Rollercoaster.
Category: 10Y
Black Monday.
The bottom fell out.
High Drama: Full Week Ahead Preview
Who’s ready for another week like last week?!
Don’t Blame This Guy…
“If the selloff feels like news”…
Tail Risk And A Trip Back To The Shrinking Playground
Maneuvering space, a (still) shrunken sandbox, and a step closer to the tail risk strike.
There’s Too Much To Lose!
“We’ve come too far!”
Yields, Dollar Spike As Jobs Report Threatens To Exacerbate Bond Rout
Ok, well if what you were looking for was an AHE beat on top of a headline payrolls beat from Friday’s jobs report, you got it…
Jobs Report Beats ‘Bigly’, AHE Breezes Past Estimates
Looks like a barnburner.
We’ll Get ‘Em Lower.
Safely. Of course.
Albert Edwards Goes To Jamaica, Hangs Out With Ghost Of Marilyn Monroe, Comes Back And Warns Of ‘Double Bubble Trouble’
You’ll be happy to know that Albert Edwards is “restored to [his] bearish best” after taking a couple of weeks off to relax in Jamaica.
A ‘Moment’ In Time.
January in the books.
‘Significant Shrinkage’
“I don’t believe that for one second.”
Still No ‘Motive For Murder’?
After Tuesday, you might be in need of a palliative vis-à -vis your growing sense of angst about what effect the ongoing bond rout will have on your previously bulletproof collection of grossly overvalued equities.
Judgment Day.
“… and the sun became black as sackcloth.”
In Asia: A Sea Of Red On Tuesday
The screens are red. Might need to reboot.
‘It’s Incredible’ – I Think.
Monday, Monday.
‘Boiling Frogs, Rising Yields’: 10-Year Yield Hits Highest Level Since April 2014
“For now, think happy thoughts.”
The Deflation Demon Lives!
So, could Trump end up resurrecting the deflation demon we thought we’d finally exorcised?Â
If You Thought That Was Crazy: Full Week Ahead Preview
How about a little more fun?
Davos Man.
Well, that didn’t disappoint.
The Gun’s Not Loaded!
“Stirred, in a half-carafe.”
SocGen: Stocks Haven’t Been This Expensive So Widely Since 2005
Remember: “it’s all relative”.
Ok Guys, We’re Goin’ On Tour.
Predictably, it went awry almost immediately.
This Shit Is Deeper Than Washing Machines: Markets Aren’t Ready For Trump’s ‘Hot’ Trade War
It’s deeper than residential washing machines, folks.
Ray Dalio Calls For Bond Market Crash, Warns Drivers Not To Rear-End Semi Trucks
Ok, well on Wednesday, Dalio was kind enough to speak to Bloomberg whose correspondents are also in Switzerland and now, he’s calling for “the largest bear market in bonds that we have seen since 1980 to 1981.”
Money Laundering.
What to say about Tuesday? Well, a lot actually.
Chart Of The Day: Risk Appetite Hits All-Time High
Does that bode poorly? Not necessarily. But…
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