Commence the tomato throwing!
Category: Markets
Fed Announces QT Taper, Signals No Rate Hike In 2019
The Committee intends to conclude the reduction of its aggregate securities holdings in the SOMA at the end of September 2019.
Think The Fed Will Cut Rates In 2020? Here’s What Happened Ahead Of Historical ‘First Cuts’
What happens in the lead-up to “first cuts”?
FedEx And BMW Would Like To Remind You That We Ain’t Out Of The Woods Yet
Just in case you’re inclined to think the storm clouds have lifted…
When Good News Is Just Good News
A closer look at the situation reveals something that is, on the surface anyway, somewhat surprising.
From Doomsday To The Largest Cross-Asset Vol. Collapse Since ‘Whatever It Takes’
… in the space of three months.
‘Mystical Assertions’ And ‘Many Pretty Pictures’: Is The QT Fascination Misguided?
“Investors’ views on balance sheet policy are all over the place.”
‘Perhaps That’s The Joke Here’: Nomura’s McElligott Wonders If The Fed Meeting Really Poses An ‘Event Risk’
“…with a Fed which has completely gone limp.”
Boeing 737 Debacle Could Delay US-China Trade Deal
If China was looking for an excuse…
Back To The New Status Quo.
… back in limbo, chasing the elusive target that we really don’t want to catch.
‘Room For Disappointment Is Huge’, One Bank Flatly Warns
“We warn that CBs tend to be reactive and not proactive.”
Nomura’s McElligott: ‘The Window For A Pullback Has Opened’
But there’s a caveat…
SocGen’s Lapthorne Will Beat This Dead Buyback Horse As Many Times As He Needs To, Got It?
Obviously, they are – connected that is.
Center Stage: Full Week Ahead Preview
No pressure.
Everything You Need To Know About The March Fed Meeting
The main event…
BofAML’s Hartnett Talks Shop, Tells You Who’s Buying And When To Sell
“The pain trade is still up.”
Some Context For The Explosion In Corporate Debt
Good news, bad news.
‘They’re Coming For It’: QE Trade Spotted In The Wild As Lemmings Peer Over Cliff
‘De facto easing’ versus the ‘March surprise’.
Bull In A China Shop
Risk asset buoyancy amid a cloudy outlook.
Trade, The Fed, Navarro And Trump ‘The Human Third Rail’: Gary Cohn’s Full Interview With Freakonomics
“Believe me, I tried. Don’t think I didn’t try.”
A Goldilocks Cameo, A 1.7 Trillion Yuan Liquidity Shortage & The Latest From Nomura’s McElligott
“Just right” on the data stateside, while a “re-bubbling” in China holds RRR cuts “hostage”.
Goldman Wants To Talk To You About Buybacks Because You’ve Got This All Wrong, Ok?
“Popular misperceptions” and such.
Trump Grounds 737 Max Until Boeing Can Prove Someone Other Than ‘Albert Einstein’ Can Fly One
The silver lining for Boeing is…
How Long Before Trump Demands The World Stop Blackballing Boeing?
Don’t expect Trump to sit idly by for much longer.
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