“It’s a macro tape, you’re just living in it”.
Category: Markets
No Man’s Land And The Boilerplate Bond Chyron
“Investors want to be long US Treasurys”.
All Hail The Titans
Another cautionary tale?
Treasury Pulls Trigger On Russia’s Rosneft For Trafficking Maduro’s Oil
“The United States is determined to prevent the looting of Venezuela’s oil assets”.
Everyday Low Guidance: Walmart Serves Up Disappointing Forecast
“The company continues to monitor the Coronavirus outbreak”.
Apple Says It Won’t Meet Revenue Guidance As Coronavirus Fallout Begins
“All of our stores in China and many of our partner stores have been closed.”
What Pandemic? Not Much De-Risking Is Happening And One CIO Thinks It’s Nuts
“I have never in my career seen anything as crazy as what’s going on right now.”
Bonds, Greeks And Stubborn Greenbacks
This is a good time to roll out the most nauseatingly clichéd quip in the history of market jokes…
Chinese Stocks Recover All Post-Holiday Losses As Autos, Brokerages Skyrocket. Parliament Delay Pondered
Like it never happened – sort of.
China’s Latest Rate Cut: Here’s What It Means
This paves the way for the de facto benchmark to be cut later this week.
Japan Just Served Up One Of The Worst Quarterly Economic Contractions In History
And this was before the virus.
A Large Butterfly Flaps Its Wings In Paris: The Early Days Of A Crisis
“We have 200 people to keep alive.”
‘All Roads Lead To Lower Rates’: Kocic
“The least ambiguous trade”…
Bad, Worse, Ugly Or ‘Unthinkable’? One Bank Goes ‘Dystopian Hollywood’ With Coronavirus Scenario Analysis
“Let’s all pray it does not come to pass.”
Conspiracies Aren’t Conspiracies And ‘Fundamentals’ Are Malleable
Ben Bernanke is the worst co-conspirator in the world.
The World’s An Unfriendly Place When King Dollar Refuses To Roll Over
“King dollar” can be a real pain sometimes.
Trump Has New Plan To Drive Stocks Into Stratosphere (But You Have To Reelect Him)
“If you reelect this administration, this is what you’re going to get”.
Viral Valentines.
Who wants to hold risk into the weekend?
World’s Most Profitable Company Starting To Get Annoyed With Pesky Virus
But they’ll be fine…
A ‘Rare’ Local ‘Red Flag’ And A 30,000-Foot Reminder
“Risk gets spooked”, a local consideration and a big-picture reminder.
China’s Auto Slump Goes Viral In Record January Plunge
But don’t worry, Tesla will be fine, I’m sure.
Sociopathic Tendencies.
“No one asked about the data revisions”.
Deutsche’s Kocic Explains How It Could All Dead End
Any questions?
Nomura’s McElligott: ‘Second-Order Melt-Up’ Setup Still In Play
“Doing their thing”.
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