“I honestly don’t understand what it is we’re arguing about”.
Category: Markets
Meanwhile, In Turkey…
“There is stealing from the boxes.”
What Breaks First? Full Week Ahead Preview
At this juncture, it’s probably just a matter of what “breaks” first in the “everything rally”.
Larry Kudlow: Appointing Sycophants To Fed Definitely Not A Political Maneuver
“He has every right”…
Of Dollar ‘Smiles’, Correlation Breakdowns And Other FX Notables
The dollar has flummoxed more than a few folks in 2019.
Why One Bank Thinks Investors Should ‘Fight The FOMO’
Bind yourself to the mast and resist the sirens.
Imagine A World Without Buybacks…
“Is this really what everybody wants?”
Trade-Offs.
“No one should be surprised.”
Here’s What Barclays’ Latest Global Macro Survey Reveals About The Mood Of 500 Pros
“[There are] two key signals from this quarter’s survey”…
Trump Closes The Loop, Calls On Fed To Cut Rates, Restart QE
“… you would see a rocket ship.”
Goldman: ‘In Other Words, The Easy Money Has Been Made’
“…we believe risk appetite is unlikely to turn positive”.
Trump Touts ‘Granddaddy Of Them All’ Deal With China, Is 100% Sure ‘Something Could Be Announced Maybe’
“I would think within the next four weeks, or maybe less, maybe more, whatever…”
‘NIRP Mania’ And A Record Streak Of Negative Data Surprises
More bond markets “gone mad”.
‘Jamie Dimon’ And ‘Liquidity’ In The Same Headline? Yes Please!
A clickbait godsend for the financial media.
Meanwhile, In Italy…
Ciao bella.
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?
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