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Category: Markets

‘Black Zero’ Gotta Go: Germany Slashes 2020 Growth Outlook Amid Heinous Factory Slump

October 17, 2019

When it comes to what can save the world…

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1 Comment on ‘Black Zero’ Gotta Go: Germany Slashes 2020 Growth Outlook Amid Heinous Factory Slump

Morgan Stanley Surges Following Blockbuster FICC Performance

October 17, 2019

This looks like a standout.

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1 Comment on Morgan Stanley Surges Following Blockbuster FICC Performance

Jamie Dimon Could Have Stopped The Repo Squeeze. Here’s Why He Didn’t…

October 16, 2019October 16, 2019

“…it’s about how the regulators want to manage the system”.

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3 Comments on Jamie Dimon Could Have Stopped The Repo Squeeze. Here’s Why He Didn’t…

Turkey Bans Short-Selling In Plunging Financials After US Brings ‘Illegal’ Charges Against Halkbank

October 16, 2019

“It was closed but they unlawfully reopened it”.

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Nomura’s McElligott: Here’s What Caused The ‘Sling-Shot Move’ In US Equities

October 16, 2019October 16, 2019

“Melt-up flows”.

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4 Comments on Nomura’s McElligott: Here’s What Caused The ‘Sling-Shot Move’ In US Equities

Retail Sales Post First Drop Since February In Fresh Sign That MAGA Economy Is Decelerating

October 16, 2019

But hey, it should be fine.

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1 Comment on Retail Sales Post First Drop Since February In Fresh Sign That MAGA Economy Is Decelerating

‘Clown’ Who Presided Over Worst December For S&P Since Great Depression Says Democrats Will Crash Economy ‘Like 1929’

October 16, 2019October 16, 2019

“…if any of those clowns became President!”

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5 Comments on ‘Clown’ Who Presided Over Worst December For S&P Since Great Depression Says Democrats Will Crash Economy ‘Like 1929’

Here’s The Kind Of Quarter Bank Of America Had…

October 16, 2019October 16, 2019

This will probably work for folks.

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Another Day, Another Sign Of ‘Japanification’ In The US Economy…

October 15, 2019

Don’t chase down the rabbit hole – it will only make things worse.

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‘Good News Is Good News’ Again. Here’s What It Means For Markets, According To Goldman

October 15, 2019

“…better growth needs to take over as a driver”.

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IMF Issues Quarterly Doom And Gloom Report – Cuts Growth Outlook Again

October 15, 2019

“…a much more subdued pace of global activity could well materialize”.

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China Thinks Trump Needs To Lift Tariffs If He Wants Xi To Make ‘Patriot Farmers’ Solvent Again

October 15, 2019

“Massive” farm purchases are contingent, apparently.

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3 Comments on China Thinks Trump Needs To Lift Tariffs If He Wants Xi To Make ‘Patriot Farmers’ Solvent Again

Goldman Posts Dramatic Drop In Investment And Lending Unit Amid Carnage In Equity Book

October 15, 2019October 15, 2019

Call an Uber.

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Dimon Sets The Tone As JPMorgan Beats On NII, FICC In Solid Quarter

October 15, 2019October 15, 2019

Fortresses doing fortress things.

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1 Comment on Dimon Sets The Tone As JPMorgan Beats On NII, FICC In Solid Quarter

Steve Mnuchin Accidentally Confirms ‘Phase One’ Trade Deal Isn’t Worth The Paper It’s Not Written On

October 14, 2019October 14, 2019

Nothing could go wrong.

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2 Comments on Steve Mnuchin Accidentally Confirms ‘Phase One’ Trade Deal Isn’t Worth The Paper It’s Not Written On

Turkey Stocks In Meltdown Mode As Lira Sinks Amid Sanctions Threat

October 14, 2019October 14, 2019

One tweet away from a panic.

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China Wary Of ‘Phase One’ Trade Deal, Beijing Seeks More Talks ASAP: Reports

October 14, 2019October 14, 2019

Color everyone skeptical.

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Trump Declares Victory For ‘Patriot Farmers’. Goldman Calls China Deal ‘Fairly Straightforward In Certain Aspects’

October 13, 2019October 13, 2019

“IMMEDIATE” purchases.

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1 Comment on Trump Declares Victory For ‘Patriot Farmers’. Goldman Calls China Deal ‘Fairly Straightforward In Certain Aspects’

$800 Billion In AUM Says It’s Too Late To Save The Global Economy

October 13, 2019October 13, 2019

“…lasting damage has been done and policy action will too little, too late”.

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5 Comments on $800 Billion In AUM Says It’s Too Late To Save The Global Economy

The Macro Tourist Has A New Favorite Chart…

October 13, 2019October 13, 2019

“True financial crises occur when something happens that no one believes can happen”.

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$400 Billion By Next Summer: Analysts React To ‘QE-Lite’ (Which Isn’t QE)

October 12, 2019October 14, 2019

But a “technical” matter…

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17 Comments on $400 Billion By Next Summer: Analysts React To ‘QE-Lite’ (Which Isn’t QE)

US, China Strike ‘Phase One’ Trade Deal, Tariff Hike Delayed, No Decision On December Escalation

October 11, 2019October 19, 2019

Rejoice! 

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7 Comments on US, China Strike ‘Phase One’ Trade Deal, Tariff Hike Delayed, No Decision On December Escalation

‘QE Lite’ Is Here! And It Starts Next Week…

October 11, 2019October 11, 2019

They’re going “big” right out of the gate.

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4 Comments on ‘QE Lite’ Is Here! And It Starts Next Week…

In Case Markets Needed More Good News, Here’s A Goldilocks Consumer Sentiment Report

October 11, 2019

“The impeachment inquiry has not had a significant negative impact”.

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Nomura’s McElligott: Hedges Are ‘Being Lit On Fire’ Amid Unwelcome ‘Blast Of Good News’

October 11, 2019October 11, 2019

“[We] should see some entertaining price action today!”

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Global Markets Whipped Into Bullish Frenzy As Trump Teases Meaningless ‘Deal’ With China

October 11, 2019October 11, 2019

Curb your enthusiasm.

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Here’s How Much The Fed Will Buy During The First Four Months Of ‘QE-Lite’

October 10, 2019October 10, 2019

By any other name…

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