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Category: liquidity

Liquidity Drain And The ‘Still Playing Non-Stop Event Risk Cabaret’

August 23, 2018August 23, 2018

The tide is going out.

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A ‘Period Of Calm’ Before ‘6 O’Clock Strikes’

June 26, 2018

“Although we are tactically bullish on risk assets in the short-term”…

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One Bank Sees ‘Ominous Signs For The World’s Most Important Financial Institutions’

June 19, 2018

“We do not believe this decoupling will be sustainable. Either the rest of the equities must come under pressure or the financial sector must rally.”

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Of Liquidity, Fragility, HFTs And ETFs: One Bank Takes You On A ‘Flash Crash Course’

June 12, 2018June 12, 2018

Down the rabbit hole…

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JPMorgan Asks: ‘Has The Marginal Equity Buyer Gone?’

March 3, 2018March 3, 2018

I guess you can’t blame investors being a bit shell-shocked.

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When Tailwinds Become Headwinds

December 5, 2017December 5, 2017

“The major opposing forces in 2018 will be contracting global liquidity vs synchronized global growth. Our view is that the former will be the bigger force, and will drive asset returns in 2018.”

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Aleksandar Kocic Presents: The Dark Side Of Liquidity

September 14, 2017September 17, 2017

“We start with liquidity as a principle which leads to a sequence of events that escalates into a liquidity crisis, response to which is then an aggressive liquidity injection. At this point, we have to ask the logical question”…

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Travesty Of Justice: Bombay Sapphire Recalled For Getting People Too Drunk

May 4, 2017

Clearly, there is only one question worth asking here…

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Here Are 2 Charts Trump Can Take Credit For. But…

April 6, 2017

The top three busiest weeks for investment grade trading volumes in the post-crisis period have all occurred in 2017.”

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Entire World Scrambles To Figure Out Why The Hell The Dollar Isn’t Stronger On Thursday

February 16, 2017February 16, 2017

So what gives? Well, probably not a lot. It could just be everyone is taking a breather. But, in a testament to Nassim Taleb’s “narrative fallacy” argument, we have an overwhelming tendency to ascribe “causes” where there are none.

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Is Anyone Home Out There? Please Tell Me How This Ends Well

February 9, 2017

You know, when it comes to the corporate bond market and liquidity, there’s only so

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What Happens When You Have To Play That Piano Drunk? Or, The Most Absurd Thing I Heard All Day

February 6, 2017

You’re really good on the piano. I mean, when it comes to the black and

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Liquidity Lapse: Don’t Say You Weren’t Warned

January 10, 2017

The liquidity picture for corporate cash bonds is looking increasingly ugly.

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