Holiday road.
Category: 10Y
The Incredible Shrinking Playground
“This mechanism of market functioning is a manifestation of systemic causation.”
Sour Note.
Well, an eventful week ended on a sour note, which is a shame for the bulls because Thursday was a barnburner.Â
Death & Taxes.
“That’s one small step for rich people and corporate ‘citizens’ and one giant leap for Republicans who can’t get shit done”…
Here Are Goldman’s Top Themes And Trades For 2018, So If You Don’t Get Rich That’s Your Problem, Ok?
Maybe you heard and maybe you didn’t, but Goldman’s got themselves some trade ideas for 2018 they want to tell you about, ok?
It Could Have Been Worse – A Lot Worse.
The setup was terrible, with falling commodities, a downbeat Asian session, and junk jitters weighing on sentiment.
Markets Would Be A Lot Safer If We Wound Back The Clock About 25 Years
But times have changed.
Bloodbath: Global Stocks Dive In Tandem
Buckle up.
More Questions, Less Answers.
Not what I would call an “upbeat” session.
Monday, Monday.
The fireworks started in Japan and that’s where they ended.
Clean Up Your Damn Junk: Full Week Ahead Preview
“This is the big one, Elizabeth!”
Watch The Throne.
What happens over the weekend no longer remains confined to the weekend.
Flies In The Ointment.
“Well in a low vol world, yesterday was fascinating and a small shock to the system.”
A Truly Taxing Day.
Thursday, bloody Thursday.
Market Gods Are Angry: Bulls Hit By Tax Cut Delay, Junk Bond Drama, Nikkei Jitters (Full Text Of Amended GOP Bill)
Well, if you’re in risk assets – or short vol. – you probably feel like the world is conspiring against you on Thursday.
‘Great Again’
Are we there yet?
Can You Feel The Tension?
Nobody strike a match.
All’s Well That Ends In An Epic Mideast Death Match.
Tension is running high on Monday…
Bearish Bond Bets Ramped Up ‘Big League’ Ahead Of Tax Plan
Boy, I’ll tell you what: some folks were paring the holy shit out of 10Y longs in the week though Tuesday.Â
‘Do Something!’
And that, folks, is the week.
Dollar, Yields Retrace Jobs Dip On Super-Awesome ISM Print
Now that’s more “bigly.”
Jobs Report Disappoints Bigly, Earnings Miss Too, Sending Dollar, Yields Lower
Don’t worry, December is still in play.
Much Ado About Nothing.
Not sure where the fireworks were but maybe you can point me to them.
Check Back Tomorrow.
Thursday is now the “big day.”
Trick Or Treat.
Boo!
Here Are A Bunch Of Scary Charts For Halloween.
“The only thing to fear is fear itself.”
Going To The Mattresses.
“How bad do you think it’s gonna be?”
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