Well, there’s not a lot going on in the week ahead and by that I mean there’s so much going on that you couldn’t plan for it even if you wanted to.
Category: 10Y
Back To The Future.
It was a good day for the “future.”
Trump Said To Lean Towards Powell For Fed – Unclear If Lou Dobbs Is Involved
Maybe Lou Dobbs changed his mind, or maybe Trump held another straw poll, or maybe he just woke up on the “Powell side” of the bed this morning, but according to sources who spoke to Bloomberg, Jerome is going to get the job.
‘Crisis’ Averted.
Now back to your regularly scheduled rally.
Trader: ‘Stocks Are Overvalued And We All Know It’
“The debate continues to rage over whether and why equities are overvalued. Ultimately, it’s a waste of time.”
Fireworks.
“…or what counts as ‘fireworks.'”
‘Moment Of Truth’ For Bond Market Is Here, Gundlach Imagines, As Yields Rise
Stop it, Jeff. There’s only so much “truth” we can take.
‘Reckless And Outrageous’
“You will ride eternal”, reckless, gold leaf, and outrageous…
‘A Taylor Away From Losing A Year Of Carry In 15 Minutes’
“Say what you want about the guy, but if Trump has an area of expertise, it’s cheap credit. To think he will follow through with his campaign promise to return the Federal Reserve to an era of discipline is naive.”
One Trader Would Appreciate It If You’d Pull Your Head Out Of Your Ass On Monday
“Show a little spirit and giddy up.”
Sonny Black.
Fuhgeddaboudit.
One Trader Is ‘In A Good Mood This Morning’ Even Though Something ‘Horrible’ Could Happen Over The Weekend
“The answers point to a still tentative but nascent picture of markets that want to test the bullish dollar, higher yields and stop fixating on the equity correction you just know is coming.”
If You’re An Investor, Today Is So Much Bigly-ier Than Yesterday, You Don’t Even Know
See there? That’s the reflation narrative coming back!Â
Senate Passes Budget In Big Win That Sets Stage For Next Big Failure
“This is the biggest hoax cast upon the American people ever that this budget process even exists. The only thing about this that matters is in preparation for tax reform.”
Mild Turbulence.
Fasten your seatbelts.
Trader Warns (Again): The Next Crisis Won’t Be Like The Last One
“Well for me it’s no contest. Slick youtube presentations warning about Danger Ahead (that looks exactly like the Danger Behind!) are like an investor in 2007 warning about tech stocks because the 2000 DotCom crash was still ringing in their head.”
Shrieking Puppets.
We have to win more.
The Situation Remains Fluid.
If you were looking for clarity on anything, today was most assuredly not your day.
One Trader Thinks Everyone Has Found Religion – Here’s Why
“This is really just one manifestation of the more earthly, you can’t fight city hall. A twist in a post-vigilante world, which can’t bear not to believe that the authorities will deliver what our financial market investing thesis requires, while at the same time being utterly incompetent.”
CPI Misses, Dollar, Yields Fall
CPI rose 0.5% vs est. 0.6%
Ex. food, energy up 0.1% vs est. 0.2%
‘You Know What? It’s Fine.’
There’s always tomorrow…
The Fed Is About To Cause A Recession, Lacy Hunt Swears
“I’m very doubtful that they’ll be able to unwind the balance sheet to the extent they say they will.”
Close Your Eyes And Buy.
Don’t worry about the orange man.
September Fed Minutes: Highlights
Obviously, the September minutes will be parsed for clues as to what the committee was thinking in terms of staying the course for December despite lackluster inflation.Â
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