Cementing the global dovish pivot.
Category: Markets
‘Tariff Man’ Hit With $621 Billion Worth Of Trade Deficit Kryptonite
Congratulations are in order for “President T”.
OECD Reminds You Things Still Going To Hell In A Handbasket
“The global expansion is continuing to lose steam, and faster than anticipated a few months ago.”
Fearing Stock Market, ‘Legendary’ Dealmaker Said To Hurry Deal Along
“The art of the ‘let’s hurry up and get this done'”.
‘Imported Trouble’: Why One Bank Sees Virtually No Upside For Stocks From Here
“… we expect almost no earnings growth for 2019.”
Nomura’s McElligott Delivers Update On ‘Ides Of March’ Risk For Stocks
“…we’d be at risk of seeing this very leveraged strategy turning a NET SELLER.”
Behold: The Incredible Flow-less Rally
“…the current gap is one of the largest since the GFC”.
Trump Tells India, Turkey He’s Fed Up With Helping ‘World’s Poorest Countries Climb Out Of Poverty’
“Stable genius” strikes again.
Of Course Nomura’s Charlie McElligott Knows What’s Wrong With Stocks On Monday…
“… said every equities PM ever.”
Huawei, Meng Wish You People Didn’t Suck, But Since You Do, Consider Yourself Sued
Kidnapping, rights violations, bills of attainder, etc.
Deal Or No Deal?
Win, lose or draw?
Dollars, Doves And Dictators: Full Week Ahead Preview
What could go wrong?
Fed Balance Sheet Runoff: A ‘Roadmap’ To The End Of The Road
Here’s how this will work – maybe.
‘Political Things?’ S&P Rises 100% Of The Time In Presidential ‘Third Years’
“I know that’s not supposed to be the way it is”…
After ‘Goldilocks’ Rally, One Bank Ponders What’s Next
“Cross-asset performance YTD has had a distinct ‘Goldilocks’ flavor, with equities and bonds rallying together.”
Data Doldrums And The Futility Of Financial ‘Journalism’
On rare occasions, I’ll extricate myself from my desk chair…
‘Boom!’ Nomura’s McElligott Talks Possible Breakdown In ‘Bond Love Affair’ Ahead Of ‘Ides of March’ Risk For Stocks
“… it sets up a dangerous dynamic where ‘late-comers’ are forced-in.””
Meanwhile, Over At The A Share Casino…
The bull market marches on following MSCI decision.
Trump Officials Prepping ‘Final Trade Deal’ Amid WTO Win, Huawei Drama, Xi Summit Plans
Are we there yet? Maybe!
Suddenly, China Has The Best Performing Stock Market On The Planet – What’s Next?
Spoiler alert: who knows!
It’s ‘Eerie’: One Bank Asks Whether Europe Is Now Japan
Is the die cast?
Sideshow Bob (Lighthizer).
“…and again I say ‘if’.”
Like Hannibal Smith, Nomura’s Charlie McElligott ‘Loves It When A Plan Comes Together’
Fresh off Tuesday’s sweeping assessment…
Bottoms Up? Goldman Sees ‘Green Shoots’
Good news!
Let’s Check In On Jeff Gundlach’s ‘Most Recessionary Indicator’!
Less “recessionary” now?
An Excited Charlie McElligott Details ‘The Makings Of A March Surprise’
“The punchline then is this”…
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