A poor choice of words (?) and another leak.
Category: europe
Here Are The 3 Reasons Why Mario Draghi Should Worry
…if you wait too long and the cycle turns on you while you’re still sitting in NIRP with a bloated balance sheet, well then where do you go from there?
Thoughts On The ECB Minutes And A Bearish Euro Call For EURUSD Bulls
Here’s some shit you probably won’t read. But I wasted time on it anyway, because why not?
The ECB Is Super Proud Of Themselves In Annual Report – There’s Just One Problem…
“…data surprises are now the most negative since the peripheral crisis.”
‘It’s Insanity’
“I don’t… nobody knows what’s going on.”
From Inflation To ‘Quantitative Failure’: What Are Credit Investors Most Concerned About?
“Slim margin”of error for Goldilocks.
Never A Dull Moment.
If this were a reality TV show, the ratings would indeed be “tremendous”.
Hide The Women And Children.
“Tremendous” things are happening.
Objectively Crazy.
Yep. Batshit.
Trader Asks: ‘Which Would You Rather Own’?
“Draghi’s monetary subsidy of cheap funding for corporations should not be leaking into this number. Yet it obviously is…”
Nauseous Markets.
Well this is shaping up to be a sour day in terms of risk sentiment.
Train Wreck.
Monday was a train wreck from start to finish.
Draghi Talks Up Goldilocks, Trims 2019 Inflation Forecast, Ups Near-Term Growth Outlook
Again, those highlighted bits are a clear effort to massage the message – they’re trying to preserve the Goldilocks narrative by telegraphing a still-subdued outlook for inflation while underscoring the near-term upbeat growth picture.
(Trade) War And Peace.
Ok, let’s just step back for a second and take stock of everything that’s happened in the past 72 hours.
Trade On, Trade Off.
Days like today are always amusing to the extent they bring out the Don Quixote in people.
‘Germany Balanced It Out’: World Reacts To Fraught Italian Election
For now, the market mood seems to be something akin to “fuck it, we’ll worry about this later”.
Not For The Faint-Hearted: Full Week Ahead Preview
This is not going to be for the faint of heart.
Angela Merkel’s Fourth Term Secured As SPD Votes To Join Coalition
Good news on the political front: Angela Merkel has (finally) secured a fourth term after the SPD voted to join her CDU/CSU bloc in another coalition.
Have Genius, Will Travel.
Well needless to say, this was not a particularly inspiring week.
This Means War.
Thursday went swimmingly.
While You’re Waiting, Can I Interest You In Some Stocks?
So in the meantime…
Let’s Get Italian: Full Week Ahead Preview
No shortage of event risk.
Fly Me To The Moon.
I was told Icarus would be unleashed.
ECB Minutes Show Bank Concerned About ‘Premature’ Emancipation (Of Markets)
Happens to a lot of guys.
‘I Suppose You Think You Raised Hell’
“When I’ve raised hell you’ll know it.”
Are Central Banks Trying To ‘Purposely’ Engineer Volatility? These Investors Think So
The bottom line: for credit investors, the risk of central banks becoming more hawkish is now a two-headed beast.
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