Well, this market’s mettle is being tested. Again. On Monday evening we got what might
Category: germany
Pay Attention! We Got China Credit Data Overnight
Ok, so it’s Friday. And before you get too excited about that, remember that all
It’s Falling Apart: Reflation Trade Shrivels Up And Dies As Markets Sour On Risk
Well, the dollar is under pressure on Monday, just as we said it would be
“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
Finally Friday: Oil Looks For Weekly Gain; EM, Euro Surge; Merkel Meets America’s Useful Idiot
Well, it’s quiet out there as an exceptionally eventful week (finally) winds down. As we
The First Week Of The Rest Of Your Life
Welcome to the first week of the rest of your life. By now you all
Inside Steve Bannon’s Quest For World Domination
“The European Union project has failed,†Farage declared. “It is doomed, I’m pleased to say.†“It’s a great accomplishment,†Bannon said. “Congratulations.â€
“What Are Your Biggest Concerns?” Bank Of America’s Clients Respond
Those who frequent these hallowed pages are well aware that when it comes to event
“WAM!” The “Holy Schatz” Mystery Is Solved
Recall last month’s “holy Schatz!” drama. The front end of the German curve richened materially
China Trade Data “Surprises” Bigly, Shows First Deficit In 3 Years
Wednesday begins in China, where we got highly anticipated trade data that probably shouldn’t have
We Haven’t Seen This Since The Sovereign Debt Crisis
Whatever’s at work, it’s certainly manifesting itself in a variety of highly visible ways…
No Trouble In Little China And Nothing Doing In Oz
It was a relatively quiet overnight session on the news front, although you wouldn’t know
Beware The German “Hump”
I’ve talked tirelessly (well, I haven’t gotten tired of it, maybe you have) about the
Can Someone Please Explain This Schatz?!
We need to know the extent to which the Schatz spread to 2Y French govies is an indication of investors trying to price redenomination risk around a prospective Marine Le Pen win. That is, we need to understand how closely we should be watching the German curve as a barometer of political risk.
Holy “Schatz”
If you’re long equities, it is incumbent upon you to explain this to yourself…
Dollar Pulled Between Minutes And Mnuchin, Crude Hopes For Bullish EIA Print
Ok so it’s Thursday morning and everyone has generally come around to what I said
Dollar On A Harker High, European Economy Hums Despite Political Turmoil, Kuroda Continues To Confuse
Well, that escalated quickly. It wasn’t hard to predict what would set the tone overnight.
“Listen! Do You Smell Something?” Canaries In The Coal Mine
“So on a morning of relative calm with S&P 500 futures trading at all-time highs, I thought I’d take the opportunity to focus on a few potential canaries in the coal mine of risk-on to watch.”
A French Kiss Leaves Global Risk Queasy On Friday
If you were looking for clarity with regard to President Donald Trump’s policies or for any kind
Goldman: Trump Threatens Europe With Strongman “Bilateral World Order”
So you know, the percentage of the European population that’s still sane (and that’s an ever dwindling number apparently) would have really appreciated it if Trump would have just been satisfied with the damage he’s already done rather than piling it on by dispatching Peter Navarro to weigh in on the legitimacy of the common currency.
Yellen Yellin’ On Capitol Hill, Dollar Slumps, Toshiba Turmoils, China PPI, German GDP: Enough Said
Ok, so there was actually quite a bit going on overnight, but needless to say,
Daily Kickstart (Chinese FX Reserves Fall Below $3 Trillion, Euro On The Back Foot, Senate Weighs Risk Of School Grizzly Attacks)
The “big” news overnight should have been Chinese FX reserves just like China should be back
These Days, Everyone Needs To Be A Macro Trader
There’s a lot to grapple with out there and unfortunately for those of you who
Bentley Mulsannes, Vespers, And Useless Projections
I will never understand investors’ fascination with people who make predictions. By extension, I will
Everything You Need To Know About Rates In One Paragraph
Last night, I pondered whether it might be time to jump on board the bund
“Short Of A Lifetime” Back On?
“I’m not entirely sure how sustainable this is.”
Western Democracy’s Last Stand: Merkel Versus Trump
The irony in all of this is that should Merkel lose the battle, the savior of Western democratic ideals may well end up being a communist…
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