‘Good’ Trump Isn’t Coming Back, Get Used To ‘Bad’ Trump, One Bank Warns
“The author does not believe markets will come back to the ‘good’ Trump story anytime soon.”
Category: Markets
Marko Kolanovic Explains The ‘Liquidity-Volatility-Flows Feedback Loop’
“… at times of high volatility, the VIX is almost the sole driver of market
liquidity.”
Goldman Beats, Market Happy With Advisory Blowout Despite FICC Fail
Lots to digest here, but it looks like the knee-jerk is to “buy”.
Sophia Don’t Fail Me Now: One Bank Worries ‘Algo Rally’ Will ‘Run Out Of Steam’
Who knows – maybe ask Sophia.
JPMorgan Disappoints: FICC Fail Drives First Profit Miss In 15 Quarters
“Challenging market conditions.”
Surprise: China Tips More Stimulus As Economy Falters
We’ll see what the half-life on this is.
Need Another Excuse To Short The Dollar? CTAs’ Extrapolated Longs Will Do!
Now if only Trump would let the government open…
Ok, Sure! I’ll Take A Look At That Fed MBS Runoff Vs. S&P Returns Note…
Let’s do some math-ing.
Nomura’s McElligott Weighs In On China, Stocks And Reflation Skepticism
Predictably, markets start the new week torn.
