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Category: Markets
Center Stage: Full Week Ahead Preview
No pressure.
Everything You Need To Know About The March Fed Meeting
The main event…
BofAML’s Hartnett Talks Shop, Tells You Who’s Buying And When To Sell
“The pain trade is still up.”
Some Context For The Explosion In Corporate Debt
Good news, bad news.
‘They’re Coming For It’: QE Trade Spotted In The Wild As Lemmings Peer Over Cliff
‘De facto easing’ versus the ‘March surprise’.
Bull In A China Shop
Risk asset buoyancy amid a cloudy outlook.
Trade, The Fed, Navarro And Trump ‘The Human Third Rail’: Gary Cohn’s Full Interview With Freakonomics
“Believe me, I tried. Don’t think I didn’t try.”
A Goldilocks Cameo, A 1.7 Trillion Yuan Liquidity Shortage & The Latest From Nomura’s McElligott
“Just right” on the data stateside, while a “re-bubbling” in China holds RRR cuts “hostage”.
Goldman Wants To Talk To You About Buybacks Because You’ve Got This All Wrong, Ok?
“Popular misperceptions” and such.
Trump Grounds 737 Max Until Boeing Can Prove Someone Other Than ‘Albert Einstein’ Can Fly One
The silver lining for Boeing is…
How Long Before Trump Demands The World Stop Blackballing Boeing?
Don’t expect Trump to sit idly by for much longer.
‘If This Ain’t Good Enough, How Much Will The Mood Sour’ When The Downturn Comes?
Revisiting the politics of rage.
Jeff Gundlach Proves MMT Is A ‘Crackpot’ Socialist Scam With A Riddle About Three Guys Who Get Ripped Off By A Bellhop
Jeff is not a fan of modern monetary theory.
The Long And The Short Of It.
…but mostly the “long”.
‘Global Trade Desperately Needs A Liquidity Injection’, One Bank Warns
“…as long as the USD remains relatively strong on Global $-Liquidity factors risk assets will likely suffer from bouts of volatility.”
You’ve Got ‘Lots Of Questions’ And Nomura’s Charlie McElligott Has (At Least) As Many Answers
“Lots of questions about the behavior in equities.”
Credit Suisse: The Death Of The Phillips Curve Has Been Greatly Exaggerated
“The market appears to have overlearned the lesson of the past few years.”
For US Credit Investors, The ‘Sum Of All Concerns’ Just Hit A Five-Year Low – Just Don’t Tell Anyone In Europe
“…most concerns have declined notably.”
As Turkey Sees First Recession In A Decade, Let’s Get You Up To Speed On All The Latest
Meanwhile, from the Erdogan chronicles…
Bad News, Good News.
For lack of a better title.
Come What ‘May’: Full Week Ahead Preview
Data, ‘Brextension’ and the BoJ are this week’s headliners.
Deal With It: On Alexandria Ocasio-Cortez And ‘Irredeemable’ Capitalism
“Moderate is not a stance.”
As China Pushes Back On US Currency Pledge Claims, Credit Growth Crashes
Here’s the latest out of China amid constant hand-wringing over trade and stimulus.
‘The Window Has Closed’: One Bank Throws In The Towel On Things Getting Back To ‘Normal’
… it effectively sounded the death knell on normalization.
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