“In the short term, it’s not necessary.”
Category: Markets
‘My Friend Herman Cain’, WSJ ‘Scoops’ And Some Unnecessarily Biting Fed Satire
The fast track to farce…
‘Full Stop’: Trump Squeezes Iran, Risking Oil Spike
“Strategery”.
China Taps Brakes On Insane 2019 Stock Surge
Herding cats, and such.
Uncomfortably Calm: Full Week Ahead Preview
By now, you know the narrative – or at least you should.
Is The Fed Smarter Than ‘The Wisdom Of Crowds’? Goldman Answers
How many M&Ms are in this jar?
The Only Thing To Fear Is (Tariff) Fear Itself
“This was a momentum shock, not a structural slowdown.”
BofA: ‘Yield-Curve Inversion Is No Longer A Reliable Signal For Recession’
This time really is different, apparently.
‘It’s Akin To The Exit Door Getting Smaller As More People Try To Run Out’: A Simple Explainer On Volatility-Liquidity Reflexivity
“…if this is indeed the case, the reflexivity in markets ratchets up by multiple orders.”
One Trader Thinks It’s Time To Buy Equity Vol. – But Not For The Reason You Think
“…on a risk-adjusted basis, they are giving these call options away.”
‘We’re All Sick And Tired’ Of The Coalition: Italy’s Date With Strongman Rule Draws Closer
“Today as well the League threatens to make the government fall”.
‘Oh Financial Times! What Do You Know’: Erdogan Furious As World Discovers Central Bank Lying About Reserves
“[We are] under attack by Western media outlets”.
One Day, Things Will Turn Around For Germany – That Day Isn’t Today
There may be a light at the end of this tunnel, but it’s still a long way off.
Nobody Cares About Trump’s Trade Deal Anymore
Sell the news, baby. Sell the news.
‘Global Recession’ Now Highest Conviction Worry Since ‘Populism’ Ca. 2017
…among European credit investors, that is.
Stimulate Me! China Ain’t Done Yet
Xi has your back, or so it seems.
Morgan Stanley Delivers Solid Quarter Amid Otherwise Mixed Bank Earnings
Gorman delivers top and bottom line beats after lackluster Q4.
China Hits Home Run With Hotly-Anticipated Data Deluge
This will certainly come as a relief.
A New ‘Problem’ Emerges In US-China Trade Talks
And now, more absurdity.
Gray Rhino Or Black Swan? Characterizing Vol. Spikes In A ‘Smart Power’ Regime
Oh, and in case the “gray rhino”/”black swan” fans are wondering…
Bank Of America Delivers Decent Quarter, Wonders If It’s Good Enough For You
All in all, one doubts this is going to be “enough”…
Adam Schiff Issues ‘Friendly Subpoenas’ To Deutsche Bank, Others In Russia Probe
“As part of our oversight authority”…
It’s Quiet – But Is It Too Quiet?
Lifelessly adrift – again…
FOCMO And ‘The Art Of The Threat’
“Or to spell it out”…
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