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Category: europe

“Another Plank” Supporting The Dollar Has Been Removed

March 21, 2017

With the broad dollar sinking… …and the euro hitting six week highs (well on its

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Meanwhile, “Lunatic Le Pen Odds” Fall Sharply

March 21, 2017

Meanwhile…

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Euro Jumps To 6-Week High After Lunatic Loses Key Debate

March 21, 2017

We start Tuesday in Europe in the aftermath of the closely watched presidential debate at

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It’s Quiet Out There: G-20 Leaves Markets Feeling “Damp And Grey”

March 20, 2017March 20, 2017

It feels quiet out there. Maybe a little too quiet. There’s plenty of G-20 banter

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oil, OPECLeave a Comment on It’s Quiet Out There: G-20 Leaves Markets Feeling “Damp And Grey”

Spot The Moment “Lunatic Populist President Risk” Rose This Morning

March 17, 2017

Remember what we said last night about having to think twelve steps ahead and how

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Finally Friday: Oil Looks For Weekly Gain; EM, Euro Surge; Merkel Meets America’s Useful Idiot

March 17, 2017March 17, 2017

Well, it’s quiet out there as an exceptionally eventful week (finally) winds down. As we

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oil, OPEC2 Comments on Finally Friday: Oil Looks For Weekly Gain; EM, Euro Surge; Merkel Meets America’s Useful Idiot

A Good Bottle Of Scotch Would Be Nice: Making Sense Of Market Nonsense

March 16, 2017March 16, 2017

Thank God for four months of sobriety because the old Heisenberg would have been at the bottom of a good bottle of scotch right now…

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oil, OPEC2 Comments on A Good Bottle Of Scotch Would Be Nice: Making Sense Of Market Nonsense

Here’s What To Expect If Things Go “Wrong” In France

March 16, 2017

Well here we are, one day on following a setback for European populism, and as

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Buy It All, Buy It All Right Now: European Stocks Soar In “Never Geert” Rally

March 16, 2017

Europe is in rally mode. Plain. And. Simply. Following Geert Wilders’ defeat in the Dutch

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1 Comment on Buy It All, Buy It All Right Now: European Stocks Soar In “Never Geert” Rally

Behind The Curve? “Pussy-Cat” Yellen Confronts “Largest Dovish Policy Deviation Since The 70s”

March 15, 2017March 15, 2017

Some folks will be talking about the Fed today. In just a few hours we’ll

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oil, OPECLeave a Comment on Behind The Curve? “Pussy-Cat” Yellen Confronts “Largest Dovish Policy Deviation Since The 70s”

Your Last Minute Preview Of Wednesday’s “Other” Big Event

March 14, 2017March 14, 2017

Well, it looks like there may be hope for Europe yet. While some commentators expected

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“What Blizzard? It’s A Couple Of Flakes”: Markets In Cryosleep Ahead Of Snow, Fed, Geert

March 14, 2017March 14, 2017

Welcome to day 2 of 2 in the pre-Fed, pre-Dutch election market cryosleep. Overnight we

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oilLeave a Comment on “What Blizzard? It’s A Couple Of Flakes”: Markets In Cryosleep Ahead Of Snow, Fed, Geert

“Have You Noticed Any Impact On Your Bank Accounts?” Le Pen Explains How She’s Not Going To Trigger A Bank Run

March 13, 2017

Well this one is fun. So here at HR, we’ve discussed at length the fact

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2 Comments on “Have You Noticed Any Impact On Your Bank Accounts?” Le Pen Explains How She’s Not Going To Trigger A Bank Run

The First Week Of The Rest Of Your Life

March 13, 2017March 13, 2017

Welcome to the first week of the rest of your life. By now you all

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oil, OPECLeave a Comment on The First Week Of The Rest Of Your Life

Inside Steve Bannon’s Quest For World Domination

March 11, 2017March 11, 2017

“The European Union project has failed,” Farage declared. “It is doomed, I’m pleased to say.” “It’s a great accomplishment,” Bannon said. “Congratulations.”

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“What Are Your Biggest Concerns?” Bank Of America’s Clients Respond

March 11, 2017

Those who frequent these hallowed pages are well aware that when it comes to event

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“It Means A Financial Crisis” Any Questions?

March 9, 2017

I really, really hope that I’m not right about France. But the setup is hard to

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4 Comments on “It Means A Financial Crisis” Any Questions?

Will Everyone Just Chill Out? All Marine Le Pen Wants Is To “Set Off & Conquer The World”

March 8, 2017

As you know, Marine Le Pen is batsh*t crazy. As you also know, she’s hell

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No Trouble In Little China And Nothing Doing In Oz

March 7, 2017March 7, 2017

It was a relatively quiet overnight session on the news front, although you wouldn’t know

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WTF Chart Of The Day: “And Now For Something Even More Bizarre”

March 6, 2017

Well, I guess this is what happens when a central bank moves to corner the market on corporates just as swap spreads balloon wider on a flight to safety bid triggered by mounting political risk.

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7 Signs Of The (Market) Apocalypse

March 5, 2017March 5, 2017

“While we’re not (yet!) expecting the equivalent of the fall of the Roman Republic, we are nevertheless very suspicious of the presumption that recent technical strength can continue.”

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3 Comments on 7 Signs Of The (Market) Apocalypse

“All Eyez On Me”: Yellen, Fischer Are Up To Bat

March 3, 2017March 3, 2017

It kind of feels like everyone is ready to get this week on the books.

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Chart Check: See No Evil…

March 2, 2017

What political uncertainty?

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Markets Frozen As Batsh*t Crazy Trump Speech Awaited

February 28, 2017February 28, 2017

It’s all quiet on the Western and Eastern fronts as the market sits in suspended

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Time To Put On Your Flatteners?

February 27, 2017

Ok, so this is worth noting. Recent richening in the German front end is alarming

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Political Ping Pong, A “Pounding,” And A Market Awaiting Trump

February 27, 2017February 27, 2017

Well, we start in FX land on Monday morning and as has become the norm

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I Told You So: “Handicapping Political Risk” Is The New “Central-Bank Watching”

February 26, 2017

“Perhaps it’s emblematic of the times: Central-bank watching is passé, while handicapping political risk is en vogue.”

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