Right, so earlier today we noted that just a few weeks after everything was supposed
Category: europe
One Trader Talks Homemade Italian And A “Tag Team Wrestling Exhibition”
“It’s yet another example of how the global narrative increasingly resembles a tag team wrestling exhibition. Or at least a heated he said, she said rumble.”
“The Honeymoon Period Is Over” – Bullard Ain’t Buyin’ Trump And Other Overnight News
“Washington does have to deliver at some point and I think that is a concern going forward, whether the honeymoon period would end at some point and maybe the reality of American politics would settle in.”
“Unexplained, High-Volume Drops,” Yuan Shenanigans, And A Cartel Meeting
Well, things have been “choppy” overnight and especially around the flood of OPEC headlines that
“Equities Are The New HY” – “Weep” Now Or Forever Hold Your Peace
“Equities for yield, bonds for capital appreciation.”
How The ECB “Actively” Rescued Markets Ahead Of The French Election
“But the ECB is more than just a “passive acquirer†of assets, in our view. We think they are taking an active role in bond buying to manage the fallout from policy uncertainty (and prevent a tightening in credit conditions that would ensue if they didn’t).”
Guest Post: A Bearish Positive Carry Trade
“This has long been one of my favourite trades, and even though it has moved my way, I am not taking any off. In fact, now that it is working, I probably should be adding…”
Storm Clouds Gather As Trump Headline Risk, Terror Attack Battle Econ Data For Market’s Heart
Well, this market’s mettle is being tested. Again. On Monday evening we got what might
“Thy Orb And Thy Staff They Comfort Me”: “Risk Feels A Bit Better Today!”
Yea, though we walk through the valley of the shadow of death, we will fear no geopolitical tail risk: for Donald Trump art with us; thy orb and thy staff they comfort me…
“President’s Day”: Iran Is Voting, Brazil Is Panicking, Trump Is Traveling
It feels quiet in America on Friday morning. Maybe that’s because Donald Trump is leaving
Guest Post: Stock Market Shakeout
“Let’s hope I am not too early, and end up getting eaten by the shorts who are pressing their trade.”
Risk Appetite Evaporates As 18 More Contacts Between Trump, Russian “Godfather” Revealed
Everything was going (relatively) ok and then…
This Hasn’t Happened Since 2009
This probably shouldn’t surprise you…
Global Markets Shudder: Impeachment “Makes It Difficult For Investors To Buy”
“I suppose the question is whether these are US political rain showers like the ones drenching London’s commuters, or real storms with lasting damage.”
“It’s Funny Because It’s Treason”: Global Markets Jittery As Trump Makes New Lows
We start Tuesday on a treasonous note… So because he’s President, Donald Trump gets some
Looking For “Euro Exit Risk?” We Found It In This Chart
“Risk assets have taken little notice, except in sovereign CDS where the 03-14 switch (buying 2014 definition, selling 2003 definition) – a potentially highly convex trade on a euro exit – remains high for Italy.”
“EU”phoria
Just how confident is everyone about Europe now that Emmanuel Macron managed to trounce Marine Le Pen in a runoff that threatened to install a dancing Nazi in the French presidency? Well, if you’re looking at equities, the most confident in history…
Trader: They Ruined My Day, But Stocks Are Still “In A World Of Their Own”
“And then events tried to conspire to rob me of all of my sanguineness”…
Traders Be Like “WTF?!” As Trump Is Desperate Despot, Nuclear War Beckons
So the elephant in the room is clearly Donald Trump’s decision to fire FBI Director
Trader: “The World’s A Scary Place,” But That’s Always Been The Case
“To be fair, we still have loads of quantitative easing going on and the world remains a scary place. But it’s always been a scary place. We just have selective, as well as short, memories. And if black swans remain your major investing concern, then economic numbers are of very little import.”
Mario Who?! Presenting A “QE-esque” “Grab-a-thon”
“And yet – in relative terms – these credit market moves are stunning…in fact, QEesque in places.”
It’s Too Quiet: Except For China. And South Korea. And Collapsing Metals.
It’s Tuesday, and they’re voting in South Korea. There’s an annoying power vacuum over there
One Trader Tells Us “A Tale Of 2 Tapers”
“For as long as the U.S.’s debt profile continues to deteriorate, it’ll be a difficult environment for the major buyer of that debt, the Fed, to step back. Especially if the related signal also lowers the demand from foreign governments.”
Guest Post: Serving Up A Gift
“University professors should take this past week’s trading and immortalize it in their lesson plans”…
“It’s All Dumb Money Now”
“Here’s how that worked out.”
Trader Warns: “The Post-Election Implied Volatility Selling Is A Mistake”
“Well today’s get rich quick scheme didn’t work out so great”…
“Nazi-Be-Gone” Rally Fizzles As Female Hitler Loss Seen Largely Priced In
Ok, so it’s Monday and France didn’t elect a fascist. So we’ve got that going for
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