Fragility and such.
Category: Markets
Trump Is ‘Glued’ To The Stock Market -And He’s Running Out Of Excuses
“…it’s amazing what happens when a businessman is allowed to run the economy.”
China Summons U.S. Ambassador In Huawei Standoff, Accuses Washington Of ‘Violating The Rights’ Of Chinese Citizens
The U.S. has violated the “legitimate rights and interests of Chinese citizens”.
China’s November Trade Data Proves Everyone Is Losing In Trump’s Trade War
The “front-loading” just wore off.
‘Through The Looking Glass’: Aleksandar Kocic And The Fed In Convexity Wonderland
“A new perspective on monetary policymaking in the post-crisis world.”
It’s A Sad, Mad, Sad, Mad World.
An unfortunate state of affairs.
Marko Kolanovic Delivers 2019 Outlook And It Is Quite Something…
A truly incisive critique from the Street’s most celebrated analyst.
From Vienna With Love: OPEC Delivers, But Cuts Unlikely To Please One ‘Strategist’
Now commence the OPEC tweets.
Jobs Report Misses Lowest Estimate, Wage Inflation Cools
You wanted “dovish” data, here’s some.
Here’s The Narrative – Now How Will November Payrolls Fit In?
Tell me a story. And then fit this data into it.
Thursday’s Big Story Wasn’t WSJ’s Fed ‘Scoop’ – It Was The Short-End Circuit Breaker
Let’s get to the real story from Thursday, ok?
Here’s An OPEC Stalemate Rant.
Color me skeptical.
Here’s What You Need To Know About Thursday’s Farcical OPEC Meeting
“… we’ve had no discussion with the U.S. on oil price levels.”
Chinese Shares Not Amused With S&P Futures Crash, Huawei Arrest
It all started with an overnight plunge in S&P futures…
‘China Will Take Hostages’: Huawei CFO Arrest Grabs Top Billing For Nervous Markets
“…the tension between the two sides is rapidly escalating.”
What’s Behind The Flash Crash In S&P Futures?
Liquidity appears to be a problem.
A Behind-The-Scenes Look At The Great November Oil Collapse
If you’re in the mood for more CTAs and gamma effects, you’re in luck.
As OPEC Tips Production Cut, Trump Reminds Saudis He Doesn’t ‘Want Or Need’ Higher Oil Prices
Will the cartel tempt fate?
‘Sad Nonsense’: A ‘Whodunit?’ Guide To Tuesday’s Wall Street Mayhem
Line up the usual suspects.
As ‘Tariff Man’ Doubles Down, Chinese Domestic Demand May Be Kryptonite
“…we will be charging major tariffs.”
Post-Mortem.
It’s autopsy time.
Ban Bond Trading: Curve Inversions & The Reality Distortion Loop Of Reverse-Engineered Growth Slowdowns
“Why are you wearing that stupid trader suit?”
On Wall Street: Midday Massacre
So much for the G20 bounce.
‘Cash Is Better Than Stocks For The First Time In A Decade’: ‘TINA’ Now Suffering Daily Beatings
Let’s go over this for the hundredth time.
As Trade Euphoria Turns To Confusion, Yuan Emerges As Big Winner From Truce
You can stop worrying about a 7-handle – for now.
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