Some random musings.
Category: 10Y
Confucius Say.
Good lord.
Bitter Coffee.
A spoonful of sugar, helps the medicine go down.
After All That Hype.
Aaand that’s the week.
When Doves Try.
This is what it sounds like.
‘Plain English’.
Do you speak it?!
Fed Hikes: New Dot Plot, Projections, Red Line, Analysis
And without further ado…
What Wall Street Expects From The Fed
Calibrate your expectations accordingly.
Give Peace (And Quiet) A Chance
Holding pattern as market awaits the Fed.
Meet Me In Singapore.
As everyone holds their breath…
‘Transient Or Persistent’: What Does Credit Know That Everything Else Doesn’t?
Maybe nothing. Consider it unresolved.
No Resolution.
Aaand that’s the week.
Tipping Dominos At 4 A.M.
Sour mood headed into a risky weekend.
Sittin’ On The Dock Of The Bay.
This should have been an uneventful day, but alas.
God Bless Us, Everyone.
Muddling through, where that means: voracious rally.
Fly Eagles, Fly.
A listless Tuesday.
Pardon Him.
Put on your tinfoil hats and let’s make some damn money.
All Enemies, Foreign, Domestic, Real And Imagined: Full Week Ahead Preview
Shifting alliances, political turmoil, conspiracy theories and just the usual crazy shit.
One Trader Asks: ‘Are We Sleep Walking Into The Next Crisis?’
“Quick – the United States suddenly backtracks on half century of globalization and enters a trade war with almost all of its trading partners – do you buy or sell equities? And how about bonds?”
With Friends Like You.
Who needs allies, anyway?
Will Italy And Emerging Markets Stop The Fed’s Hiking Cycle? Goldman Answers
The bar is high. Or is it?
Opposite Day.
Like yesterday, only completely different.
Fuggedaboutit.
Ciao Bella.
Fitting End.
And that’s the week.
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