Jim Mattis Resigns – The Last Adult In The Trump Administration Is Gone
“…you have the right to have a Secretary of Defense whose views are better aligned with yours.”
Category: 10Y
Theresa May Survives To Crash And Burn Another Day
That was fun, but about that whole Brexit thing…
Of Truces, Cartel Meetings And Jobs: Full Week Ahead Preview
Strap in for a full docket.
Jeff Gundlach: ‘Trump Is Crazy Like A Fox’
“President Trump is just a different kind of guy.”
Enter The Dragon: Full Week Ahead Preview
Here comes China.
Crossing The Rubicon On Global Bond Yields
“The cost of global capital would rise further”…
Dollar Guns For Best Streak Of The Year Ahead Of Make-Or-Break Jobs Report
Can you feel the tension?
‘Why Are Higher Yields Not Impacting Stocks Here?!’: Nomura’s McElligott Answers
“This is what happens when”…
Bond Blowup Continues As Stars Align For Nuclear Selloff
“The underlying message is that the US economy isn’t just in fine fettle, it’s on fire.”
Reflation Madness! Treasury Selloff Turns Unruly As U.S. Economy Is Screeching Tea Kettle
Boy, we’re really in the heat of things now.
Now Hiring: Full Week Ahead Preview
Another week, another litmus test…
These Are The Three Most Vulnerable Areas To A Rising Risk-Free Rate
The straw that breaks the camel’s back…
‘Yields On The March!’ Reflecting On The Latest Bond Selloff
“…this time without financial media concern.”