“Buffering”…
Category: Markets
One More Reason Trump Will Be Loath To Turn On Saudi Arabia: U.S. Debt
“Please fund our deficit.”
As China’s Treasury Holdings Fall For Third Month, U.S. Foreign Policy Seen Accelerating De-Dollarization
Remember, foreign investors are “free to do what they want to do.”
Netflix Beat – Now Chill.
Is this enough to make Tuesday’s rally sustainable?
The Usual Suspects And A Theory On Global Macro Funds
Selloffs following record highs should probably be viewed as some semblance of cathartic, but that’s not the way people think about things in the post-crisis world.
Growth-To-Value Rotation Goes ‘Global’ With All Eyes On Netflix After Momentum Rout
Who knows, maybe Netflix can turn the tide.
Goldman, Morgan Square Off In Dueling Earnings Reports
Compare and contrast.
SocGen’s Swans Are Back And They Have Grown Since June…
It’s that time again.
‘Private’ Parts: Explosion In Private Debt Market Cements ‘Liquidity As The New Leverage’
“For all practical purposes, such liquidity should be expected to evaporate entirely.”
Janet Yellen Reminds You That If A Halfway Politicized Fed Is Bad, A Completely Politicized Fed Is By Definition Worse
“There’s no law against that, but I don’t think it’s wise.”
Chinese Shares Will Now Fall Some More If It Pleases The Court
Further off the rails…
Chinese Stocks Could Fall 10% In ‘Bear’ Case, 30% In ‘Crisis’ Scenario
What’s priced in and how bad could it conceivably get?
Is It Over? Full Week Ahead Preview
Around the world in 1,300 words.
‘Rolling Minsky Moments’ And ‘Pseudo-Stability’: Revisiting The Avalanche
On Thursday morning, following the systematic unwind that precipitated the worst day for U.S. stocks
Saudi Stocks Plunge, Kingdom Promises ‘Strong’ Retaliation To Any U.S. Action
“The kingdom emphasizes that it will respond to any measure against it with an even stronger measure.”
‘Theme Overload’.
How much can you process?
‘I’ve Got Plenty Of Buyers’: Steve Mnuchin Says People Are Lining Up To Invest In Trump’s Banana Republic
You are “free to do what you want”, but Steve knows you really – really – want some Treasurys.
Reality Versus Market Agitprop: Did Everyone Really Turn Bearish On Wednesday?
There seems to be some misinformation circulating on Friday afternoon.
Kolanovic Weighs In After Selloff: 70% Of Systematic Selling Is Behind Us
“This risk is now balanced, and can turn into a positive impact”.
‘We’re (Still) Not Winning!’ China Logs Another Record Surplus With The US Ahead Of Tariff Bite
It may not be sustainable, but it sure is funny.
As Long As You Don’t Care About That FICC Miss, JPMorgan Results Look Ok
This is probably good enough. Fingers crossed.
Ruh-Roh! ECB Won’t Rescue Italy, May Force Populists Into E.U. Bailout
“No soup for you.”
Jeff Gundlach: ‘Trump Is Crazy Like A Fox’
“President Trump is just a different kind of guy.”
Trump ‘Won’t Fire’ Jerome Powell, But He Does Know A Guy Who Would Make A Great Fed Chair…
If you want something done right…
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