“There is probably more pain to come”.
Category: Markets
Nomura’s McElligott Weighs In On Monday Mayhem: ‘Never Get Caught Short Gamma In August’
Markets could be in for a messy couple of days.
Ghost Of 2016’s Midnight Market U-Turn May Haunt 2020 Election, Goldman Says
Let’s just call it a coin flip.
After The Storm: Full Week Ahead Preview
So much for the summer “lull”.
Raging Rates And Bond Markets On The Boil
To be sure, the situation is “fluid”.
Wall Street Is Worried About The Fed’s Role In Trump’s Trade War. You Should Be Too
“Things are going along very well with China”.
The Stars May Have Aligned For One Bank’s ‘Uber-Bearish, Extreme’ Oil Scenario
Still not the base case, but if China decides to buy Iranian oil, all bets are off.
A Nightmare On Wall Street.
The algos do not appreciate that kind of thing, Mr. President.
Nomura’s McElligott: ‘That Was One Of The Most Manic 36 Hours Of Trading I’ve Ever Witnessed’
There’s no room for the mincing of words.
Jobs Report In Line For July, Wage Growth Heats Up
Interpretation was rendered difficult by the Fed’s muddled message and the president’s latest tariff threat.
Plunging Stocks, Surging Yen And South Korea Fight Make For Tough Day In Japan
What’s not to “like”?
China Says Won’t Be ‘Blackmailed’ By US As Mainland Shares Post Worst Week Since Last Tariff Escalation
“We won’t accept any maximum pressure, threat, or blackmailing”.
Entire German Curve Goes Negative As Bond Yields Plunge On New Tariff Threat
Bonds hardly needed another excuse to rally.Â
‘It’s A Very Dangerous Situation’: Rick Santelli And Judy Shelton Are Worried Sick About Our Crazy World
“The effect is like tasing an inert body”.
‘He Tweeted With Everyone Still In The Oval’: Trump’s New Tariffs And What They May Mean For GDP
The president clearly believes his luck will never run out.
‘I’m Goin’ Long Tinfoil Hats’: Trump Tariff Broadside Triggers Massive Bond Rally
“It sure looks like someone knew this was coming”.
As ‘Large Local Risk’ Realized, Fed May Be Forced To Finance Political ‘Rationality Deficit’
“In the absence of conviction about the existence of political circuit breakers”…
‘Tariff Man’ Returns: Trump Announces New China Tariffs, Stocks Crash
Everyone knew it was coming.Â
‘A Sea Of Red’: Manufacturing Malaise Says World’s Ablaze
“A sea of red, with all lights warning”.
Goldman: The Fed Probably Thinks That Was A ‘Successful Meeting’
You could conceivably argue that Wednesday’s mini-tantrum was worth it.
Nomura’s McElligott On What Can Go Wrong If The Fed Keeps Guiding Expectations Lower
“From the perspective of a ‘give ‘em an inch, they take a mile'”…
Jerome Powell Turns In Disastrous Performance As ‘Plain English’ Goes Awry Yet Again
“That’s where I’ll leave you for that”.
Fed Cuts Rates For First Time Since 2008. George, Rosengren Dissent
With the world – and Donald Trump – watching…
You must be logged in to post a comment.