Come one, come all.
Category: 10Y
‘Fuggedaboutit’: Bill Gross Says ‘This Market Is Fake’
“Fuggedaboutit.”
Risks Aplenty.
And now, back to your regularly scheduled programming…
Calm Before The Storm.
Although you’d be forgiven for asking where the “calm” was.
Jobs Report Misses Badly, Earnings Beats ‘Bigly’
U.S. Sept. Nonfarm Payrolls Fell 33k
Avg. hourly earnings 0.5% m/m, est. 0.3%, prior 0.2%
Choose Your Own Jobs Adventure! ‘Yields Need To Get Their Mojo Back – Or Else’
“The dollar needs the rise in US yields to get its mojo back – or else.”
Nothin’ But A Dumb Bear.
“Smack! Smack!”
Ctrl-Alt-‘Up’.
Another day, another…
Here Is The Source Of The Next Crash
“But I wonder if Ray Dalio’s retirement was equally smart. Could he have timed it perfectly? Did he retire like Michael Jordon after sinking the jump shot in the dying seconds to win the series?”
‘Your Guess Is As Good As Mine’: One Trader Tells You How Friday Is Going To Go
“Still, like it or not, traders will scream about, and trade on, misses or beats of statistically meaningless amounts to a number whose meaning will only be really known in hindsight.”
Rotate Me.
“The past few weeks have been marked by significant rotations.”
What Happens In Vegas.
A somber day. An ebullient market.
Trader: A Part Of Me Wants To ‘Sell Everything’
“On a purely emotional basis, I was torn between sell everything — hard to do in foreign exchange — and wondering anew whether news itself no longer has any meaning for investors.”
The Poison Pill: ‘Trump May Have To Resort To Shutting Down The Government’
“We struggle to understand the positive market reception to the unveiling of the detailed tax reform proposal last week. In our view, the plan, which is not even close to meeting the Byrd test, has little chance of becoming a reality.”
Hurricane Damage: Full Week Ahead Preview
Ok, well it’s Sunday which means, barring Trump wandering into a nuclear war in the next several hours, tomorrow will be Monday. This week they’ll be a lot of talk about…
No Market Is An Island.
Best of luck in Q4 and here’s hoping there’s a Q1 2018.
Dollar, Yields Jump As WSJ Says Trump Met With Warsh On Fed Job
“President Donald Trump and Treasury Secretary Steven Mnuchin met with Kevin Warsh on Thursday to discuss his potential nomination as the next Federal Reserve chairman.”
False Start.
15 yards…
‘It’s Already Up More Than $10 Million’ – Steepeners Are Starting To Pay
“The combination created a bet on curve steepening that gains or loses $4.2 million for each basis point move in the yield spread. It’s already up more than $10 million”…
‘There’s An Old Saying In Texas’…
“There’s an oft-quoted cliche that the definition of insanity is trying the same thing over and over expecting a different result.”
3 Reasons Goldman Thinks ‘Trump Trade’ Part Deux Is For Real
Hooray! The “Trump trade” is back! Not really. I mean, it is. I guess. Assuming
Just One Question As The Bond Rout Continues: When’s The Tantrum In Stocks?
Ok, so the setup is definitely in place…
Here’s What’s Really Going On: ‘A Machiavellian Read’
“One school of thought is that they have played their cards exceptionally well this year in the FX market.”
Bonds Are Stuck In The Worst Rut In 52 Years – Here’s Why
“The world’s most important bond market is stuck in its worst rut in more than half a century.”Â
‘Believe Me.’
What could go wrong?
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