“The move is unusually swift.”
Category: Markets
Deutsche Bank Understandably Excited To Give You News That Isn’t Totally Bad, But Count Everyone Skeptical
Any good news is welcome even if there are a lot of caveats and fine print.
‘It’s Like A Death Wish’: Jeff Gundlach Takes Aim At Toxic Policy Mix, Demands You ‘Respect’ The Curve
“The yield curve needs to be respected.”
To Hell(sinki) And Back: Full Week Ahead Preview
This is the usual cocktail of geopolitical risk and Fed watching, with a dash of Brexit for bad measure.
All Quiet On The Western Front?
Not exactly.
Maybe Irony Isn’t Dead: If The U.S. ‘Imports’ A Recession, Can We Slap Tariffs On It?
Mind the implications of globalization and interconnected markets.
Here’s What 58 Fund Managers With A Quarter Trillion In AUM Expect For Trade And The Fed
Crystal ball gazing with $258 billion.
‘It’s Now More Likely Than Not’: Goldman Raises Odds Of Further Escalations In Trade War
Past the point of no return.
‘Credibility Has Been Damaged’: Turkey Downgraded By Fitch As Erdogan Prepares To Commandeer Central Bank
Prepare to be harangued with tales of international conspiracies from newly-minted Sultan Recep Tayyip Erdoğan.
JPMorgan’s Record Results Suggest Jamie Dimon Likely To Remain ‘Richer Than You’ For The Foreseeable Future
Jamie Dimon has a “strong, diversified franchise.”
Why The Fed Will Be Forced To Halt QT Early And Expand The Balance Sheet In 2020, According To Morgan Stanley
“An inverted yield curve by mid-2019.”
Inflation Hits New Six-Year High, Despite Marginally Missing Estimates
In search of “Goldilocks”.
The ‘Non-Stop Event Risk Cabaret’: This Is The Tie That Binds 2018’s Market Shocks
“Buy the dip” is now “sell the rip”, don’t ya know?
Can You Say ‘Demand Destruction’? Trade Tension Triggers Commodities Bloodbath
We’re going to need more reassurances from Goldman on the commodities bull thesis.
Loving You Is Risky: One Bank’s ‘Risk-Love’ Indicator ‘Collapses’ Into ‘Panic’ Territory
“The set up was poor, in hindsight.”
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