What political uncertainty?
Author: therealheisenberg
Alt-Right Blogosphere’s Attempt To Besmirch Coretta Scott King Debunked As Bullsh*t
Read Politifact’s take and decide for yourself who’s full of sh*t: Elizabeth Warren or the alt-Right blogosphere…
Dear America: How Stupid Are You?
There were already very real questions about whether it was appropriate to elevate a known racist to Attorney General…
“The Data Doesn’t Even Matter”
So just a few minutes ago, I said that “basically, the message is that unless
Key Calls (Thursday): Upgrades, Downgrades & Initiations
Are your stocks on the list?
Get This Through Your Damn ‘Brain’ard
So basically, the message is that unless the S&P were to suddenly collapse, the Fed
Donald Trump The Latin American Demagogue
We’ve seen this movie before… and it usually ends badly.
Chart Check: Subprime Auto Delinquencies Near Crisis Levels
Over the past several weeks, I’ve documented what looks to be the beginning of the
Goldman: Dollar Subject To “Quick Upside Repricing,” Structural Strength
Regardless of whether you agree with how the market is now pricing the odds for a March hike, you should think about the extent to which policy divergence between the Fed and the BoJ/ECB is for all intents and purposes inevitable.
How About Some Deflation With Your Reflation?
You just need one chart…
Can Someone Please Explain This Schatz?!
We need to know the extent to which the Schatz spread to 2Y French govies is an indication of investors trying to price redenomination risk around a prospective Marine Le Pen win. That is, we need to understand how closely we should be watching the German curve as a barometer of political risk.
WTF Chart Check: Don’t Forget About France
Lest it should slip your mind that for every “success” Trump has, the odds of a French electoral “accident” increase, consider once again the disconnect between asset prices and policy uncertainty in Paris as illustrated here by HY spreads versus the EPU…
2-Year Yields Highest Since 2009 While German Yields Argue With Soaring Inflation
One thing you might want to note is that 2Y yields hit their highest level
As March Odds Top 80%, One Bank Says Not So Fast
“That Wells Fargo note is looking pretty prescient right now” – said no one, anywhere ever. Until now.
Traders, Analysts Are Pissed: “At Some Point, Everyone Is Going To Realize The New Emperor Has No Clothes”
“As analyst notes flow in to investors’ inboxes during the next 24 hours, asset prices may start reflecting a far more negative outcome. Beware downside moves in the dollar, in U.S. yields, and even in equities. At some point, traders may realize the new emperor has no clothes.”
“Beware The S&P Air Pocket”
Regular readers may recall Citi’s News Implied Sentiment Indicator (NISI) which “aims to capture investor
With Odds Of March Mushroom Cloud Lower, Time For Trump Economic Team To “Muddy Those Expensive Loafers”
The political scientist in me is a little annoyed with some of the overnight Street
Chaaarge! Global Rally Is Back As Trump Discovers Teleprompter Is His Friend, Fed Speakers Talk Up March
It would be a stretch to say he “did a good job.” It felt like we were watching a man who had been told, in no uncertain terms, that this was most assuredly not the time to play presidential Mad Libs.
Key Calls (Wednesday): Upgrades, Downgrades & Initiations
Are your stocks on the list?
No, Janet Yellen Does Not Need To Wait On Donald Trump
Think back to last month. I know that’s really f*cking hard because with Trump in
“Fairly Soon” Means “Fairly Soon”: March Odds Spike On Spate Of Super Aggressive Fedspeak
As you might have noticed, the reflation narrative got a boost after hours when comments from
Tuesday Humor: The Working Man’s President
Just looking out for the little guy… by surrounding myself with billionaires.
Behold: The “Trump Trade Fade” In 2 Charts
Suddenly everyone cares about those cross-asset correlations I’ve been harping on since the election. Just
1/2 Off Heisenberg Phone Call Sale: $5,000/ 30 Minutes
It turns out people like bullsh*t research. Well, not really. Let me be more specific.
Reuters Is Going To Drive Up Oil Prices Today Dammit, Even If It Kills Them
Reuters is going to drive up oil prices today goddammit, even if they have to publish 18 stories to do it…
Here Are Goldman’s Option Plays For Trump’s Big Speech
Are you looking to trade around Tuesday night’s big event? Sure you are.
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