“I continue to believe the largest catalyst for last week’s front-end inversion spasm was the market’s realization that”…
Category: bonds
‘I’ve Always Struggled With The Inversion Fascination’
Not everyone is convinced Friday started the countdown to the apocalypse.
Don’t Use The ‘Ghost Of 2015’ As An Excuse To Enter Notorious Bund Widowmaker, Goldman Warns
“…the only all-weather EUR safe asset”.
Global Growth Fears > Mueller.
“No collusion”, but no growth either.
As Bonds Find ‘Best Friends’, Stocks Grapple With Inversion Freakout
…famine, pestilence and, naturally, locust plagues.Â
Make Yield Curves Inverted Again! As 3M-10Y Goes Negative, Trump Assails Fed
But hey, look at the bright side…
Doom And Gloom.
Dour data and plunging bond yields.
‘Perhaps That’s The Joke Here’: Nomura’s McElligott Wonders If The Fed Meeting Really Poses An ‘Event Risk’
“…with a Fed which has completely gone limp.”
‘They’re Coming For It’: QE Trade Spotted In The Wild As Lemmings Peer Over Cliff
‘De facto easing’ versus the ‘March surprise’.
‘The Paper Cuts Are Many’.
Of ‘LOLz’, ‘gong shows’ and end-of-cycle dynamics.
Nomura’s McElligott Delivers Update On ‘Ides Of March’ Risk For Stocks
“…we’d be at risk of seeing this very leveraged strategy turning a NET SELLER.”
‘Boom!’ Nomura’s McElligott Talks Possible Breakdown In ‘Bond Love Affair’ Ahead Of ‘Ides of March’ Risk For Stocks
“… it sets up a dangerous dynamic where ‘late-comers’ are forced-in.””
Like Hannibal Smith, Nomura’s Charlie McElligott ‘Loves It When A Plan Comes Together’
Fresh off Tuesday’s sweeping assessment…
‘Recessions Used To Be Exciting’: Deutsche’s Kocic Asks If It’s Finally Time To Own Volatility
“Recessions used to be exciting”…
Why One Trader Is Putting On The Same Trade That Sank Bill Gross
“It’s nothing personal Bill.”
Bondholders Aren’t Getting Paid Again In China
Make Chinese borrowers default again.
Debt Ceiling D-Day
Fair warning.
Bill Gross Is ‘Off’, Will Leave Us ‘For Another Destination’ Where The Seas Are ‘Smoother’
“I’m off – leaving this port for another destination with high hopes, sunny skies and smooth seas!”
Revisiting The Subverted Perspective: Normalization Parallax
“…the reality which they experience is never fully complete, not because a large part of it eludes them, but because the entire configuration contains a ‘blind spot’.”
Albert Edwards Says It’s Too Late For Fed To Save Stocks, While One Strategist Delivers Curve Causality Counterpoint
“If we are indeed nearing the point where the Fed stops tightening (both QT and Fed Funds), should this offer investors confidence”?
Goldman Slashes Global Bond Yield Forecasts On Stormy Growth Outlook – Now Cue The Cynics
“We believe 10y yields may have peaked for this cycle.”
Recurring Nightmare.
It was not a great session on Wall Street.Â
Requiem For 2018: A Visual Retrospective
At least we know what 2019’s consensus longs are.
Deflationary Bust?
Insult is added to injury…
Fear And The Market’s Perverse Fascination With Calamity
Fear is self-reinforcing.
How Boris, Mike and Zachary Seized The Market Narrative And Other Fun Friday Tidbits
I told you today would be a “random musings” day…
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