“Have central banks blinked? We think so”…
Category: Markets
As China Makes More Promises On Trade, Data Suggests Slowdown Isn’t Over Yet
So much for the glass half-full take.
Herman Cain For Fed Board! Let’s Talk Pluses And Minuses (If You’re Trump)
If you’re Donald Trump, there’s a lot to like about Herman Cain.
Nomura’s McElligott: Fed Now ‘De Facto’ Easing, CTA Model To Flip ‘100% Max Long’ On Nasdaq
“Let’s be real though”…
Jeff Gundlach Calls Reuters, Tells ‘Embarrassing’ Jay Powell To ‘Go Back In His Foxhole’
“I am going back into a foxhole.”
‘Capitulation’: What Wall Street Thinks Of Jerome Powell And The Fed
“It is difficult to read the outcome of the January FOMC meeting as anything other than the Fed capitulating to recent market volatility.”
One Trader Delivers Everything You Wanted To Know About MMT (But Were Afraid To Ask)
“Today’s topic is sure to incite some pretty strong reactions.”
Seeking Redemption, Jerome Powell Blindsides Skeptics
Is this what you wanted?
The Last Time BBBs Did This, Stocks Were At Record Highs
The latest from the “BBB apocalypse” saga.
Nomura’s McElligott Talks Dovish Star-Wishing On Fed Day
“… very provocative, 11th hour talk through ‘consultant/ macro advisory’ circles” on the balance sheet”
One Bank Reminds You ‘What Makes This Fed Tightening Cycle Special’
“Our forecast appears to be validated.”
Presenting, One Bank’s ‘Refi Losers’
Domino effects.
‘Nobody Move, Nobody Gets Hurt’: Nomura’s McElligott Weighs In On Market ‘Standoff’ Ahead Of Key Events
For now, folks seem content to “rent” the risk rally.
As S&P Guns For Best January Since 1990, Risks Abound
Mind the land mines.
Maduro Faces Endgame In Venezuela
It’s almost over.
Buybacks Of The ‘Highest Quality’ And More To Come (Says One Bank)
If you’re looking for a relatively positive narrative…
Everything But The Kitchen Sink: Full Week Ahead Preview
To say the week ahead features a full docket would be to grossly understate the case.
Goldman Slashes Q1 US GDP Forecast (Again) Thanks To Shutdown
Well, the US is all set to get back to business this week…
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