The tide is going out.
Category: liquidity
A ‘Period Of Calm’ Before ‘6 O’Clock Strikes’
“Although we are tactically bullish on risk assets in the short-term”…
One Bank Sees ‘Ominous Signs For The World’s Most Important Financial Institutions’
“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.”
JPMorgan Asks: ‘Has The Marginal Equity Buyer Gone?’
I guess you can’t blame investors being a bit shell-shocked.
When Tailwinds Become Headwinds
“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.”
Aleksandar Kocic Presents: The Dark Side Of Liquidity
“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”…
Travesty Of Justice: Bombay Sapphire Recalled For Getting People Too Drunk
Clearly, there is only one question worth asking here…
Here Are 2 Charts Trump Can Take Credit For. But…
The top three busiest weeks for investment grade trading volumes in the post-crisis period have all occurred in 2017.”
Entire World Scrambles To Figure Out Why The Hell The Dollar Isn’t Stronger On Thursday
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.
Is Anyone Home Out There? Please Tell Me How This Ends Well
You know, when it comes to the corporate bond market and liquidity, there’s only so loud you can scream if no one wants to listen.
What Happens When You Have To Play That Piano Drunk? Or, The Most Absurd Thing I Heard All Day
You’re really good on the piano. I mean, when it comes to the black and white keys, Alicia ain’t got sh*t on you. You’re probably
Liquidity Lapse: Don’t Say You Weren’t Warned
The liquidity picture for corporate cash bonds is looking increasingly ugly.
