Powell and Clarida must have been really disappointed they weren’t greeted with Filet-O-Fishes and pizza
Category: Markets
What Stocks Usually Do When The Fed Is Done Hiking (And Why History Is Not A Good Guide)
Being Jerome Powell is a pretty thankless job.Â
Jeff Bezos’s Net Worth Has Grown By 23 Donald Trumps Since Trump’s Election
Who’s the real “Bozo” in this equation?
Bill Gross Is ‘Off’, Will Leave Us ‘For Another Destination’ Where The Seas Are ‘Smoother’
“I’m off – leaving this port for another destination with high hopes, sunny skies and smooth seas!”
The Anticipated CTA Flip To ‘Max Long’ US Stocks Is Here: Nomura’s McElligott
“The unfortunate disclaimer is this”…
Shades Of 2016
Parallels and analogs.
Have Questions On ‘QT’? Goldman’s Got Answers
The genie is out of the bottle.
‘Unavoidable Option’: Only Analyst To Nail PBoC In 2014 Says China Rate Cut ‘Imminent’
“…we think cutting the risk-free rate is becoming more necessary and imminent.”
Back To The Drawing Board
“What does all this mean?”
One Bank Reminds You That ‘The World Is Still Flat’
Trade still makes the world go round, sorry Mr. President.
Into The Shadows: How Many Rate Hikes Is QT Worth?
“…the market’s focus on the import of the balance sheet is likely puzzling for Fed officials.”
Is Direct Lending The Next Subprime? Goldman Says Probably Not
Another “some worry” story.
The Central Bank Put Is Still There, But ‘Politicians’ Implied Vol.’ Has Exploded
“Have central banks blinked? We think so”…
As China Makes More Promises On Trade, Data Suggests Slowdown Isn’t Over Yet
So much for the glass half-full take.
Herman Cain For Fed Board! Let’s Talk Pluses And Minuses (If You’re Trump)
If you’re Donald Trump, there’s a lot to like about Herman Cain.
Nomura’s McElligott: Fed Now ‘De Facto’ Easing, CTA Model To Flip ‘100% Max Long’ On Nasdaq
“Let’s be real though”…
Jeff Gundlach Calls Reuters, Tells ‘Embarrassing’ Jay Powell To ‘Go Back In His Foxhole’
“I am going back into a foxhole.”
‘Capitulation’: What Wall Street Thinks Of Jerome Powell And The Fed
“It is difficult to read the outcome of the January FOMC meeting as anything other than the Fed capitulating to recent market volatility.”
One Trader Delivers Everything You Wanted To Know About MMT (But Were Afraid To Ask)
“Today’s topic is sure to incite some pretty strong reactions.”
Seeking Redemption, Jerome Powell Blindsides Skeptics
Is this what you wanted?
The Last Time BBBs Did This, Stocks Were At Record Highs
The latest from the “BBB apocalypse” saga.
Nomura’s McElligott Talks Dovish Star-Wishing On Fed Day
“… very provocative, 11th hour talk through ‘consultant/ macro advisory’ circles” on the balance sheet”
One Bank Reminds You ‘What Makes This Fed Tightening Cycle Special’
“Our forecast appears to be validated.”
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