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Category: Markets

When Is A Dove Not A Dove? Bullard, Powell Tuesday Tag Team Fails To Inspire

June 25, 2019June 25, 2019

“We are human and we make mistakes”.

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4 Comments on When Is A Dove Not A Dove? Bullard, Powell Tuesday Tag Team Fails To Inspire

Visualizing The ‘Market Zeitgeist’

June 25, 2019

Eye candy for the congregation.

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2 Comments on Visualizing The ‘Market Zeitgeist’

Are China’s Banks Next? WaPo ‘Death Penalty’ Report Rocks Chinese Financial Shares

June 25, 2019

“The ruling means Attorney General Barr or Treasury Secretary Mnuchin can terminate the bank’s ability to process US dollar transactions”.

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1 Comment on Are China’s Banks Next? WaPo ‘Death Penalty’ Report Rocks Chinese Financial Shares

Trader: The Burden To Act Is On The Wrong People

June 24, 2019June 24, 2019

What a “shame”.

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1 Comment on Trader: The Burden To Act Is On The Wrong People

What If China Just Walks Away?

June 24, 2019June 24, 2019

“Sometimes you just have to walk away.”

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1 Comment on What If China Just Walks Away?

‘It All Makes Sense If You Look At It Right’: Full Week Ahead Preview

June 23, 2019

“You gotta, stand back from it, you know.”

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Dueling Bull Markets And The ‘Jaws Of Doom’

June 22, 2019November 9, 2021

Does someone have to be definitively “right”? 

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1 Comment on Dueling Bull Markets And The ‘Jaws Of Doom’

‘The Economy Is Both Booming And Headed For Recession’: The Fed And Schrödinger Plates

June 22, 2019June 22, 2019

“The economy at the moment is in a superposition of two states.”

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7 Comments on ‘The Economy Is Both Booming And Headed For Recession’: The Fed And Schrödinger Plates

Either You Give Matteo Salvini €10 Billion In Tax Cuts, Or He Will Implode The Government, Ok?

June 21, 2019June 21, 2019

“I’m going to say goodbye and leave.”

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1 Comment on Either You Give Matteo Salvini €10 Billion In Tax Cuts, Or He Will Implode The Government, Ok?

Jim Bullard Explains Why The Fed Should Have Cut Rates On Wednesday

June 21, 2019June 21, 2019

This could double as a job application in case Trump is hiring for Fed chair.

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With ‘Everything’ At All-Time Highs, Is It Really ‘Too Late’ To Be A Bull?

June 20, 2019June 20, 2019

Did you miss it – again?

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5 Comments on With ‘Everything’ At All-Time Highs, Is It Really ‘Too Late’ To Be A Bull?

For Now, Record Highs. But ‘God Knows What Tomorrow Brings’

June 20, 2019June 20, 2019

…the warm, cozy feeling everyone gets from knowing the first Fed cut is just six short weeks away.

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Nomura’s Charlie McElligott Serves Up Giant Dose Of, Quote, FOMC ‘#BOOMSAUCE’

June 20, 2019November 9, 2021

“The QE-trade is back in a major way.”

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10 Comments on Nomura’s Charlie McElligott Serves Up Giant Dose Of, Quote, FOMC ‘#BOOMSAUCE’

Buy It All.

June 20, 2019June 20, 2019

The promise of perpetual liquidity provision…

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Goldman Throws In The Towel, Says Fed Cuts Coming In July, September

June 19, 2019

It was a long time coming.

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3 Comments on Goldman Throws In The Towel, Says Fed Cuts Coming In July, September

It’s Almost Over For Jerome Powell: Trump Says He Has Authority To Replace Fed Chair

June 19, 2019June 19, 2019

If the Fed doesn’t cut rates in July, Powell is out as chair.

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13 Comments on It’s Almost Over For Jerome Powell: Trump Says He Has Authority To Replace Fed Chair

‘It’s Just A Matter Of When’: What Wall Street Thinks Of The June FOMC

June 19, 2019

The only question for markets is “By how much?”

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Powell Fed, Now Hostage To Bond Market And Donald Trump, Largely Delivers

June 19, 2019June 19, 2019

“Further reaffirmation”.

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3 Comments on Powell Fed, Now Hostage To Bond Market And Donald Trump, Largely Delivers

Fed On Hold, But Out Of ‘Patience’. 8 Officials See Lower Rates In 2019

June 19, 2019June 19, 2019

“Increased uncertainty.”

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4 Comments on Fed On Hold, But Out Of ‘Patience’. 8 Officials See Lower Rates In 2019

‘Man, This Is A Tough One’: Nomura’s McElligott Delivers Last Minute Fed Take

June 19, 2019June 19, 2019

“Without a doubt, a June cut is trending higher, but not my base case”.

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4 Comments on ‘Man, This Is A Tough One’: Nomura’s McElligott Delivers Last Minute Fed Take

You’ll Never Guess What’s Behind The Bond Market’s ‘Increased Recession Fears’

June 19, 2019June 19, 2019

The straw that broke the camel’s back.

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1 Comment on You’ll Never Guess What’s Behind The Bond Market’s ‘Increased Recession Fears’

Of Equity Bears, Bond Bulls, Tail Risks And Policy Impotence

June 18, 2019June 19, 2019

The lay of the land as the Fed looms.

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Fund Managers Flee To Cash Just As Policy, Trump ‘Puts’ Kick In

June 18, 2019

Wrong-footed?

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6 Comments on Fund Managers Flee To Cash Just As Policy, Trump ‘Puts’ Kick In

It’s Official: White House Weighed ‘Legality’ Of ‘Demoting’ Jerome Powell

June 18, 2019June 18, 2019

If you had any lingering doubts…

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3 Comments on It’s Official: White House Weighed ‘Legality’ Of ‘Demoting’ Jerome Powell

‘Most Bearish Since The Crisis’: BofA Global Fund Manager Survey Shows Stunning Collapse Of Confidence

June 18, 2019June 18, 2019

Expecting the worst.

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Trump Loses Mind As Draghi Tips Rate Cuts, Says ‘Mario D.’ Is A Cheater

June 18, 2019

“President T.” is upset with “Mario D.”

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Mario Draghi Delivers A Mini-‘Whatever It Takes’ In Sintra

June 18, 2019June 18, 2019

Can you hear me now?

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