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Category: Markets

Fed Attempts ‘Dovish Hold’, Emphasizes Muted Inflation, Lowers IOER

May 1, 2019May 1, 2019

Now, let’s go to Twitter to see what the president thinks.

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Harley Bassman: ‘Be Prepared For MMT To Be Implemented’

May 1, 2019November 6, 2021

“Maybe it will be different this time……not likely.”

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6 Comments on Harley Bassman: ‘Be Prepared For MMT To Be Implemented’

Here’s What Nomura’s Charlie McElligott Is Watching For From The Fed

May 1, 2019May 1, 2019

Here’s a quick primer on the key debates and discussions.

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SocGen: ‘Sell In May’ Is Less Likely To Work This Year

May 1, 2019

This time is different, apparently.

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As Carl Icahn Joins MMT Fearmongering Party, We Promise Not To Play You An Embarrassing CNBC Clip From 2016…

April 30, 2019November 1, 2021

Just kidding! Here’s the clip.

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9 Comments on As Carl Icahn Joins MMT Fearmongering Party, We Promise Not To Play You An Embarrassing CNBC Clip From 2016…

Trump: ‘Lowering Of Rates’ By ‘Like One Point’ Will Make Us Go ‘Up Like Rocket’, Weeee!

April 30, 2019April 30, 2019

Trump has (again) transcended satire.

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The Appearance Of Routine Dip-Buying And A Fresh Look At The ‘Sell In May’ Cliché

April 30, 2019

It appears as though there’s always “someone” buying the proverbial dip – an invisible hand, as it were.

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Nomura’s McElligott Weighs In On China PMIs, Warns Don’t Buy Into ‘Ridiculous’ Story About ‘Hedge Funds Shortest VIX Ever’

April 30, 2019April 30, 2019

“Do NOT buy into the ridiculous ‘Hedge Funds Shortest VIX Ever’ as some sort of lame ‘complacency’ indicator.”

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1 Comment on Nomura’s McElligott Weighs In On China PMIs, Warns Don’t Buy Into ‘Ridiculous’ Story About ‘Hedge Funds Shortest VIX Ever’

Sun Peaks Through Clouds In Europe

April 30, 2019

This ain’t nothin’ – so to speak.

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Closely Watched PMI Data Out Of China Misses, Suggesting Recovery Still Fragile

April 29, 2019April 29, 2019

Not out of the woods quite yet, apparently.

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Oil’s Correlation With Stocks Could Affect Trump’s Iran Decision Calculus

April 29, 2019

“This is useful to know”…

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‘At The Depths, We Maintained That A Quick Recovery Was Likely’: Marko Kolanovic Wonders If You Noticed How Right He Was…

April 29, 2019April 30, 2019

If you have further questions…

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One Pro’s Reminder: ‘There Needs To Be Someone On The Other Side Of The Trade’

April 29, 2019April 29, 2019

“Do you think Stanley gets on twitter and argues with those who disagree with his market viewpoint?”

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Powell’s ‘Pressure’ Point, ‘Proverbial Nickels’ In EM And ‘Going Large’ Out Of The Gate

April 29, 2019April 29, 2019

“For what it’s worth”…

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1 Comment on Powell’s ‘Pressure’ Point, ‘Proverbial Nickels’ In EM And ‘Going Large’ Out Of The Gate

As Mainland Mania Fades Further, ‘Plan B’ Is ‘Plan H’

April 29, 2019

A “catch up phase” in Hong Kong and a cloudy outlook for Mainland shares after Q1 surge.

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Not ‘Cutting’ It: Full Week Ahead Preview

April 28, 2019April 28, 2019

Powell back on the hot seat.

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You Say You’re Concerned About Corporate Leverage, But Are You Lying?

April 28, 2019April 28, 2019

Is this just lip service?

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From Lacy Hunt’s MMT Interview: ‘Nearly 100% Of Our People Would Be Miserable, Absolutely Miserable’

April 28, 2019October 11, 2021

“Suddenly we end up with President Bernie Sanders, Vice President AOC, and they appoint Professor Stephanie Kelton as the new Federal Reserve Chairman.”

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20 Comments on From Lacy Hunt’s MMT Interview: ‘Nearly 10020 Of Our People Would Be Miserable, Absolutely Miserable’

There Are No More High-Speed Collisions, Only ‘Parking Accidents’

April 27, 2019April 28, 2019

Does corporate leverage pose a systemic risk? Some perspective…

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The Acquittal Of Fear: How The Financial Crisis Changed Our Perception Of Reality

April 27, 2019October 18, 2021

“Fear has been elevated to a new heuristic.”

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It’s (Still) About The Buybacks

April 27, 2019April 27, 2019

“Plunge protection” – no conspiracy theories needed.

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China May Have Saved Itself, But What About The Rest Of Us?

April 27, 2019April 27, 2019

…you’re left to question both the will and the ability of Beijing to prolong the global cycle.

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Here’s Why It’s Important To Call Out Larry Kudlow For The Thousandth Time

April 26, 2019April 27, 2019

Not because it’s funny – rather, because it’s not funny.

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4 Comments on Here’s Why It’s Important To Call Out Larry Kudlow For The Thousandth Time

Crude Plunges As Trump Says He Called OPEC, CTAs Partially Delever Max Long

April 26, 2019November 1, 2021

“You gotta bring em’ down.”

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oil, OPEC3 Comments on Crude Plunges As Trump Says He Called OPEC, CTAs Partially Delever Max Long

Skin-Deep GDP Beat Suggests Things Might Not Be So Great (Again)

April 26, 2019April 26, 2019

A quick look under the hood is all you need.

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Chinese Stocks Wrap Abysmal Week As Equity Wipeout Overshadows Trade Deal, Xi White House Chatter

April 26, 2019

There was no reprieve.

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The ‘Dollar Liquidity Shortage’ Story Is Back

April 25, 2019April 26, 2019

Buckle up?

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