“This morning’s decline has a panicky feel about it. No doubt about it. However”…
Category: Markets
Pandemic Fears Intensify As Life Grinds To Halt, US Yields Grind To New Record Lows
And yet, markets still haven’t really sold off in a manner consistent with “capitulation”.
Mike Pence As Virus Hunter. Rebalancing Flows As Bear Repellent.
If you’re looking for a savior amid the chaos…
Marko Kolanovic Breaks Down The Selloff, Says Short-Term Bounce Likely (With Caveats)
“The virus should go, but stimulative measures will likely stay”.
‘Previously Unthinkable’ CTA Deleveraging ‘In Play’, As Legacy ‘Long’ Signal Vulnerable: McElligott
The last few days have made the unthinkable suddenly thinkable.
Nobody Say ‘Spanish Flu’
“…complex interconnected systems greatly increase underlying risks.”
Last Stand.
One last push to rescue the world.
Kudlow & COVID: ‘We Have Contained This’
“We’re in touch with the Fed people all the time”.Â
#STS: Save The Stocks
If only there had been warning signs…
The Ice Age Is Driving The Equity Factor Bubble. And Albert Edwards Says ‘Disaster Awaits’
“I have an ugly vision of the future.”
‘Under Control’? Markets Wary As Virus Cases Rise, Hong Kong Exports Plunge, Japan Dives
“We took a hit yesterday”.
‘Very Good To Me’
It depends on your perspective, I suppose.
Bail Bond: ‘Four Decimal Watch’
“I’m on ‘four decimal watch.”
COVID Commodities Carnage Raises Stakes For Crude Cartel
Head in the sand?
‘The World Is Getting Spooky’: Risk Assets Start New Week On Shaky Ground
The market hates uncertainty…
‘If You Can’t Trust A Fix, What Can You Trust?’
“It’s gettin’ so a businessman can’t expect no return from a fixed fight”.
Hall Of Mirrors And The Lost Art Of Controlled Burns
“Afflictions”.
Bond Rally Has That August Feel, As Macro Scare And Hedging Flows Collide
And now, back to your regularly scheduled, insane duration grab.
Stunning: Markit PMI Posts Wild Miss As 4-Year Expansion Abruptly Ends
And that, as they say, is that.
Don’t Read The Fine Print On Best German Factory PMI In 13 Months
“…the observed jump in the headline index flatters the sector’s current trajectory”.
South Korea, Japan On Edge As Virus Spreads, Hits Economic Activity
“The coronavirus appears to have hit trade quite a bitâ€.
Yen-Sanity. Dollar Delirium.
It’s dizzying, to say the least.
McElligott, Kolanovic And The ‘Max Pain’ Trade
What could bring back September’s shock reversal?
Coronavirus Worry Shifts To South Korea. Situation ‘Very Grave’ In Daegu
“We plan to test all believers of that church”.
Marko Kolanovic’s Warning: Equity Factor Bubble Now Twice As Large As Dot-Com Era
“We caution investors that this bubble will likely collapse.”
Fed Hints At T-Bill Taper In Second Quarter (And Other Highlights From The January Minutes)
All anyone cares about is the liquidity spigot.
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