The fun may be just getting started.
Category: 10Y
‘I’ll Bet Every Algo In Asia Was Reading That Text’: It Was Harry!
Wait, Harry? Who the fuck is Harry?
‘You’re Going The Wrong Way!’
“Oh, they’re drunk. How would they know where we’re going?”
Albert Edwards: ‘TrumpÂ’’s Grotesquely Ill-Timed Stimulus Will Be Trigger For Market Implosion, Recession’
“…a ruinous fiscal deficit in excess of 15% of GDP will be Trump’s legacy.”
Wall Street Weighs In On ‘Super-Important’, Bigly Tremendous CPI Beat
“…inflation risks are clearly shifting to the upside.”
CPI Quick Take: What Happens When The Battle Is ‘Won’?
That’s the question.
Futures Plunge, Yields Spike As CPI Fears Realized
Well there you go folks.Â
CPI Blows Through Estimates, End Of World?
U.S. JANUARY CONSUMER PRICES RISE 0.5%; CORE INDEX UP 0.3%
The Most Critical Number In The World Or Mountain Out Of A Molehill?
And so we waited, breathless.
Market Correction: Lessons From 2006
If you’re looking for some confirmation bias for your still-bullish outlook…
Die Another Day.
So the real drama (if there proves to be any) will come tomorrow.
Waiting For Wednesday.
Ahead of a “make or break” moment.
‘This Is Poorly-Timed’: Credit Suisse Ups Rate Hike Forecast Amid Budget Boondoggle
Don’t say you weren’t warned.
Trump All Set To Worsen Bond Selloff With ‘Bigly’ Budget Boondoggle
He’s apparently going to just go ahead and abandon GOP dogma when it comes to balancing the budget.
Final Curtain? Full Week Ahead Preview
Is this it?
Release The Long End!
Well, damn.
David Stockman Bemoans ‘The Night Of Fiscal Infamy’
“We have crossed the fiscal Rubicon.”
If It Bleeds.
“…we can kill it.”
David Stockman: Here Comes The Yield Shock
“That’s right. The taxpayers and future generations be damned. Apparently, it doesn’t matter how many small businesses, farmers and entrepreneurs get elbowed out of the capital markets by Uncle Sam’s $1 trillion per year borrowing spree: Mitchels & Chuckles intend to keep the Washington Monument open and the Imperial City’s 3.7 million employees paid in full come hell or high water.”
The Good Old Days.
I remember when…
Look Out: Market Reaction To Spending Deal, 10Y Auction Proves We’re Not Out Of The Woods
It was just a matter of time before everyone got back to focusing on what the issue was in the first place.
This Has Only Happened To 60/40 Portfolios And Risk Parity 5 Times In 27 Years…
What does it mean to be “diversified†when everything is expensive?
Here Are The Remaining Risks And Here’s What Jerome Powell Can Do In A Crisis
Needless to say, it’s probably prudent to reserve judgement on whether we’re out of the proverbial woods…
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