Oh, dear lord…
Author: therealheisenberg
Crise: “Shhh… We’ve Already Seen This Movie”
So as the market frets day and night about the pace at which the Fed will shrink its balance sheet, Bloomberg’s Cameron Crise is out with a reminder that in reality, we’ve already seen this movie. And if the first screening was any indication, this may be “much ado about nothing.”
White House: “Overwhelming Evidence” Russia Trying To Cover Up Syria Gas Attack
“The Syrian regime and its primary backer, Russia, have sought to confuse the world community about who is responsible for using chemical weapons against the Syrian people in this and earlier attacks.”
“Something Happened After The Crisis” Deutsche Bank Settles An Important Debate
“Even more striking, however, is the twisting in the curve: the euro became far more sensitive to the very front-end of the curve”…
“Who’s Behind The Treasury Rally?” Bank Of America Answers
Implicit in the incessant speculation (no “spec” pun intended) about 10Y yields, where they’re going,
Oil Jumps On Saudi “Maybe We’ll Extend These Cuts After All” Headline
SAUDI ARABIA SAID TO WANT OPEC TO EXTEND PRODUCTION CUTS: WSJ
Look! It’s Falling Apart: Yields, USDJPY Fall; Stocks Tumble
See how that works?
Reliable Sources: Putin Says Putin Puppet Plotting Fake Gas Attacks To Frame Putin
You know, sometimes you just have to throw up your hands. There’s a difference between
Eric Trump Wants To Talk To You About Syria And His Dad
“If there was anything that [the strike on] Syria did, it was to validate the fact that there is no Russia tie.”
Here’s How To Trade The Biggest Political Event Risk In The Developed World
On Monday we brought you the latest from France, where fast approaching Presidential elections have
“PUMP” & Dump: Fracker Underwriters Say Buy “ProPetro” For Yuuuge Upside
Regular readers will recall that we’re not exactly optimistic about the prospects for a sustained
Tillerson Says Assad’s Reign Is Over, Will Meet His “Friend” Putin On Wednesday
“It’s clear the Assad family reign is coming to an end,” Tillerson told reporters in Lucca, Italy. Here are the other notable soundbites…
While You Were Watching That Screaming Guy On The Plane (Again), I Was Buying Yen
Well, it kinda feels like everyone just said fuck it and bought the yen overnight
Trader: Investors Know Where They’re Going, Just Not How To Get There
“Typically, traders have a pretty strong opinion of how they think things currently stand and then try to craft a narrative of where they believe asset prices may be going. In today’s environment, investors seem to have more confidence in their longer-term outlook than on what is going on now.”
This Hasn’t Happened In 82 Weeks
On Sunday evening in the tongue-in-cheek-entitled “Investors Dump Stocks For Super-Safe Junk Bonds,” we noted
Janet Yellen Tries Twitter Q&A, Twitter Says “WTF?”
Well, markets look to have made it through Janet Yellen’s “ask-a-Fed-chair” session without incident. Which is good for asset prices, but seems to have frustrated some netizens.
Vive La France! A Bad Holocaust “Joke,” A Goldman Short Reco, And A 4-Way Race
The “funny” (I mean, it’s not really “funny”, but it kinda is at the same
One Bank Explains What’s Next For Oil, Commodities, And The Risk Assets They Influence
One of the notable market developments over the past month was the spike in HY’s
Deutsche Bank Exclaims: “This Is The Most Boring Year Ever!!!”
Credit. Is. Passed. The. F*ck. Out.
Calling Off The Dogs? Bannon Mouthpiece Breitbart Orders Editors To Be Nice To Jared Kushner
This is nothing if it’s not hilarious….
Relax: Syria’s Assad Didn’t Use White Phosphorous, “Just” “Incendiary Russian Cluster Bombs”
“However, Neil Gibson, an expert at Jane’s Information Group, said the firestorm looked more likely to have been caused by RBK-250 or RBK-500 incendiary cluster bombs.”
Gundlach: “This Reflation Trade Is Going Away”
We’ve been saying since January that investors were showing signs of fading the reflation narrative
“We’ve Got To Turn This Around” – 30 Trump Staffers Held Secret “Rebranding” Meeting Last Week
“One hundred days is the marker, and we’ve got essentially two-and-a-half weeks to turn everything around,†said one White House official. “This is going to be a monumental task.â€
We’re At “An Inflection Point” – Here’s How NOT To Play It
Over the weekend, we talked a bit about the “seismic battle taking place between the
Goldman Has A “Compelling” Trade Idea, So Listen Up
“For investors looking for a macro hedge, credit offers more attractive hedging opportunities. For investors adding to bullish positions, equity offers more attractive buying opportunities.”
“How Could It Be That You Didn’t Know?” McMaster Implicates Moscow In Syria Chemical Attack
“I think what we should do is ask Russia, how could it be, if you have advisers at that airfield, that you didn’t know that the Syrian air force was preparing and executing a mass murder attack with chemical weapons?â€
After Frozen Jobs Report, Goldman Says Economy Still On F*cking Fire
“We think the labor market is at full employment, with a risk of overheating over the next 1-2 years given our forecast for growth.”
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