So who’s really in the driver’s seat here? As usual, there’s a strong argument to be made that it’s the Chinese.
Well, in what we can only describe as a sign of the surreal times in which we live (and trade)…
2 weeks ago in 10Y, dollar, Dow, emerging markets, euro, europe, eurostoxx, FX, high yield, nasdaq, ripple, russell 2000, S&P 500, theresa may.
Ok, who’s ready to grab the new week by the…
January 7, 2018 in 10Y, angela merkel, China, commodities, dollar, Dow, ECB, euro, europe, FX, germany, inflation, kim jong-un, north korea, S&P 500, south korea.
That could have been better.
“He’s just gonna decide – out of the blue! – to rip us off?”
January 4, 2018 in 10Y, bonds, dollar, Dow, emerging markets, euro, europe, eurostoxx, ftse, FX, nasdaq, nikkei, russell 2000, S&P 500, stocks, yuan.
Just try not to focus on that, ok?
January 3, 2018 in 10Y, bonds, credit, dollar, Dow, euro, europe, eurostoxx, fed, fomc, FX, gold, high yield, kim jong-un, lira, nasdaq, oil, paul manafort, russell 2000, S&P 500.
But for those interested in trying to “DO SOMETHING” (as opposed to just kicking back and being “actively” passive)…
January 3, 2018 in 10Y, BoE, BOJ, bonds, brexit, bunds, central banks, China, credit, debt, dollar, ECB, economy, euro, europe, fed, FX, high yield, investment grade, japan, oil, OPEC, S&P 500, theresa may, yen.
It was back to work on Tuesday as investors, analysts, and pundits alike drug their tired asses back to the desk after the holiday break.
January 2, 2018 in 10Y, bonds, commodities, dollar, Dow, euro, europe, FX, gold, nasdaq, russell 2000, S&P 500.
I’m not entirely sure what everyone expected. If 2018 were a person, it would probably be thinking something along the lines of this: “well shit, give me at least 48 hours to get my feet wet before you start accusing me of being a cheap knock-off of my predecessor.”
Cheers to you in the new year…
December 29, 2017 in 10Y, bonds, commodities, copper, credit, debt, dollar, Dow, ECB, euro, europe, fed, FX, gold, high yield, hong kong, investment grade, oil, reflation, russell 2000, S&P 500.
Of record highs and lots of other stuff.
Who’s long weed and palladium?