In Twilight Zone Markets, Bonds Are Stocks And Liabilities Are Assets
“This has been no ordinary episode”.
Category: Markets
Spare A Thought For The Bank Of Japan On Friday
Haruhiko Kuroda has a yen problem and it just got materially worse.
‘Is That Even Legal?’ Analysts, Traders Incredulous As Friday Conflagration Engulfs Markets
“The market should have realized” this was coming.
Powell Emphasizes Global Slowdown, Geopolitical Turmoil In Crucial Jackson Hole Speech
“The three weeks since our July FOMC meeting have been eventful”.
Nomura’s Charlie McElligott On China Tariffs: ‘September Selloff Window May Be Pulled Forward’
“The pieces were already aligning”.
China Strikes Back With Tariffs On $75 Billion In US Goods
Trade wars are “good and easy to win”.
Trump Needlessly Fans Recession Flames With New Tweets Alleging Economic Conspiracy
“I always find a way to win”!
Goldman Delivers Last Minute Market Musings Ahead Of Powell In Jackson Hole
“We have not changed that baseline view”.
Markets Brace As Fed Hawks Raise Stakes In Jackson Hole
Surely he wouldn’t risk it – or would he?
For Some Foreign Investors, US Debt Is Terribly Unattractive Despite Negative Yields At Home
Can you bear the hedging cost?