Waiting game.
Category: bonds
Red Rally.
All hail the “king”.
Bad Moon Rising.
Can you feel the tension?
War And (No) Peace: Full Week Ahead Preview
Say your prayers.
‘It’s Insanity’
“I don’t… nobody knows what’s going on.”
Please Mr. Postman.
Tuesday was another day that had a distinctly circus-like character to it…
David Stockman On Tesla, Trump, And ‘Crazy Time’
“That amounts to 156 months without a recession in the face of a guaranteed bond shock that will take the 10-year benchmark yield to 4.00% and beyond.”
The 3 ‘T’s: Full Week Ahead Preview
In essence, the same things everyone was watching last week (e.g. tech, trade, Trump) will be in focus again…
Quarter Back.
It was only fitting that the quarter should close in dramatic fashion for U.S. equities.
Enjoy The Easter Bunny, Because Q2 Will Be Just As ‘Interesting’ As Q1
“Enjoy those chocolates.”
David Stockman: That ‘Unicorn’ Isn’t Real
“The single most important price in all of capitalism is the interest rate—-and at all points on the maturity curve. And the single most important truth about honest interest rates is that they must be discovered by markets, not imposed by the state.”
‘Rates < HY < IG < Equity': Hierarchy Of Vulnerability Revisited
“This seemingly counterintuitive result has a distinct ‘path-dependent’ flavor.”
‘In Late January A Client Called Us With An Exasperated Query’: Why Barclays Sees A ‘Bumpy Road Ahead’
“In the last week of January, as equities went on yet another run, a client who had been waiting to buy the dip called us with an exasperated query.”
Upside Down: Full Week Ahead Preview
I don’t know where you’re supposed to turn for “analysis” from here.Â
Hide The Women And Children.
“Tremendous” things are happening.
Objectively Crazy.
Yep. Batshit.
Bill Gross Thinks Maybe We’re All Murderous Psychos – Also Talks About Bonds
“The bond market’s current “beast” is not so much a killer but a hibernating bear awakening from an extended secular bullish trend of lower inflation and excessive central bank accommodation.”
Trader: ‘Too Many Asset Classes Feel Both Stretched And Crowded’
“The rubber band is stretched, but keeps getting pulled back farther and farther.”
Face The Music.
In terms of news flow on Tuesday, everything took a backseat to Facebook and the worsening Cambridge Analytica scandal, which is spiraling rapidly out of control.
Train Wreck.
Monday was a train wreck from start to finish.
Toxic Brew: Full Week Ahead Preview
This should be all kinds of amusing.
Different Week, Same Joke.
Another week and the same joke continues to apply.
You must be logged in to post a comment.