An “epic” reversal and the limits of “string pushing.”
Category: Markets
The Sum Of All Fears: What Happens If All The Tail Risks Are Realized?
“… a realized turn for the worse.”
Albert Edwards Returns From Jamaica, Talks MMT And The Likelihood Of Negative Rates In The US
“Investors should contemplate a brave new world”…
Blue Magic: Addicted Markets Get Fix As Central Banks ‘Resume Race To Zero Posture’
“That’s a brand name”.
The Slowdown Cometh: Global Growth Outlook Suffers Another Body Blow In Deep EC Cuts
This was not digested particularly well.
We’re Gonna Need ‘More Manna From Heaven’: Questions Swirl Around Nascent EM Bounce
“Already in the bag”?
Curb Your Enthusiasm: It’s ‘Flat And Skinny’ From Here
It may well be too late for anyone who didn’t participate in January.
From Germany To Down Under, Global Slowdown Narrative Finds Validation
There was some fresh fodder for the “global slowdown” narrative on Wednesday.
Nomura’s McElligott Is Back, Has ‘Bigly Updates’ (Quote)
“…a number of important developing trends.”
As Greed Returns, Remember: ‘Strong Rallies Should Lead To Less, Not More Optimism’
“…sometimes you are compensated for this skewed perception and other times you are not.”
‘After A Year-Long Interruption, The Reflation Trade Is Returning’: JPMorgan
And that should be good for stocks, the bank reckons.
Howard Marks: ‘I Don’t Believe We’re In A Bubble, I Don’t Think We’re Going To Have A Crash’
“To me, it just confirms that markets are psychologically volatile.”
Trump Had Dinner With Jerome Powell, Clarida At The White House On Monday (They Had Steak)
Powell and Clarida must have been really disappointed they weren’t greeted with Filet-O-Fishes and pizza
What Stocks Usually Do When The Fed Is Done Hiking (And Why History Is Not A Good Guide)
Being Jerome Powell is a pretty thankless job.Â
Jeff Bezos’s Net Worth Has Grown By 23 Donald Trumps Since Trump’s Election
Who’s the real “Bozo” in this equation?
Bill Gross Is ‘Off’, Will Leave Us ‘For Another Destination’ Where The Seas Are ‘Smoother’
“I’m off – leaving this port for another destination with high hopes, sunny skies and smooth seas!”
The Anticipated CTA Flip To ‘Max Long’ US Stocks Is Here: Nomura’s McElligott
“The unfortunate disclaimer is this”…
Shades Of 2016
Parallels and analogs.
Have Questions On ‘QT’? Goldman’s Got Answers
The genie is out of the bottle.
‘Unavoidable Option’: Only Analyst To Nail PBoC In 2014 Says China Rate Cut ‘Imminent’
“…we think cutting the risk-free rate is becoming more necessary and imminent.”
Back To The Drawing Board
“What does all this mean?”
One Bank Reminds You That ‘The World Is Still Flat’
Trade still makes the world go round, sorry Mr. President.
Into The Shadows: How Many Rate Hikes Is QT Worth?
“…the market’s focus on the import of the balance sheet is likely puzzling for Fed officials.”
Is Direct Lending The Next Subprime? Goldman Says Probably Not
Another “some worry” story.
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