The End Of The Invisible Hand And ‘The Hunt For Red October’
Good luck – you’re going to need it.
Category: central banks
Trader: Things Have Changed And Here’s Where The World Is Going Next…
“Although the Republicans are supposedly the party of fiscal conservatism, we all know that sort of talk is only for when they are not in power.”
In Norway, A Dovish Lift Off
“[I hope] normalization of rates comes before the next downturn.”
Credit Suisse’s Kasper Bartholdy Takes A Wrecking Ball To ‘Global Liquidity Shortage’ Narrative
“Are central bank balance sheets really shrinking at all?”
10 Years After Lehman: Hubris
Pride and fall.
Tightening Tantrums, Cycle Highs And A Look Ahead To 2019
“From there, it’s about October’s large Quantitative Tightening impulse”.
Dollar Liquidity Dynamics: An Epochal Shift Is Coming, One Bank Warns
“In this environment the infamous carry-trade will come under pressure and the misallocation of credit will be revealed.”
‘After A Decade’: With Central Banks At The Crossroads, A Look Back And Ahead
“Two roads diverged in a yellow wood.”
ECB Leaves It All Unchanged As Market Looks For Clues On What The Word ‘Summer’ Means
“It depends on what the meaning of the word ‘ is’ is.
‘The Fed Is Destroying Money’: Revisiting The ‘Flow’ Versus ‘Stock’ Debate At A Critical Juncture
It’s the flow that counts. Never forget that.