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Category: mario draghi

“The Honeymoon Period Is Over” – Bullard Ain’t Buyin’ Trump And Other Overnight News

May 30, 2017

“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.”

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“Unexplained, High-Volume Drops,” Yuan Shenanigans, And A Cartel Meeting

May 25, 2017

Well, things have been “choppy” overnight and especially around the flood of OPEC headlines that

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oil, OPECLeave a Comment on “Unexplained, High-Volume Drops,” Yuan Shenanigans, And A Cartel Meeting

Trader: “Presto Chango!” All Is (Not) “Right” In The World

April 24, 2017

“Springtime in Paris can indeed be very enchanting.”

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1 Comment on Trader: “Presto Chango!” All Is (Not) “Right” In The World

Full Week Ahead Preview: Here’s “What To Watch” After France Votes

April 23, 2017April 23, 2017

“We’ve heard comment running the gamut from “everyone is petrified” to “should be a happy time for risk.”

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1 Comment on Full Week Ahead Preview: Here’s “What To Watch” After France Votes

This Is How Much QE Matters…

April 8, 2017

Right, so 10Y yields are all anyone wants to talk about. In fact, you’ve probably

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1 Comment on This Is How Much QE Matters…

“Hold My Beer While I Meet Xi.” And Everything Else You Need To Know On Thursday

April 6, 2017

It’s Thursday, which means today’s Donald Trump gets to look the Donald Trump who refused to

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Spot The Moment Mario Draghi Opened His Mouth

April 6, 2017April 6, 2017

Thursday morning chart challenge…

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Chart Of The Day: The ECB Is Running Out Of Excuses

March 29, 2017

” The broad based risk-on, over the past couple of weeks across European risk assets, has increased risks that should the political uncertainty ease post the French elections, rate hike newsflow will continue to grow.”

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A Good Bottle Of Scotch Would Be Nice: Making Sense Of Market Nonsense

March 16, 2017March 16, 2017

Thank God for four months of sobriety because the old Heisenberg would have been at the bottom of a good bottle of scotch right now…

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oil, OPEC2 Comments on A Good Bottle Of Scotch Would Be Nice: Making Sense Of Market Nonsense

The First Week Of The Rest Of Your Life

March 13, 2017March 13, 2017

Welcome to the first week of the rest of your life. By now you all

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oil, OPECLeave a Comment on The First Week Of The Rest Of Your Life

No Trouble In Little China And Nothing Doing In Oz

March 7, 2017March 7, 2017

It was a relatively quiet overnight session on the news front, although you wouldn’t know

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“Frexit”: Bank Runs, Deposit Blocks, Capital Controls. Any Questions?

February 25, 2017

“We have some experience in this domain: the example of Greece in the summer of 2015. That is not a happy precedent.”

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“Has The Whole World Gone Crazy?!” Part Deux

February 24, 2017February 24, 2017

For the hundredth time: “What do rates know that credit doesn’t?”

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1 Comment on “Has The Whole World Gone Crazy?!” Part Deux

Goldman Previews This Week’s Key Events

January 30, 2017

As mentioned earlier this morning, it’s a busy week. We’ve got multiple Fed meetings, a

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Daily Kickstart (ECB Preview; Why Did Tarzan And Suicide Squad Suck So Bad?)

January 19, 2017

It feels quiet out there on Thursday morning. On Wednesday, a fairly potent one-two punch

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Monthly Letter+

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Monthly Letters

42

March 6, 2026March 6, 2026

Resignation

January 30, 2026January 30, 2026

The Noriega Analogue

January 3, 2026January 3, 2026

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