…famine, pestilence and, naturally, locust plagues.Â
Category: Markets
‘The Frogs Were Boiled’, So What’s Next?
One bank is bullish, but “not foolish”.
What Marko Kolanovic Thinks About ‘Current Market Fears’
“…some of the fears are justified more than others.”
Deutsche’s Kocic: ‘In The Current Paradigm, Calm Markets Cause Volatile Politics’
Markets remain calm despite political uncertainty. How many times have you heard that statement or
The Unfathomable Stupidity Of Stephen Moore
“Why didn’t we make him Fed chair?”
Everything You Didn’t Want To Know About Friday’s Collapse In The Turkish Lira
Now quick, somebody blame Fethullah Gülen.
Make Yield Curves Inverted Again! As 3M-10Y Goes Negative, Trump Assails Fed
But hey, look at the bright side…
Doom And Gloom.
Dour data and plunging bond yields.
Now Vindicated, Marko Kolanovic Explains Dramatic Market U-Turn
“… the answer to all of these questions lies in market liquidity.”
Of Hamster Wheels, Zombies And Spiraling Bubbles!
Just in case “more cowbell” is needed when it comes to “hot takes” on the Fed…
Behold: Here Is Charlie McElligott’s Fed ‘Rant’
“Allow me to get this off my chest immediately”
‘Tightening Is So Last Year’: What Wall Street Thinks Of (Another) Dovish Surprise From The Fed
“Just when you thought the Fed could not possibly deliver another dovish surprise”…
Fed’s Dovish Surprise Sure To Elicit Feigned Incredulity From Peanut Gallery
Commence the tomato throwing!
Fed Announces QT Taper, Signals No Rate Hike In 2019
The Committee intends to conclude the reduction of its aggregate securities holdings in the SOMA at the end of September 2019.
Think The Fed Will Cut Rates In 2020? Here’s What Happened Ahead Of Historical ‘First Cuts’
What happens in the lead-up to “first cuts”?
FedEx And BMW Would Like To Remind You That We Ain’t Out Of The Woods Yet
Just in case you’re inclined to think the storm clouds have lifted…
When Good News Is Just Good News
A closer look at the situation reveals something that is, on the surface anyway, somewhat surprising.
From Doomsday To The Largest Cross-Asset Vol. Collapse Since ‘Whatever It Takes’
… in the space of three months.
‘Mystical Assertions’ And ‘Many Pretty Pictures’: Is The QT Fascination Misguided?
“Investors’ views on balance sheet policy are all over the place.”
‘Perhaps That’s The Joke Here’: Nomura’s McElligott Wonders If The Fed Meeting Really Poses An ‘Event Risk’
“…with a Fed which has completely gone limp.”
Boeing 737 Debacle Could Delay US-China Trade Deal
If China was looking for an excuse…
Back To The New Status Quo.
… back in limbo, chasing the elusive target that we really don’t want to catch.
‘Room For Disappointment Is Huge’, One Bank Flatly Warns
“We warn that CBs tend to be reactive and not proactive.”
Nomura’s McElligott: ‘The Window For A Pullback Has Opened’
But there’s a caveat…
SocGen’s Lapthorne Will Beat This Dead Buyback Horse As Many Times As He Needs To, Got It?
Obviously, they are – connected that is.
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