“Is this event enough of a macro catalyst to trigger a larger deleveraging”?
Category: Markets
Amid Rip-Roaring Start To 2020, Did Small Caps Just Flash A Warning Signal?
Oh, and speaking of that, 2020 kicked off with bull-flattening.
Can China Keep Easing Without Irritating Donald Trump?
Tug-of-wars are inherently unsustainable.
Net Supply Of Safe-Haven Bonds Set For First Drop In 4 Years As CBs Fire Up Presses
The supply shortage is making a comeback.
‘Dire’ Final PMIs Underscore Depth Of European Slump, Pernicious Brexit Impact
“A dire end to 2019”.
For Chinese Markets, Plunging Liquor No Match For RRR Cut, Trade Optimism
Kweichow Moutai may be a harbinger, but it matters not on Thursday.
Mohamed El-Erian Is Worried. Here’s Why…
“Improvement” may be such a relative term right now as to be nearly meaningless.Â
Requiem For A Dreamy 2019
Happy new year.
China Delivers Promised RRR Cut, Releasing 800 Billion Yuan In Liquidity
Expect more where this came from in 2020.
How Bad Would It Have Been Without The Xanax?
We may never know.
What’s Better Than Buying An Index Fund? Buying Index Stocks, That’s What.
This is pretty simple, really.
2019’s Dominant Trends Reverse In Year-End Shuffle
Don’t read too much into it.
2 Things: Soy And Gold
It’s too late for some Trump voters in farm country, though.
Lukewarm Data Belies Top 10 Year For S&P
As for what’s in store…
Pensions Go ‘Exploring’ In Exciting World Of Opaque, Illiquid Private Credit
Maybe “spelunking” is better.
‘The World’s A Nicer Place When The Dollar’s On The Back Foot’
A lack of news makes positioning-inspired dollar drop the story du jour.
Out With The Dissenters! Fed Voter Rotation Removes Hawks
2020 represents a unique challenge thanks to Trump’s public criticism of monetary policy.Â
Prophesying Profits.
Obviously, the risk here is that stocks have it wrong.
The Market Is Usually Wrong About The Fed. But What About The Economy?
“…the market is almost always wrong about what the Fed will do”.
He’s No Janet Yellen, But For Now, ‘Straight-Up Bliss’
But, and there’s always a “but”…
Is ‘King Dollar’ Finally Rolling Over?
Trump sure hopes so.
Gamma Gravity, Reversals And Reflation Fascination: Summarizing Holiday Musings From Nomura’s McElligott
Recapping key talking points….
Up, Up And Away: Holiday Melt-Up Proceeds Apace
In these ebullient times, let us not forget the proverbial reason for the season.
China’s Industrial Profits Stage Sharp Rebound After Worst Plunge On Record
This should allay some fears – and we emphasize “some”.
Chupacabra.
Of Bigfoot, Bat Boy and other tall tales.
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