forecast, from the current $52 to $62 by the end of 2Q (up 19%), the HY spread could decrease 48bp.”
Presenting The “Real Bubble”
“We see real rates as extremely misvalued if not in a bubble. Real rates are far below (-2pp) levels implied by prevailing GDP growth rates, which have historically provided an anchor.”
Oh (Goose) Snap!
There’s a lesson in here somewhere…
Spot The Moment “Lunatic Populist President Risk” Rose This Morning
Remember what we said last night about having to think twelve steps ahead and how
For The First Time Since Jan. 20, The Leader Of The Free World Is In Washington
If you frequent these pages, you’re well acquainted with how I like to characterize Angela
One Bank Warns: “Markets Are Too Sanguine,” Fed Hikes Now More Likely
As noted on Thursday, there’s a tug-of-war developing between two competing narratives on US Treasurys. Here’s
One Trader Says Don’t Worry, Get Drunk
Well, either Mark Cudmore was already drunk when he wrote his Friday missive, or he
Finally Friday: Oil Looks For Weekly Gain; EM, Euro Surge; Merkel Meets America’s Useful Idiot
Well, it’s quiet out there as an exceptionally eventful week (finally) winds down. As we
Key Calls (Friday): Upgrades, Downgrades & Initiations
Are your stocks on the list?
A Good Bottle Of Scotch Would Be Nice: Making Sense Of Market Nonsense
Thank God for four months of sobriety because the old Heisenberg would have been at the bottom of a good bottle of scotch right now…
China Slams “Selfish” Fed Hike, Warns Emerging Markets Still “Naked” At Low Tide
“In fact, for the United States, the dollar as the reserve currency of the biggest dividend, is the world can “cut leek” or cut wool. The US economy to weather the storm, the Fed will raise interest rates, a huge siphon effect to the dollar back, which is the first round of cutting cash, the US economy to weather, Second round cut wool.”
Donald Trump (Who Never Grabs ‘Em By The Pussy) Just Wants To Protect Muslim Women
“That Trump, who bragged about forcibly groping women during his reality TV days, would present himself as a protector of women from violence is insidious enough. But from a policy level, Trump’s cynical use of violence against women in his immigration order is even more hypocritical, considering that his administration is reportedly planning to gut the very programs that would assist women who are victims of domestic violence.”
Why One Bank Is Still Bullish On Stocks (And Bearish On The Long End)
A tug-of-war is developing between two competing narratives on US Treasurys. On one side are
This Is How Much Your “Junk” Depends On Central Bank Dovishness
On Wednesday we showed you the following chart from BofAML: So that right there should
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