Up, up and away.
Category: mario draghi
Thumper Does Jackson Hole
“Frankly, if they won’t or, more likely, can’t tell us what they are planning to do, they should take a pass and stick to their economics and orthodoxies.”
One Trader Takes A ‘Dark Side Stab’ At Jackson Hole
“No, a surprise will most likely look like a Central Bank chief that attempts to put policy back on the previous tighter path.”
Waiting Game.
Just biding time…
Look Out: Euro Jumps As Draghi Silent on FX Risk, PMIs Come In Hot
Score one for the crowd who thinks that Mario Draghi is going to have a difficult time keeping a lid on euro strength.Â
They Love To Talk, But Hate To Communicate
“Confidently dismissing the process as harmless for markets is a luxury they can’t indulge in.”
The Great Euro Debate Heats Up Ahead Of Jackson Hole
There’s a lot of commentary floating around out there this morning about the euro ahead
Bears Shouldn’t ‘Overstay Their Welcome’
“One of the most dangerous things in trading is to confuse what one thinks ‘should’ happen with the forecast of what ‘will’ happen.”
Don’t Dig Yourself A ‘Hole’: Full Week Ahead Preview
Ok, so strap in, because this promises to be an interesting week. August has proven
Cohn-Heads
But not like Beldar.
Borrowed Time.
Tick, tock.
Mario Draghi Extends Martial Law – ‘State Of Exception’ Is Permanent
DRAGHI IS SAID TO NOT DELIVER FRESH POLICY AT JACKSON HOLE:RTRS
Caution Needed: ‘Draghi In Mirror Is Closer Than He Appears’
“…keep an eye on how Jackson Hole begins to get handicapped as it becomes more imminent. And don’t assume Friday’s CPI is guaranteed to be more of the same.”
Trader: Is Yellen Trying To Drive Up Ticket Prices For Jackson Hole?!
“It’s almost as if we are stuck in neutral because they don’t want to harm the excitement of Jackson Hole. Will ticket prices decline if they don’t get to premier the hottest release?”
That ‘Throw Away Line’ Was Not, In Fact, A ‘Throw Away Line’
“That throw away line, that people came to expect and then ignore, was very likely to have been delivered with serious intent and forethought.”
A ‘Gettin’ Away With Murder’ Type Of Day: Thursday Market Wrap
Thursday was all about people who might have gotten away with murder…
‘We Don’t Believe You’: FX Market Flips Draghi The Bird
It’s time to call bullshit.
Another Trial Balloon: ECB ‘Studying’ How To Let You Down Easy
“The market reaction to Draghi’s speech last month in Sintra has made some policy makers more cautious.”
‘Billions And Billions And Billions’: ECB, BoJ, And Your Full Week Ahead Preview
If you didn’t get your fill of hand-wringing over DM central banks last week, then you’re in luck…
Stocks Fly To Records, Global Risk Rally Continues As Bad Data, ‘Good’ Yellen Keep Hope Alive
The message is loud and fucking clear: the vol. seller’s/ carry trader’s paradise and the risk party that’s made every homegamer with some SPY and QQQ look like a guru for the past eight years depends on DM central bankers staying some modicum of dovish. And on that score, bad data helps.
Did Mario Draghi And The Wall Street Journal Just Engineer A Bond Selloff?
These fuckers are quite literally trying to engineer a Thursday bond sell off before our very eyes and the idea seems to be that they can do it without risking any concurrent weakness in equities because no one will want to sell with Yellen still talking.
And God Said “Let There Be Data: And There Was Data.”
It’s Friday and God said, “let there be data: and there was data.” Let’s start
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
Euro Surges To 9-Month High, BofAML Says “Hawkish Festival” Is Dumb As Shit
“We have been arguing that tapering will come anyway, largely because of technical/ political constraints around QE. The ECB will still have to justify this with a macroeconomic narrative.”
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