“The market will likely continue to be dominated by disruptive tweets”.
Category: Markets
China Releases First Revamped Loan Prime Rate, Ushering In New Interest Rate Regime
Welcome to a new era.
Stocks Rise In New Week, But Surging Dollar Could Become Problematic
The combination of relatively tight Fed policy and a resilient dollar acts as a boa constrictor.
Boston Fed Chief Eric Rosengren Is A Man Suffering From A ‘Horrendous Lack Of Vision’
Eric doesn’t see the light.
It’s Going To ‘Feel Like A Recession’: One Bank Thinks The Die May Be Cast
“Those returning from summer holidays have had a bit of a shock”.
Nomura’s McElligott Sees Local ‘Vol-Killers’, Tailwinds For Near-Term ‘Crash-Up’
“Here we are now, with all of this ‘crash’ now increasingly likely to ‘bleed out'”.
German Stimulus Rumor Mill Kicks Into High Gear With Recession ‘Contingency Plan’ Report
If you ask nicely, Germany might be willing to spend a few billion.
As Ray Dalio Puts Recession Odds At 40%, Here’s A Chart Trio And A Message From Kudlow
Don’t be afraid to be happy.
‘There’s A Problem Here That Smacks Of Inevitability’: Recession Or No, The Fed Has To Cut Rates Aggressively
If you’re looking for reasons why the market is pricing a full-on easing cycle from the Fed, try this lens.
‘Another Double-Digit S&P Decline Could Be Disqualifying’: Trump As Convexity Consumer
“The only way an overinsured individual can monetize is by creating an ‘accident'”.
Stocks And Bonds Diverged In A Yellow Wood, And Sorry I Could Not Travel Both
Is past performance indicative of future results?
Argentina Has A Century Bond, Why Not Us?, Is What Treasury Wants To Know
Then again, it’s going great for Austria.
‘We Have Not Been Bullish Enough’: Misery, Redux
“We have been consistently surprised negatively”.
Trump Held Panicked Conference Call With Jamie Dimon, Others During 800-Point Dow Plunge
Who’s the “nervous mess” now?
China Moves Ahead With Key Interest Rate Reform In Push To Lower Borrowing Costs
One small step for the PBoC, one giant leap for everyone else’s sanity.Â
Trade War Puts Deere In Headlights
“Our results reflected the high degree of uncertainty”.
Now Is Not The Time To Lean Into The Illiquidity Premium In Credit, One Bank Warns
There’s always ETFs, though, right?
‘Uh, I Don’t Think So’: Bullard Fails Fed Chair Audition, Tells Fox Fed Won’t Convene ‘Emergency Session’
“A couple of weeks one way or another probably doesn’t matter”.
‘It Is What It Is’: Senior Officials Tell CNBC Trump, Navarro Only Ones Blaming Fed For Volatility
“The president is not expected to relent”, Tausche dryly notes.
Unstoppable Bond Rally Powers Forward As Yields Hit New Lows In US, Germany
The “policy impotence” trade is here.
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