In case you weren’t sure…
Category: Markets
Is Janet Yellen Just Trolling Donald Trump Now?
“A lower-for-longer strategy is attractive for several reasons. “
This Hasn’t Happened In 10 Years: S&P 500 Buybacks Edition
“The rise in CFO created a high-quality problem for managements: How should they spend all the cash?”
‘Worry When The Curve Steepens’, Nomura’s McElligott Warns
“What do prior cycles show us about market anticipation of the ‘flip’ to ‘steepening’ after the Fed’s last cut?”
Goldman Asked Carmen Reinhart If We Should Prepare For Debt Crises In Developed Markets. Here’s What She Said…
“And in the case of the US, low rates seem to assume unending demand for US Treasuries given the US dollar’s role as the global reserve currency.”
Out Of The Woods? At The Crossroads Of An Emerging Market Crisis
After a pivotal week, where to?
A Decade Later, ‘The Coast Is Not Clear’, One Bank Warns
“Currently, there is a ‘celebration’ that a decade has passed and that the world has overcome the fallout from the crisis.”
10 Years After Lehman: Hubris
Pride and fall.
Inflation Cools Off, Pushing Real Wage Growth Back Into Positive Territory
This could help allay some fears.
Turkey Delivers Sizable Rate Hike Hours After Erdogan Calls For Rate Cut
“If you are saying the opposite, you don’t know this business.”
ECB Sticks With ‘At Least Through Summer 2019’ Rates Guidance
It’s all fun and games unless Italy blows up the budget.
These Four Charts Illustrate American Exceptionalism In 2018
Somehow, this will resolve itself.
Who’s Your ‘Daddy’? Jamie Dimon Says He’s ‘Smarter Than’ Trump, Could Beat Him In 2020
“And by the way, this wealthy New Yorker actually earned his money. It wasn’t a gift from Daddy.”
Steve Mnuchin Invites China To Strike Another Trade ‘Truce’ So Trump Can Shoot It Down
Don’t hold your breath.
This Hasn’t Happened To Asian Stocks In 16 Years – So Is It Time To Buy?
More falling knives.
Gundlach Slams U.S. Fiscal Policy In ‘Miracle Grow’ Webcast, Talks ‘Monumental’ UST Short Squeeze
“What could get you there is a monumental short squeeze.”
Goldman Thinks This Is Pretty Simple: ‘More Growth, More Tariffs, More Fed Hikes’
This is the story and folks are sticking to it.
The Mirage.
So that’s a rather odd juxtaposition, isn’t it?
Tightening Tantrums, Cycle Highs And A Look Ahead To 2019
“From there, it’s about October’s large Quantitative Tightening impulse”.
What’s Really Going On With That ‘Massive’ Treasury Short?
“…there is a growing sense that positioning is not as stretched as the data would suggest.”
CDS Is Grossly Disconnected From EM, So Now Is A Great Time For A CDS ETF!
All you can do is shake your head.
Goldman’s Bull/Bear Indicator Hits 49-Year High: Here’s The Whole Story On That
“It’s always risky to argue that this time is different but”…
That’s Amore.
Who wants to catch a falling knife?
‘People Are In A Panic Today’: Apple Suppliers Just Plunged Thanks To Trump’s Tariffs And Tweets
Donald Trump is a man who knows an “exciting” plan when he hears one…
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