Whistling past the graveyard since 2009.
Category: Markets
In Markets, Summer Melt-Up To Meltdown?
You can hardly blame anyone who’s nervous
Jim Bullard Says He Wants Jay Powell’s Job, And What John Williams Was Really Trying To Say
“If it were up to Neel Kashkari”…
Looming Catalysts And A Bad Macro Picture Are ‘Incongruous With Very Low Volatility’: Goldman
The second half of 2019 is likely to be “catalyst-rich”.
Morgan Stanley Delivers Passable Results Despite Trading Stumbles
With its peers on the books, Morgan Stanley was up to bat with Q2 results on Thursday.
For Some Emerging Markets, It’s Time To Cut While The Cuttin’s Good
South Korea and Indonesia cut rates as the Fed opens door to EM easing.
As ‘Trade War’ Retains Top Spot On ‘Tail Risk’ List, Congress Calls Trump’s Huawei Bluff
So, how serious is the administration about “national security”, really?
Marko Kolanovic: Unless There’s An External Volatility Shock, Equity Exposure To Increase
“Once exposure starts to increase, it tends to continue until”…
Trump Decides To Make Fun Of China’s Economy, Hints At More Tariffs
“China wishes it had not broken the original deal”.
Summer Lull Meets Data Deluge, Earnings: Full Week Ahead Preview
Markets are ostensibly free to focus on the “fundamentals” again.Â
For These Investors, It’s ‘Still All About China’
But a little bit about recession, deflation and currency wars, too.
As ‘VaR Shock’ Talk Gets Louder, Let’s Keep The ‘Tantrum’ Tabloid Calls In Perspective
Of course, waxing hyperbolic/hysteric is something different from warning that something is possible.
‘I Think It’s Extremely Important’: As Stocks Hit New Records, Here’s This Week’s Simple Takeaway
Maybe good news can actually be interpreted as positive for risk assets again.
Albert Edwards: Trump ‘Will Take The Global Currency War To A Whole New Level’
“Expect the dollar to fall bigly”.
As China’s Latest Trade Data Disappoints, Market Sees Canaries In Singapore
“Canaries”, “coal mines” and such.Â
Nasty 30-Year Auction Underscores Tantrum Risk
It doesn’t do anybody any good to wax hyperbolic/hysteric, but…
‘There Are Too Many Signs Of Slowdown To Ignore’ – Some Doubt Fed’s Ability To Avert Downturn
“…the end of the cycle is more likely than a third temporary loss of momentum”.
The ‘Ammo’ Problem Is Back – And It’s Worse Than Ever
The same worry, but now it’s more acute.
In June Minutes, Fed Admits Expectations For Rate Cuts Main Reason Why Financial Conditions Still Supportive
“…those conditions appeared to be premised importantly on expectations that the Federal Reserve would ease policy.”
The ‘Faint Heartbeat’ Exchange: AOC Corners Powell On Phillips Curve Implications For ‘Modern’ Policymaking
“Modern policy making considerations.” With an emphasis on “modern”.
‘No Ma’am’. Powell Tells Maxine Waters He Ain’t Goin’ Anywhere
“If you got a call from the president”…
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