Long euro may be a crowded trade, but by God it’s worked out pretty well over the past couple of days.Â
Category: germany
‘Tremendous Benefits’: Full Week Ahead Preview
Ok, who’s ready to grab the new week by the…
Of Secessionists And Populists: Across The Pond And Back Again
The stamina of the secessionists and the propitiation of the populists…
Time For A French Kiss?
Meanwhile, across the pond…
Drumstick.
More records.
Into The Wild Blue Yonder.
Ok, well there were some notable headlines to start the week…
Of Double-Downgrades, Booming GDP And Stocks That Are Priced To Perfection
…and all the commentary was accompanied by stock photos of people in hard hats making shit with screwdrivers.
‘Maybe Volatility Is The Answer.’
“All this combines to suggest a volatile fourth quarter. Year-end themes remain elusive.”
Still One Of My Favorite Trades
“This might seem trite, but the scariest thing in today’s market is currency strength. No one wants it. No one can afford it.”
Monday Bloody Monday.
There will be blood.
How Russian Bots Pushed AfD Voter Fraud Myth Before Germany’s Election
“Its activity profile is unusual.”
Angela Merkel Victorious, But Coalition Prospects, AfD Performance Raise Concerns
Leader of the free world.
Euro Falls After German Election Raises More Questions Than It Answers
“…most likely you will get some Swiss franc support on the back of those results.”
‘This Looks Less Market-Friendly Than Expected’: Will German Results Weigh On Euro?
To be sure, this looks like it will hit the euro in early trading. The single currency will likely knee-jerk lower against both the yen and the franc and you can expect to see a flight-to-safety bid in fixed income.
Monsters Under The Bed.
“To some extent the market’s resilience is justified; in other cases, however, it looks like a case of when rather than if potential shocks get priced in.”
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.”
Presenting: A Crazy Week In Charts
Ok, well this was an interesting week…
‘I Come Back To You Now’: Kolanovic Returns, Everyone Panics
“…at the turn of the tide.”
Deutsche Bank, Bayer Undercut DAX, Even As Germans Most ‘Euphoric’ Since Reunification
“The indicator increased by 0.7 points, reaching a figure of 60.9 points. No better level has been recorded since reunification.”
Tuesday In Charts: ‘Remember To What You Owe Your Good Fortunes’
“We think the timing would be good for investors too to remember to what they owe their improvement in fortunes”…
Pay Attention! DAX Under Pressure Again As Automakers Plunge, Euro Weighs
Well, the fallout from Friday’s blockbuster automaker collusion report continues for Daimler AG, Volkswagen, and BMW. You’ll
DAX VIX Soars As German Stocks Plunge Most This Year
…when you combine that batshit crazy scenario with the new report on automaker collusion and a surging euro, what do you get? Well, you get the worst day for German equities this year.
German Stocks Dive; Volkswagen, Daimler, BMW Plunge On Collusion Report
Look out below – the DAX is in trouble, down some 1.5%.
And I’m going to go ahead and assume this isn’t helping…
A “Tantrum” By Any Other Name…
“The main difference between where we are today and where we were in previous tantrum episodes is positioning”…
Euro, Euro, Euro
It will take more than anonymous ECB sources to cool the desire to bet on
Stocks Fall Across The Globe As Hawkish Central Banks, Washington Jitters Roil Risk
Well, the overnight action was predictable under the circumstances, but it’s nevertheless unnerving for anyone
Russell Shuffle Day, Brexit Anniversary, & Crude Carnage
It’s Russell reshuffle day, which means equities will likely be jarred out of any summer
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