“It should be fine”…
Category: Markets
‘Yields On The March!’ Reflecting On The Latest Bond Selloff
“…this time without financial media concern.”
Goldman Asks: What’s So Special About The Dollar, Anyway?
This is the dollar’s “key statistical property”.
Trump Gets His War: China Cancels Trade Talks With U.S. After Latest Escalation
So much for “forcing” them to the table.
‘Yet Another Vol. Event’: What Happened In Hong Kong?
More tantrum symptoms, more fragility.
Let’s All Take A Minute To Marvel At The Train Wreck That Is ‘Brexit’
“For those of you who enjoy watching someone at the end of their rope ramble through a tacit admission of defeat”…
Don’t Look Now, But Chinese Stocks Just Logged A Monster Weekly Gain
Don’t call it a come back.
‘Is The Ice Age Over?’: Albert Edwards Ponders The End Of His Most Famous Investment Thesis
“…or is this just déjà vu all over again?”
In Norway, A Dovish Lift Off
“[I hope]Â normalization of rates comes before the next downturn.”
One Bank Takes A Wrecking Ball To ‘Global Liquidity Shortage’ Narrative
“Are central bank balance sheets really shrinking at all?”
Is The Reflation Trade Back? Not According To One Bank
“The ‘reflation trade’ indicator continues to lose momentum; we do not foresee a sharp reversal towards the ‘reflation trade’ for the remainder of the year.”
Marko Kolanovic Says Stay Overweight Stocks, EM, Flags Trump Risk, Warns Fed To Stay Vigilant
“The main risk to our pro-cyclical and non-US tilt is a spiraling escalation of the trade war, political tail risks in Washington, and failure of the Fed to recognize those potential developments.”
Bonds Now Most Attractive Relative To Stocks Since 2011 – I Guess.
Surely someone will find this “enticing”…
Goldman: ‘Greater Than 50% Chance’ Trump Goes All In On China By 2019
“…we believe the US could announce plans to impose tariffs on ‘phase three’ within the next couple of weeks.”
‘Shooting From The Hip’: High Noon Arrives For Trump’s Trade War
Wilbur needs you to understand that everything is under control.
It’s Official: Trump Slaps Tariffs On $200 Billion In Chinese Goods Starting Next Week
Brace yourselves for a war of attrition.
January All Over Again?
Back to the “melt-up”.
Trump Folds To Tim Cook, Will Shield Apple Watch From Tariff Impact
And just in time for Tim Cook to rollout the new models. How fortuitous.
Chinese Stocks Fall To Four-Year Low As Beijing Promises ‘Pain’, Trump Brands The World ‘Tariffed!”
“We are looking forward to a more beautiful counter-attack.”
Hostage Situation: Full Week Ahead Preview
“Hand over your trade policy and I’ll release global markets”…
Nomura’s Charlie McElligott Outlines The ‘Two-Speed’ Research Thesis For A ‘Vol-Centric World’
“The changes, the inflections that are made happen unemotionally and happen with significant leverage behind them.”
Red Ink: The Politics Of Fiscal Insanity
“I am the most concerned I’ve ever been.”
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