“Trump’s Political Capital Is Getting Consumed”: One Simple Trade Idea For The Week Ahead

Think about the events that transpired over the last two weeks. Now think about them in terms of the following two frameworks for how things could have gone. Fed comes out hawkish, guns ablazin’, Geert Wilders puts up a better-than-expected showing in the Dutch elections, the GOP health care bill moves forward Fed comes out…

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

Some folks will be talking about the Fed today. In just a few hours we’ll get a hike, but once again, it’s all about the messaging. Any kind of dovish lean would be a (bigly) surprise. What’s got some people spooked is the possibility that, in their rush to prove they aren’t behind the proverbial…

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

Welcome to day 2 of 2 in the pre-Fed, pre-Dutch election market cryosleep. Overnight we got some econ data out of China that looks good right up until it doesn’t. Here are the numbers: CHINA JAN.-FEB. FIXED INVESTMENT RISES 8.9% Y/Y; EST 8.3% CHINA JAN.-FEB. INDUSTRIAL OUTPUT RISES 6.3% Y/Y; EST 6.2% CHINA JAN.-FEB. RETAIL…

The First Week Of The Rest Of Your Life

Welcome to the first week of the rest of your life. By now you all know what’s coming and if you don’t, well, you can review the HR weekend reading or you can simply scan the short version here. Overnight, the action found the dollar adrift (although it did bounce a bit later in the…

Your Quick Guide To A Big Week

As you’re aware, this is a big week. The Fed takes center stage, but the Dutch elections loom large on the geopolitical front and we’ll also get Kuroda on Thursday. And then there’s retail sales, CPI, and the BOE (a likely snoozer). Below, find a quick preview from Goldman that should help get you all set…