And a partridge in a pear tree.
Category: Markets
Potpourri! 9% Premiums, Weak Business Investment And Undersubscribed Repos
Here are some notables that may fly under the radar.
Vanguard Says Equity Volatility ‘Unsustainably Low’, 50% Odds Of Correction In 2020
Caution is warranted, according to the mammoth collector of assets.
China Shares Dive, Are Not Amused With ‘Big Fund’ Selling Of Semi Stakes
“The overall market sentiment remains strong”.
Questioning ‘Life Above 2%’ And Pondering The ‘Long-Dated Rates Catastrophe Option’
A large, sustained bond selloff isn’t likely, but…
Bonds Dictated The Action In 2019. They May Hold The Keys In 2020 Too
“…equities soon needed yields to rise to be able to do the same”.
Melt-Up Or Euphoria? A Rose By Any Other Name…
And yet, it doesn’t have to end now.
Nomura’s Charlie McElligott Delivers 2020 Macro Outlook: ‘My View Is Much More Realistic’
“As a contrarian, consensual group-think views into the year-ahead are often exaggerated”.
Carry On. There Are Stocks To Buy.
Lacking impediments, global stocks summit ever higher peaks.
Don’t Be So ‘Sensitive’: How Much Will The Data Matter For Markets In 2020?
“Data dependent”, so to speak.
This 2s10s Curve Is Still Inverted…
And has been for the better part of two years.
What To Know About The Biggest Chinese Liquidity Injection Since January
It’s worth taking a few minutes to understand the specifics.
Riksbank ‘Sadomonetarists’ Exit Negative Rates To Fanfare
Cue Paul Krugman.
Stanley Druckenmiller: ‘This Crazy President Saying We Need Negative Rates Is Most Anti-Capitalist Idea Ever’
“This administration, with wondering about where the hell the next bomb is coming from”…
Stanley Druckenmiller Delivers 2020 Outlook. Here Are Some Charts And Brief Color
“I’m 66, I might be dead by the time it happens”.
Here’s What Usually Happens After The S&P Has A Blockbuster Year
“Objects in motion”…
Markets Adrift As Traders Search For Catalysts Amid Trade Lull
Expect details around the trade deal to remain scant in the near-term.
Special Delivery! FedEx Drives Up, Drops Off Box Of God-Awful Numbers. Drives Off.
It’s bad. It’s so bad.
‘A Dramatic Turnaround’: BofA’s December Fund Manager Survey ‘Confirms The Bulls Are Back’
More “FOMO” feeling as recession risk is rapidly priced out.
Albert Edwards Adds Sellside Bond Yield Forecasts To Benjamin Franklin’s Short List Of Life Certainties
“…the symptoms of a congenital condition so deeply ingrained it will never change”.
So, The Pound Is Plunging. Turns Out A Crash-Out Brexit Is Still In Play
Just another day in geopolitical hell.
Get The Swords, Saudi Aramco Falls For First Time Since IPO
It’s an “exceptional company”.
‘Run-Bull, Run’
“Our policy machinery is going full speed ahead”.
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