See if you can spot what’s still hanging on for dear life at record highs/tights despite lackluster incoming data and central bank tightening…
Category: gold
Trader: We’re Playing Tug-Of-War With A Starfish And There’s A “Reptilian Aura” To It
“Anyone who claims to know how this populism, saber-rattling and scandals will play out is fooling you as well as themselves.”
The Day After: Yellen’s Big Mistake
So here we are, the day after a Fed hike that was supposed to (and
Gold Surges After Dismal Data; Do You Like Your Rate Hikes Dovish?
They better figure out how to make this hike extra dovish.
Guest Post: “I Love Catching Falling Knives – Don’t Tell My Kids”
“I haven’t seen that much red since I pulled up Fannie Mae’s portfolio in the depths of the great financial crisis. Those are some f’ugly numbers.”
China’s “No Bears Allowed” FX Policy Still In Spotlight Overnight
Ok, so the overnight fireworks were largely confined to early Asian trading. As noted last
“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.”
“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…
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
“Will The Gold Sell-Off Continue?” Goldman Answers
The Heisenberg crowd is well aware of how we feel about gold. Although it might
Guest Post: Wallace Prepares To Buy Some Silver
“The hardest trades are often right ones. I am not sure if it is brave or stupid (and probably a bit of both), but I am going to be buying silver down here.”
It’s Tuesday And This Market “Sees No Demons”
“With French political risk significantly reduced (even if there’s still a two-week second round campaign to negotiate), an improving global economy, steadier oil prices, and most of all, range-bound US yields and a lack of fear of rapid Fed tightening, investors see few demons and are off in search of yield.”
Guest Post: The Real Message From The VanEck GDXJ Mess
“There is precious little room for everyone in the gold boat. This is made all too clear with the problems we quickly experienced from a little interest in GDXJ. Can you imagine what will happen if the tide truly turns?”
Fortune Cookie Say: “Good Econ Data!” The Sultan Returns. Welcome To Monday.
Boom! It’s Monday. Let’s hit the ground running.
While You Were Watching That Screaming Guy On The Plane (Again), I Was Buying Yen
Well, it kinda feels like everyone just said fuck it and bought the yen overnight
“We’ve Come Too Far, There’s Too Much To Lose!” Composure Key As World War III Beckons
If ever there were a time when the phrase “that escalated quickly” was appropriate, this
“Hold My Beer While I Meet Xi.” And Everything Else You Need To Know On Thursday
It’s Thursday, which means today’s Donald Trump gets to look the Donald Trump who refused to
Let There Be Jobs Dammit! Risk Hits The Ground Running After ADP
Right out of the gate…
Chart Check: Q1’s Outperformers & Underperformers
Q1 – in aesthetically pleasing hues of blue.
Goldman: Q1 “Was A Quarter To Own Risk” – Here’s What Comes Next
“Which of these divergences will hold going forward?”
Stock Selloff Goes Global
Investors “needed a good reason to take profit, and here it is.”
Reflation Frustration
This is probably a decent time to start asking yourself if the narrative still makes
Stagflation Cometh?
From the very beginning – that is, from the time Trump was elected – there’s
Thoughts On Gold, My Favorite Doorstop
I don’t talk a lot about gold and there’s a reason for that. Here’s something
Chart Check (The Trump Trade Fade)
“Is the reflation narrative dead or alive?”
Daily Kickstart (Oil Gets “Crude” Awakening, RBI Shocks Markets)
We start this morning not with FX but with crude. By now it’s no secret
Chart Check (“Gold”en Opportunity)
You know when you think about it, it probably makes sense to go long gold
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