“The president’s refusal to affirm the intelligence community’s findings pushes that analysis toward the realm of political subjectivity. These data might also reflect Americans’ distrust of institutional authority more broadly—a tendency that pollster Guy Molyneux characterizes as one of the “least appreciated†characteristics of the American electorate.”
Author: therealheisenberg
Will You Please Listen While One Trader Explains Why He’s Bullish European Stocks (Again)?
“We have most likely shaken out the weak European stock bulls that were buying on the magazine cover news, and are now hopefully ready to resume the steady march higher. Stamp a ticket – I’m back on board the Eurostoxx bandwagon.”
‘They Will Only Act To Avoid A Panic’: BofAML Has A Message For You
“We believe that central banks would be willing to let the markets correct lower and would act only to avoid a panic that could affect the recovery and the inflation outlook.”
Linda Sarsour: ‘I Am Islamophobes Worst Nightmare’
“These ugly threats come from people who also spout anti-Muslim, xenophobic and white-supremacist beliefs. Their sole agenda is to silence and discredit me because I am an effective leader for progress, a Palestinian American and Brooklyn-born Muslim woman. In short, I am their worst nightmare.”
Beware The ‘Froth’: Deutsche Bank Delivers Epic Warning To Investors
“We believe that the financial markets seem to have entered frothy territory (even if not being in a bubble). In the first place, we would never know if this is a bubble until it bursts.”
China’s ‘Nasdaq’ Slides Most Since June 1
File this one away in the “worth noting” folder. Chinese equities were the only red in a sea of green on Monday morning and although the SHCOMP closed only marginally lower, ChiNext (China’s “Nasdaq”), dove nearly 2%.
One Trader Is Already ‘Outraged’ And It’s Only Monday
“I’m also outraged.”
Larry Summers: A Company Would Have Fired Trump For His G20 Behavior
“A company would have replaced a CEO with behaviour as erratic as that of the president.”
Large Block Trade Triggers Bund Rally
Since everyone is laser focused on DM yields and, more specifically, on German bunds and whether we’ll get a repeat of the 2015 bund “tantrum”…
Oil Dives (Again) As Hedge Funds Most Bullish In 3 Weeks
On Sunday evening we wondered if news that Libya and Nigeria may soon be asked
Global Stocks Are Happy. Gold Is Sad. China! I Found Some Inflation In Norway.
Well, I’d say “it’s quiet out there,” but that’s cliché. So how about this: “ain’t
Key Calls (Monday): Upgrades, Downgrades & Initiations
You need an upgrade.
O, Canada! China?! Yellen Yellin’: Full Week Ahead Preview
Ok, well this should be an interesting week. We’ll get the BoC, which will make
Why We’re Vulnerable: CTAs’ ‘Oversized Loss’ Betrays Extreme Positioning
“Recent oversized loss in response to a relatively minor sell off suggests a substantial overweight: A 20bp rise in rates has produced comparable losses as a 50bp sell off across the presidential elections in November.”
An Incredulous Marco Rubio Lampoons Trump’s ‘Cyber Security Unit’ Tweet
It is indeed as ridiculous as it sounds. Marco thinks so too.
OPEC May Ask Libya, Nigeria To Cap Output In Effort To Rescue Market
KUWAIT: OPEC, NON-OPEC INVITED LIBYA, NIGERIA TO MEET IN RUSSIA
KUWAIT: OPEC, NON-OPEC TO DISCUSS OUTPUT CAPS ON LIBYA, NIGERIA
KUWAIT: LIBYA, NIGERIA MAY BE ASKED TO CAP OUTPUT SOON
‘A Few Weeks Ago, We Were Whistling Past The Graveyard’: 2 Charts To Watch In Junk
Now “the high-yield bond market is waking up,” he went on to caution.
Saudi State Media Accuses Qatar Of Bribing ‘Sorcerers,’ ‘Harnessing Genies’
“Sorcerers from Senegal and Mauritania get millions of dollars after sheikhs in Qatar offer to bring down spirits and harness genies to solve the crisis.”
Goldman Previews Q2 Earnings Season
Look, here’s the thing: Goldman has got some shit on their chest they need to get off with regard to upcoming earnings results.
NY Times Presents: Vlad, The Trump Impaler
Their conversation boiled down to this:
Trump: “Did you do it?â€
Putin: “Nyet.â€
Trump: “Whew! Glad that’s out of the way.”
If This Is The Big One, ‘You’re Going To Have To See It Here Too’…
“Do as we say in rates and do as we do in credit” – or something.
Trump: Me And Putin Forming ‘Impenetrable Cyber Security Unit’ To Make Hacking Safe Again
“Make hacking and many other negative things safe and guarded again.”
‘The Real Fun Is Just Beginning’: Quants Stare Blankly At Worst Losses In 10 Years
It’s been a long time coming, but the week(s) of reckoning have finally come for
President Pence?
“The appeal of Mike Pence to many is rooted in a desire to get us back to some sort of normalcy in the presidency.”
Anadarko’s Al Walker Says US Shale Is An Alcoholic And Investors Are ‘A Problem’
“It’s kind of like going to AA. You know, we need a partner. We really need the investment community to show discipline.”
What Kind Of Crook Is Donald Trump?
“But what crime? Can anybody identify the crime?”
‘Rout,’ ‘Tantrum,’ ‘Debacle,’: One Trader Says ‘This Is All A Bunch Of Tripe’
“And we have newspaper people on the payroll, don’t we, Tom?â€
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