Suffice to say the dovish pivot from global central banks appears to have wings
Category: Markets
The ‘Cautiously Optimistic’ Take On Russia Sanctions
If you were nervous, you probably sold before last week.
Is America’s Debt Path Sustainable?
And for what?
Seeing Red And The Indefinite Suppression Of Rates Volatility
“…it is difficult to build a case for owning rates volatility over any horizon.”
State Of Emergency: Full Week Ahead Preview
Trade, car tariffs and Fed minutes.
‘The Negative Tail Has Become Fatter’: Extreme Outcomes, Policy And Populism
That goes for markets and society more generally.
Unlike Morgan Stanley, Goldman Isn’t Too Worried About An Earnings Recession
Hockey stick inflections, and such.
‘A Negative Outcome On Any Of These Fronts Likely Spells The End Of Hikes’: Another Bank Slashes Fed Outlook
The risks are myriad – the dangers clear and present.
A 4.64 Trillion Yuan Tidal Wave Of Credit Growth – Let’s Discuss
Is the transmission channel “unclogged”?
‘Trade Tensions Have Not Disappeared’, Goldman Warns
Curb your enthusiasm?
US, China Will Hold Do-Over Trade Talks In Washington As Einsteinian Insanity Takes Hold
“I hope you keep up the good work.”
Why One Bank Is ‘Putting The Fed On Hold’
“…we are eliminating the two hikes we had penciled in this year.”
Marko Kolanovic: ‘Calls For A 1929-Style Recession Are Now Getting Quieter’
Of V-shaped bounces and low positioning.
Larry Kudlow Opens His ‘Money Mouth’, Out Come ‘Glitches’
And lies. We also think lies.
If The Fed Was Looking For An Excuse To Stay ‘Patient’, This Disastrous Retail Sales Print Will Work!
Bad news is probably just bad news in this case.
Congrats, Germany: You Avoided A Recession
And that’s pretty much where the good news stops.
China Reports Ostensibly Decent Trade Data For January – Now Commence The Derision
This should serve its purpose while the trade talks continue.
Larry Kudlow Would Never Lie To You, So That Horrific Deficit Number Must Be Wrong
“…the deficit is coming down and it’s coming down rapidly.”
The Evolution Of Cross-Asset Vol. Spikes And July 6, 2021, As Recession D-Day
It starts with stocks…
Dear Sweden: ‘Slightly Hawkish’ Doesn’t Work Right Now
Remember, “hawkish” is a highly relative term – especially in light of recent events.
Hope Springs Eternal As Shutdown Risk Fades, Xi To Meet Lighthizer, Mnuchin
“Please Mr. President”…
Nomura’s McElligott Talks Tuesday Stock ‘Grab-In’, Volatility, QT And More
Around the cross asset universe in 1,000 words.
Morgan’s Mike Wilson Explains The ‘Simple’ Reason The Fed Can’t Save Stocks
“…we suspect that neither is a bullish signal for equities.”
The World Has A New ‘Most Crowded Trade’ – And The Same ‘Biggest Tail Risk’
For the first time in survey history…
‘Big Fat Buyers’ Strike’: Global Equity Allocations Dive In Latest Edition Of Popular Survey
This, despite the best start to a year for stocks since 1987.
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