Right, so the storm wasn’t supposed to come until next month.
Category: europe
Suspension Of Disbelief – Only In The Other Direction
For years, DM central banks have been forced to kind of suspend disbelief with regard
Euro Slides As ECB Deploys Favorite Jawboning Method: Anonymous Reuters Piece
“The exchange rate has become a bigger issue,†one of the sources told Reuters. “It is now less favorable for an exit and a stronger argument for a muddle-through option.â€
Draghi Isn’t Powerful Enough To Stop This…
When jawboning just ain’t gonna cut it.
The Great Flood
Although I can’t imagine why…
Damned Data – Full Week Ahead Preview
Ok, so the overarching narrative for this week shouldn’t be materially different from last week
The Great Euro Debate Heats Up Ahead Of Jackson Hole
There’s a lot of commentary floating around out there this morning about the euro ahead
Don’t Look Up – Or Down…
“Ideological interpretation: Looking down is a mistake — the system works only if no one opens his eyes.”
‘We Are In A Dive, I Repeat’…
“You know what? It’s fine.”
It’s Ugly Out There – Dip-Buyers Welcome
Heads up, it is ugly out there folks.
European Stocks React To ECB Minutes & Pondering The ‘Policy Maker Paradox’
Ok, so it’s worth taking a look at European equities now that we’ve got the ECB minutes and the attendant commentary about the dangers of a possible FX overshoot.
The Good Looking Ones Are Always Bad News
“Why not just short the actual security that will cause the other security to decline?”
Selloff? I Hardly Knew Her.
And now back to your regularly scheduled rally.
Ezekiel 25:17
“And you will know my name is the Lord when I lay my vengeance upon thee!”
Poof! The ‘Macron Bump’ Is Gone And As For Barron’s…
 “Nailed it”….
Fasten Your Seat Belts: ‘A Melting Pot’ Of Risks
“Global political developments have kept us on our toes and will continue to do so through the fall and into next year. Investors should brace for a bumpy ride.”
Blood On The Streets
Remember, you can always burn your stock certificates to keep warm in a nuclear winter.
Ashes To Ashes: Surveying The Fallout 24 Hours Later
Ok, so “what hath Trump and Kim wrought” for markets 24 hours on?
Trump Brags About Mighty Nuke Arsenal, While European Stocks Plunge, Gold Surges
Well, on Wednesday the world is once again discovering that it might have been a mistake to “forgot to correct for the data point that Donald Trump is the fucking President of the United States.”
‘Party On Wayne.’ What Could Possibly Go Wrong?
“To be clear, the reason ‘what can possibly go wrong?’ has become such a ubiquitous phrase these days has a lot to do with the fact that this has all become one trade.”Â
Euro Suddenly Jumps To A New 30-Month High, Bullard Blamed
“More! I want more!”
‘Gunning For 1.20’: FX Markets ‘Love A Good Story’
“The fact that unemployment remains way too high, political risk deferred isn’t the same as eliminated, and they are nowhere near their inflation target is for later.”
Why Buy Stocks? Just Jump Aboard The Unstoppable Euro Train!
“It’s one of the biggest stories in markets right now.”
‘Seldom Mentioned,’ ‘Bigly,’ Ubiquitous Stock Rally Continues: Tuesday In Charts
“Billions, and billions, and billions, and”…
Goldilocks Data In Europe Is ‘Just Right’ For Risk
What do you get when you combine PMI data that underscores dovish inflation dynamics with generally positive reads on the overall pace of economic expansion?Â
Presenting: A Crazy Week In Charts
Ok, well this was an interesting week…
A F**ked Up Friday: Your European Stocks Just Had A Bad Day
Well, European equities closed the week on a decidedly sour note.
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