What could go wrong?
Category: Markets
Fed Balance Sheet Runoff: A ‘Roadmap’ To The End Of The Road
Here’s how this will work – maybe.
‘Political Things?’ S&P Rises 100% Of The Time In Presidential ‘Third Years’
“I know that’s not supposed to be the way it is”…
After ‘Goldilocks’ Rally, One Bank Ponders What’s Next
“Cross-asset performance YTD has had a distinct ‘Goldilocks’ flavor, with equities and bonds rallying together.”
Data Doldrums And The Futility Of Financial ‘Journalism’
On rare occasions, I’ll extricate myself from my desk chair…
‘Boom!’ Nomura’s McElligott Talks Possible Breakdown In ‘Bond Love Affair’ Ahead Of ‘Ides of March’ Risk For Stocks
“… it sets up a dangerous dynamic where ‘late-comers’ are forced-in.””
Meanwhile, Over At The A Share Casino…
The bull market marches on following MSCI decision.
Trump Officials Prepping ‘Final Trade Deal’ Amid WTO Win, Huawei Drama, Xi Summit Plans
Are we there yet? Maybe!
Suddenly, China Has The Best Performing Stock Market On The Planet – What’s Next?
Spoiler alert: who knows!
It’s ‘Eerie’: One Bank Asks Whether Europe Is Now Japan
Is the die cast?
Sideshow Bob (Lighthizer).
“…and again I say ‘if’.”
Like Hannibal Smith, Nomura’s Charlie McElligott ‘Loves It When A Plan Comes Together’
Fresh off Tuesday’s sweeping assessment…
Bottoms Up? Goldman Sees ‘Green Shoots’
Good news!
Let’s Check In On Jeff Gundlach’s ‘Most Recessionary Indicator’!
Less “recessionary” now?
An Excited Charlie McElligott Details ‘The Makings Of A March Surprise’
“The punchline then is this”…
‘Recessions Used To Be Exciting’: Deutsche’s Kocic Asks If It’s Finally Time To Own Volatility
“Recessions used to be exciting”…
If ‘It Sounds, Looks And Smells Like Debt Monetization’, It’s A Duck.
“… and most likely permanently.”
On The Edge Of Recession? A Handy Pocket Guide
A quick lay of the land, so to speak.
Janet Yellen: ‘I Doubt Trump Even Knows’ What The Fed Does
“No, I do not.”
Treasonous Business Economists See US Recession On The Horizon
Who wants to see a recession during an election year?!
Nomura’s McElligott On ‘The Reflation Window’, ‘Breathtaking’ Policy Pivots, Credit Creation ‘Binges’ And More
It’s a ‘tactical trading ‘green-light’.
In China: Euphoria
Overt silliness.
Trump ‘Pleased’ To Announce His ‘Greatest’ Trade Charade Will Go On For At Least Another Three Weeks
Donald Trump is happy to inform you that he has decided not to deliver an open-handed slap to the face of Xi Jinping
The Week The Earth Stood Still: Full Week Ahead Preview
If last week was painfully tedious at best and outright boring at worst, this week promises to break the monotony.
‘False Alarm’ Or Will An Earnings Recession Cause A ‘Real’ Recession?
Time to panic? Spoiler alert: probably not.
China, Credit Growth And Diminishing Returns
There are a couple of problems here. And then there are problems within those problems.
Phil Connors.
“This is pitiful.”
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