Ciao bella.
Category: Markets
Things Aren’t Going Well In Germany…
Is it “always darkest before the dawn”?
Is This Still A Bear Market?
What does it all mean?!
The Bad News Is, ‘The Next Recession Could See The Third-Worst Spread Peak In History’
The good news is, it won’t be because of defaults.
LOLz, Momentum Factor Destruction, Cyclical Melt-Up Catalysts And Another Fata Morgana
…and a crypto zinger, for good measure.
‘Chair Powell, You Have A Call – It’s Donald Trump’…
All you can do is laugh.
Adios Muchachos?
“…the speed of the recovery and the resulting moderation in volatility have been impressive.”
Nomura’s McElligott: ‘Carry Mania’ Is Back As Central Bank Vol. Suppression Returns ‘With A Vengeance’
“It all comes down to the renewed ‘Carry is King’ worldview in light of central banks being scared of their own shadows.”
Listless Drifting Amid RBA Tasseography, Crypto Surge, Brexit Burnout
Finally, you know it’s a languid day when cryptos are back in the news
April Fools And The Teleportation Of Volatility
Is the kind of euphoria we saw on Monday justified?
On Simultaneous Surges.
When it all goes right.
Is It Really ‘2016 All Over Again’?
“If only…”
Off And Running.
“Equities are ‘foaming at the mouth’ to start the week”…
Borderline: Full Week Ahead Preview
Bonds, borders and balderdash.
China Kicks Off Key Week For Global Economy With Good News
“Stabilizing at a low level”.
‘Binary Risks’ And Melt-Up Catalysts.
Think: China. It’s always China.
‘It Depends On How The Jaws Close’: What Goldman’s Clients Are Talking About This Week
Rates, the economy and the prospect of an “earnings recession.”
The Gamma See-Saw: Deutsche’s Kocic Explains This Week’s Biggest Market Story
“…a distinct déjà vu vibe.”
Nomura’s McElligott Waves ‘Goodbye To March Pullback Window’, Says ‘Hello To ‘April Party Time’
With a caveat (or three).
Larry Kudlow Joins Fellow Stooge Moore In Calling For ‘Immediate’ Rate Cuts To Rescue ‘Quite Healthy’ Economy
We’d say “you heard it from Larry first”, but that wouldn’t be true.
Win, Lose Or ‘Pause’: Waterboarding History
“If history hasn’t ‘talked’ by now”…
When Bond Markets ‘Go Mad’
“The difference, of course, being that the all-knowing property of stocks has now moved to bonds.”
Nomura’s McElligott Talks ‘Now Or Never’ Moments, Surging Rates Vol. And April Analogs
“Thus, the pullback window has to happen now.”
If You Have Questions About That $75,328.80 Stephen Moore Owes The IRS, Ask His Wife
Moore really wants to settle this, but he’s caught in a Kafkaesque bureaucracy.
‘The Next Phase Of The Ice Age May Have Arrived’: Albert Edwards Revels In ‘Explosive’ Bond Rally
“Bond rally and curve inversion confirms Ice Age thesis is alive and well.”
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