Bullet dodge?
Category: Markets
‘The Salamander’s Tail (Risk) Has Regenerated!’, One Bank Literally Shouts
“…we are old, indebted and unequal”.
In Turkey: Meltdown.
If you’re surprised, don’t be.
‘Crazy, Raging’ Rates Moves Set To Spook Risk Assets Again
“Foaming at the mouth”.
Stephen Moore Calls For Immediate 50bp Rate Cut, Was ‘Really Furious’ At Jerome Powell In December
“I was furious — and Trump was furious too.”
Wondering What Marko Kolanovic Thinks About Friday’s Curve Inversion? You’re In Luck…
If history is any guide, stocks will do well for “up to 30 months”.
What Does An Inverted Yield Curve Mean For Trump In 2020? History Says This…
“Currently, the curve’s message is rather simple”.
Nomura’s McElligott Says Market Is Waking Up To Likelihood Of ‘Guns Blazin” Fed Easing
“I continue to believe the largest catalyst for last week’s front-end inversion spasm was the market’s realization that”…
‘I’ve Always Struggled With The Inversion Fascination’
Not everyone is convinced Friday started the countdown to the apocalypse.
‘Expect The Unexpected’: One Bank Ponders Peak Plutonomy, Peak Polarization, MMT And 70% Taxes
“Bulgakov’s cat, Behemoth, played chess and took trams.”
Don’t Use The ‘Ghost Of 2015’ As An Excuse To Enter Notorious Bund Widowmaker, Goldman Warns
“…the only all-weather EUR safe asset”.
Nomura’s McElligott On ‘QE-Lite’, Friday’s Rout And, Of Course, CTA ‘Trigger’ Levels
“Back in the bond-buying business”.
Global Growth Fears > Mueller.
“No collusion”, but no growth either.
As Bonds Find ‘Best Friends’, Stocks Grapple With Inversion Freakout
…famine, pestilence and, naturally, locust plagues.Â
‘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”…
You must be logged in to post a comment.