“… very provocative, 11th hour talk through ‘consultant/ macro advisory’ circles” on the balance sheet”
Category: Markets
One Bank Reminds You ‘What Makes This Fed Tightening Cycle Special’
“Our forecast appears to be validated.”
Presenting, One Bank’s ‘Refi Losers’
Domino effects.
‘Nobody Move, Nobody Gets Hurt’: Nomura’s McElligott Weighs In On Market ‘Standoff’ Ahead Of Key Events
For now, folks seem content to “rent” the risk rally.
As S&P Guns For Best January Since 1990, Risks Abound
Mind the land mines.
Maduro Faces Endgame In Venezuela
It’s almost over.
Buybacks Of The ‘Highest Quality’ And More To Come (Says One Bank)
If you’re looking for a relatively positive narrative…
Everything But The Kitchen Sink: Full Week Ahead Preview
To say the week ahead features a full docket would be to grossly understate the case.
Goldman Slashes Q1 US GDP Forecast (Again) Thanks To Shutdown
Well, the US is all set to get back to business this week…
In Brazen Move, EU Set To Officially Launch Iran SPV Designed To Circumvent Trump’s Sanctions
Now let’s see how Trump responds.
Saudi Crown Prince Rinses Blood Off Hands, Asks For $425 Billion In Investment
After all, what’s a dismembered journalist among friends, right?
‘We Feel The Need To Shout About This Risk Even Louder’: Angels In Europe
Fallen angel risk, European style.
Cognitive Instability And The Fed’s ‘Addiction Liability’
“We are troubled with the opinions we have of things and not by the things themselves.”
‘Fallen Angel Risk’ Still Front And Center Despite Bounce As $186 Billion Of Bonds ‘Migrate’ To BBB
…nobody wants to assign a high probability to what would be a catastrophic event.Â
As WSJ Tips ‘Earlier-Than-Expected’ End To QT, One Bank Assesses Impact On VIX, Rates Vol.
It’s time for another Timiraos “story”.
Obligatory ECB Post Alert: Draghi Postmortem
Same story: stark juxtaposition between crashing data and the end of APP.
Elizabeth Warren Sends Letter To Jerome Powell, Asks If Fed Is Flying Blind In Shutdown
“… the shutdown is ‘no longer just a political sideshow, it’s a real recession risk.'”
‘Kevin, I’m Not Gonna Buy 2 Sandwiches’: Hassett Admits Shutdown Could Drive Growth To Zero During Ritual Poppy Harlow Evisceration
Don’t go on CNN, Kevin. It never ends well for you.
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