“The Grinch and Scrooge had better stay in bed this morning”…
Category: economy
Daily Kickstart (Back To Work Edition)
At long last, the holidays are over. I like the peace and quiet as much
Why Fed Policy Mistakes Are Now Inevitable
As noted earlier on Monday evening, we’re seeing Catch-22s everywhere these days as central banks are
Reflections On The “Deeply Troubling” End Of Globalization
So, how many times in the past month have I written something about the possible
“It’s The Economy, Stupid”: January Preview
Don’t forget that next week, we’ll get the latest NFP number which will be used as fodder for Trump no matter how it prints.
Excuse Me, But Your Tails Are Getting Fatter
I talk quite a bit about tail risk. One of the biggest mistakes an investor
Don’t Be A Monkey: Changing The Meaning Of “Actionable” Research
Generally speaking, people seek out the type of analysis and commentary that validates their own
Daily Kickstart (Britney Spears Edition)
“Sony Music apologizes to Britney Spears and her fans for any confusion. This has been rectified”…
2016: The Year In Charts
Well, it’s been an interesting year. What started out as nothing short of a disaster
“The Downside Tail Has Grown”
In all my many years observing and analyzing markets, I don’t know that I’ve ever
Daily Kickstart (Watch US Data For Direction)
European and Asian bourses are mixed on Thursday amid thin holiday trading following Wall Street’s
Daily Kickstart (Swedish Edition)
It makes total sense to take some money off the table. We’ve priced in no
Daily Kickstart With Deutsche Bank
Well the dollar took a break on its march higher versus the yen on Monday,
This Graphic Shows Which Countries Are Most Vulnerable To A Soaring Dollar
If there’s anything analysts seem sure of right now, it’s that a stronger dollar is
Breaking Down Policy Shift By Country
One of the themes at the forefront of everyone’s mind (well, at the forefront but
Barclays Surveys 885 Investors – Here’s What They Found
I’ve said it until I’m blue in the face (or maybe “yellow in the face”
More Post-Fed, End Of Year Chatter
Reactions to the Fed’s “hawkish” dot plot shift are still trickling in from all over
A Look Back At The Day That Was
For those who might have missed any of Thursday’s action or for anyone who just
Presenting Deutsche Bank’s “Visual Guide To The Fed”
No one ever accused the Fed of producing compelling reading material. For a group of
The Fed Can’t “Err Dovish”
For those of us who just can’t get enough when it comes to analysis of
Hallelujah: Market Forecasts Converge With Fed Outlook
In case you haven’t noticed by now, Trump’s election and subsequent nod to fiscal stimulus
Previewing Next Week’s FOMC Statement
Ok so Goldman has a preview (or three) out re: next week’s Fed meeting which
A Look Ahead To Fed Week
From Deutsche Bank’s resident weatherman Joseph LaVorgna: As we have repeatedly warned, much of the
What History Says About Presidents And Recessions
I know, I know. Everything will be “great again” come January when a flamboyant internet
Beware The “Politics of Rage”
I’m in the tunnel under Grand Central on the Harlem Line and I’m thinking the
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