Markets are ostensibly free to focus on the “fundamentals” again.Â
Category: bonds
As ‘VaR Shock’ Talk Gets Louder, Let’s Keep The ‘Tantrum’ Tabloid Calls In Perspective
Of course, waxing hyperbolic/hysteric is something different from warning that something is possible.
‘I Think It’s Extremely Important’: As Stocks Hit New Records, Here’s This Week’s Simple Takeaway
Maybe good news can actually be interpreted as positive for risk assets again.
Nasty 30-Year Auction Underscores Tantrum Risk
It doesn’t do anybody any good to wax hyperbolic/hysteric, but…
‘There Are Too Many Signs Of Slowdown To Ignore’ – Some Doubt Fed’s Ability To Avert Downturn
“…the end of the cycle is more likely than a third temporary loss of momentum”.
‘Unsustainable Inconsistencies Could Lead To Sharp Adjustments’, One Bank Euphemistically Warns
“…this does not necessarily lead to a healthy and sustainable economy”.
Friday Rates ‘Unwind’ Underscores Risk Of Macro Crowding, Nomura’s McElligott Writes
Some “proper profit-taking”.
Epic Bond Rally Continues To Wow As German Yields Converge On ECB Depo Rate
Who’s brave enough to fade this?
Saudi Arabia Goes Hunting For ‘Free Money’ In Europe
Because why not?
Visualizing The ‘Market Zeitgeist’
Eye candy for the congregation.
Some ‘Mind-Boggling’ Numbers From The World Of Negative-Yielding Debt
“It was monetary mania last week…”
Trader: The Burden To Act Is On The Wrong People
What a “shame”.
Dueling Bull Markets And The ‘Jaws Of Doom’
Does someone have to be definitively “right”?Â
With ‘Everything’ At All-Time Highs, Is It Really ‘Too Late’ To Be A Bull?
Did you miss it – again?
Buy It All.
The promise of perpetual liquidity provision…
Of Equity Bears, Bond Bulls, Tail Risks And Policy Impotence
The lay of the land as the Fed looms.
Mario Draghi Delivers A Mini-‘Whatever It Takes’ In Sintra
Can you hear me now?
Paul Tudor Jones May Be Right, But At The End Of The Day, We’re All ‘Clueless’
“No one is sure whether we are facing the definitive downswing.”
$690 Billion In AUM Is The Most Bullish On Treasurys Since 2009
As consumer inflation expectations crater…
‘OG’ Yield Curve Whisperer’s Fourth Horseman Of Recession Rode In On Wednesday
“I consider the yield curve the last of four horsemen of the recession to rear its head”.
Albert Edwards Feels ‘An Earthquake Happening In Government Bonds’
For Albert, it’s now just a question of “how negative bond yields will go”.
Not-So-Lonesome Doves.
If there was a message to be heard, it was received loud and clear.
‘The Main Story Here’
“On Friday, I was convinced that we were all going to be trading MXN vol for some time. Wrong.”
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