“Given how negative sentiment on the political outlook has become, it’s feasible this sell-off in the 10-year could originate with a positive surprise from the policy process.”
Category: 10Y
I Don’t Want To Be Disappointed.
“I am fully committed to working with XIV to get. This. Job. Done.”
What If Stocks Are Right?
“…problems could arise if markets take a look at the U.S. and say “America! Heck yeah!”
Aussie Spread Over Treasurys Balloons To Post-Election High
Here’s one of those notable developments that’s probably flying under your radar.
Apocalypse Wow.
The crowds are huge for the end of the world…
Treasury Yields Dive To 2017 Lows
Seems half a world away now, doesn’t it?
‘I’m Worried About Donald Trump’- Global Markets, Analysts React To North Korea
While there’s no way to know, ahead of time, if “this time is different” in
Kospi, Nikkei Fall As Market Ponders Whether They’ll Be A Tomorrow Or Not
“Clap for me bitchez”…
The Great Flood
Although I can’t imagine why…
Damned Data – Full Week Ahead Preview
Ok, so the overarching narrative for this week shouldn’t be materially different from last week
Specs Turn Net Long Treasurys For First Time Since June
“Make of that what you will, but it certainly doesn’t look like a vote of confidence in the prospects for the Trump agenda from where we’re sitting.”
Nobody Panic.
Your refund will be escaping this death trap with your life…
Thumper Does Jackson Hole
“Frankly, if they won’t or, more likely, can’t tell us what they are planning to do, they should take a pass and stick to their economics and orthodoxies.”
One Trader Takes A ‘Dark Side Stab’ At Jackson Hole
“No, a surprise will most likely look like a Central Bank chief that attempts to put policy back on the previous tighter path.”
Waiting Game.
Just biding time…
4th Grade Press
And just like that, all of the good news trial balloons we got from McConnell on Monday (debt ceiling guarantee) and from Politico on Tuesday (tax reform moving ahead) were rendered null and void…
#MAGA Gets Back On Track As Yields, Dollar Fall, VIX Spikes
The “Make America Great Again” train was chugging along just fine after a week chock-full
‘Game: Blouses’
“It wasn’t even like it was close”…
The Calm Before The (Maybe) Storm
Dissensus is back.
Here’s What To Expect For Stocks If There’s A Government Shutdown…
“However, with generally elevated policy uncertainty, equities might stay more volatile as we near the debt limit deadline.”
Don’t Look Up – Or Down…
“Ideological interpretation: Looking down is a mistake — the system works only if no one opens his eyes.”
‘We Are In A Dive, I Repeat’…
“You know what? It’s fine.”
Wall Street’s Best Strategist Outlines The Asymmetrical Risk From A Trump Trade Unwind
“In the light of the recent geopolitical and domestic tensions, the market is taking a closer look at the Trump trade. This is reflected in pricing in a higher probability of a short-term risk off trade.”
Cohn-Heads
But not like Beldar.
As White House Denies Gary Cohn ‘Rumor’, Market Gets ‘Crash’ Preview
“I don’t want to be an alarmist”…
Borrowed Time.
Tick, tock.
July Fed Minutes: Highlights And Summary
Although several participants were prepared to announce a starting date for the program at the current meeting, most preferred to defer that decision until an upcoming meeting while accumulating additional information on the economic outlook and developments potentially affecting financial markets.”
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