When it all goes right.
Category: Markets
Is It Really ‘2016 All Over Again’?
“If only…”
Off And Running.
“Equities are ‘foaming at the mouth’ to start the week”…
Borderline: Full Week Ahead Preview
Bonds, borders and balderdash.
China Kicks Off Key Week For Global Economy With Good News
“Stabilizing at a low level”.
‘Binary Risks’ And Melt-Up Catalysts.
Think: China. It’s always China.
‘It Depends On How The Jaws Close’: What Goldman’s Clients Are Talking About This Week
Rates, the economy and the prospect of an “earnings recession.”
The Gamma See-Saw: Deutsche’s Kocic Explains This Week’s Biggest Market Story
“…a distinct déjà vu vibe.”
Nomura’s McElligott Waves ‘Goodbye To March Pullback Window’, Says ‘Hello To ‘April Party Time’
With a caveat (or three).
Larry Kudlow Joins Fellow Stooge Moore In Calling For ‘Immediate’ Rate Cuts To Rescue ‘Quite Healthy’ Economy
We’d say “you heard it from Larry first”, but that wouldn’t be true.
Win, Lose Or ‘Pause’: Waterboarding History
“If history hasn’t ‘talked’ by now”…
When Bond Markets ‘Go Mad’
“The difference, of course, being that the all-knowing property of stocks has now moved to bonds.”
Nomura’s McElligott Talks ‘Now Or Never’ Moments, Surging Rates Vol. And April Analogs
“Thus, the pullback window has to happen now.”
If You Have Questions About That $75,328.80 Stephen Moore Owes The IRS, Ask His Wife
Moore really wants to settle this, but he’s caught in a Kafkaesque bureaucracy.
‘The Next Phase Of The Ice Age May Have Arrived’: Albert Edwards Revels In ‘Explosive’ Bond Rally
“Bond rally and curve inversion confirms Ice Age thesis is alive and well.”
‘Feel The Market’.
Bullet dodge?
‘The Salamander’s Tail (Risk) Has Regenerated!’, One Bank Literally Shouts
“…we are old, indebted and unequal”.
In Turkey: Meltdown.
If you’re surprised, don’t be.
‘Crazy, Raging’ Rates Moves Set To Spook Risk Assets Again
“Foaming at the mouth”.
Stephen Moore Calls For Immediate 50bp Rate Cut, Was ‘Really Furious’ At Jerome Powell In December
“I was furious — and Trump was furious too.”
Wondering What Marko Kolanovic Thinks About Friday’s Curve Inversion? You’re In Luck…
If history is any guide, stocks will do well for “up to 30 months”.
What Does An Inverted Yield Curve Mean For Trump In 2020? History Says This…
“Currently, the curve’s message is rather simple”.
Nomura’s McElligott Says Market Is Waking Up To Likelihood Of ‘Guns Blazin” Fed Easing
“I continue to believe the largest catalyst for last week’s front-end inversion spasm was the market’s realization that”…
‘I’ve Always Struggled With The Inversion Fascination’
Not everyone is convinced Friday started the countdown to the apocalypse.
‘Expect The Unexpected’: One Bank Ponders Peak Plutonomy, Peak Polarization, MMT And 70% Taxes
“Bulgakov’s cat, Behemoth, played chess and took trams.”
Don’t Use The ‘Ghost Of 2015’ As An Excuse To Enter Notorious Bund Widowmaker, Goldman Warns
“…the only all-weather EUR safe asset”.
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