“We are almost there!”
Category: bonds
Rebalancing Flow Call Plays Out As Stocks Stage Insane Reversal In Dramatic Comeback
Call it whatever you like, because at this point, folks will take it.
‘We Think The Die Has Been Cast’: Why One Bank Just Cut Their 2019 S&P Target
“… by then what will the capital markets look like?”
‘Plain English’ People, Do You Speak It?!
Pulp Fiction, anyone?
Fed Hikes, Defying Markets, Trump As Dot Plot Shifts, 2019 Growth Projected Lower
Jerome Powell did not “feel the market.”
Trader: I Don’t Know If The Fed Will Skip This Hike Or Not, But…
“It’s been a long time since the outcome of a Fed meeting hasn’t been a foregone conclusion.”
Fata Morgana: Financial Parallax And Recession As Subverted Perspective
Self-feeding loops and circular dynamics.
The End Of The Diversification Free Lunch
“Although this negative correlation might not seem like a big deal, the implications from this relationship have been enormous.”
Jeff Gundlach, Bond King, ‘Unimpressed’ With Subjects
Unfortunately, Jeff Gundlach held another one of his webcasts on Tuesday and as usual, it was a state-the-obvious-a-thon.
‘Through The Looking Glass’: Aleksandar Kocic And The Fed In Convexity Wonderland
“A new perspective on monetary policymaking in the post-crisis world.”
It’s A Sad, Mad, Sad, Mad World.
An unfortunate state of affairs.
Trader: The Fed Finally Broke Something
“Bond traders are smarter. They just are.”
Thursday’s Big Story Wasn’t WSJ’s Fed ‘Scoop’ – It Was The Short-End Circuit Breaker
Let’s get to the real story from Thursday, ok?
Post-Mortem.
It’s autopsy time.
Ban Bond Trading: Curve Inversions & The Reality Distortion Loop Of Reverse-Engineered Growth Slowdowns
“Why are you wearing that stupid trader suit?”
Dovish Jerome Powell Walks It Back And The Market Loves It
Is this what you were looking for?
When Doves Cry: Previewing A Critical Week For The Fed Pause Story
This is a big week.
‘The Big Low’: Analyst Who Predicted Short Vol. Blowup Delivers Top Trades For 2019
“The Big Low” and a “V-shaped trajectory”.
Rates Volatility And The Indoor Trampoline
Amid the storm, there’s one place where volatility isn’t showing up…
Wishing On A Dovish Star
We’re really reaching now.
Democrats Want To Rebuild America’s Infrastructure By Issuing 30-Year Bonds But There’s Just One Problem…
And all so people who generally eschew bridges and roads for private jets can pay less in taxes.
Here’s What Wall Street Thinks Of The Midterm Election Outcome
So far, so good for Wall Street’s midterm election forecasts.Â
A Cross-Asset Guide To The U.S. Midterms
What to expect – or not.
Losing Your ‘Balance’.
Is this the end of the “balanced bull”?
Why SocGen Thinks The S&P Could Fall To 2,482
“…the ability of equities to absorb higher bond yields is rather limited.”
Why One Goldman Analyst Thinks ‘Something’s Gotta Give’
“Shaky foundations.”
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