“It’s the category that counts.”
Category: Markets
The End Of The Invisible Hand And ‘The Hunt For Red October’
Good luck – you’re going to need it.
‘Peak Profits’: Revisiting The Three-Headed Margin Cerberus
Who’s concerned about margin pressure? Presumably everyone…
In Search Of A New Fed Put Strike Equilibrium
We’re not there yet.
The Iran Sanctions: Who’s Exempt And What’s In Store For Oil Prices
The big question.
Behold! A ‘Jaw-Dropping’ Black Swan Yuan Event
You better hope that trade “deal” isn’t “fake news”…
Recapping Friday’s Monumental Rally In Asian Stocks
Now that’s what I call a rally.
Trump Has One Phone Call With Xi, Decides It’s Time To Draft Trade Deal
“We’ll see what happens.”
Trump Tweet Sparks Best Day In Three Years For Popular China ETFs
Is this rational?
‘Spastic Spooz’: An (Implicit) Short Gamma Odyssey
“Hello Dave”.
Donald Trump’s ‘Very Large Brain’ Has ‘Very Long’ Phone Chat With Very Nice Chinese Man
Trade was capitalized, despite not being a proper noun.
China Teases More Stimulus As 7 Looms For Yuan, Defaults Mount
“It’s only a matter of time.”
Why SocGen Thinks The S&P Could Fall To 2,482
“…the ability of equities to absorb higher bond yields is rather limited.”
Requiem For October.
Another bad dream.
The BoJ And An ‘Enormous’ Risk From A ‘Very Out-Of-Consensus’ View
Down the rabbit hole with the world’s most dovish central bank.
Private-Sector Wages Rose At The Fastest Pace Since 2008 In Q3 – Now Cue The ‘Rogue’ Inflation Print
This is just further evidence that the tight labor market is gradually leading to wage inflation, the so-called “missing ingredient” for the Fed.
If Janet Yellen Had A ‘Magic Wand’, She’d Raise Taxes: Let’s Discuss…
“This is unsustainable.”
‘Goldilocks’ Is Dead: Say Hi To The ‘Synchronized Global Slowdown’ Meme
On Wednesday, markets received a slew of economic data to support the notion that the era of “synchronous global growth” is over.
In This Market, ‘Fear’ Has A Split Personality
The strange case of Dr. Jekyll and Mr. Hyde.
This ‘Freakout’ Isn’t The ‘Big One’ – That Comes Later: Nomura’s McElligott
The ‘main event’ comes in 2019.
Marko Kolanovic: October’s ‘Rolling Bear Market’ Could Morph Into A ‘Rolling Squeeze Higher’
“…there is an elevated risk of market reversion into year-end.”
Trump Says Democrats Will Tank The Stock Market: Here’s A Reality Check
“I strongly suggest voting Democrat.”
Italian Economy Flatlines In Third Quarter, Turning Screws On Populists
There’s more bad news for Italy.
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