And the punchline…
Category: Markets
The VIX Is Very Low To Be This Close To A Historic Fed Meeting
Cheap options for “plain English”.
The Most Dramatic Pivot Since The Crisis
“…counting the impacts of the QE-unwind since 2014, the degree of tightening has been severe”.
Will It Be Enough?
We need to reflate with more “vigor”.
David Vs. Goliath: Einhorn Takes On The US Corporate Debt Bubble
“Good luck, we’re all counting on you”.
Turkey’s Recently Decapitated Central Bank Gives Erdogan Massive Rate Cut
Markets were on edge headed into today’s CBT meeting.
Markets Have Moved From ‘Central Bank Put’ To ‘Mini-Goldilocks’. Now, The Risk Of Another Regime Shift Is Rising
Even in a benign situation, a rotation could catch lopsided positioning woefully offsides.
‘This Could Trigger An Actual Recession’: Folks Are Getting Worried About Germany
“…at this point though, the manufacturing slowdown in the EZ is so real that it risks dragging Services with it”.
‘From Bad To Worse’: Yields Plunge To Record Lows As German Manufacturing Falls Off A Cliff
This “raises the risk of the euro area’s largest member state entering a mild technical recession”.
(Anti)Trust Me – Again
The bottom line is the same as it was last month
Nomura’s McElligott Returns, Talks ‘The Halcyon Cross-Asset Short Vol Trading Environment’
The market zeitgeist is largely unchanged.
UBS CEO Very Worried About Asset Bubbles, Says ‘Cutting Rates To Infinity’ Not Great For You (Or Him)
“I hope the US won’t follow that”.
Boris Johnson And Other Fun Tuesday Notables
BoJo takes over and other notables from across the globe.
Elizabeth Warren: An Economic Crash Is Coming
“The country’s economic foundation is fragile. A single shock could bring it all down”.
‘The Algo Is Agnostic’: Here’s What Happens When You Run NLP On 30 Years Of Fed Communications
Parsing central bank communications is more art than science. Or at least it was until now.
Matches: Full Week Ahead Preview
There are lots of matches just waiting to be struck.Â
Goldman Says You’re Probably Too Obsessed With American Manufacturing
Keep it in perspective.
Why Risk Assets Are Immune To Crazy Politics
Whistling past the graveyard since 2009.
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.
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