…there’s still “not much else to like”, though.
Category: Markets
Lawmakers Reach Deal To Avert Shutdown, Includes $1.375 Billion For Border Barriers
“We think so, we hope so.”
BTFD Nostalgia: YTD Volatility Drop Among Largest Since 1928
A sight for sore eyes.
Morgan Stanley’s Mike Wilson: ‘The Earnings Recession Is Here’
“…volatility will likely rise meaningfully.”
One Bank ‘Understands Why Investors Are Turning More Cautious’ After Blockbuster January
If you’re not feeling particularly inspired about risk assets to start the week, you’ll be forgiven.
‘Chocolate Cake Diplomacy’ To The Rescue?
“Progress” is in the eye of the beholder.
Bondholders Aren’t Getting Paid Again In China
Make Chinese borrowers default again.
Impasse, 3 Ways: Full Week Ahead Preview
Stalemates, everywhere.
Debt Ceiling D-Day
Fair warning.
Paul Revere And The Recession Narrative
“The recession is coming, the recession is coming!â€
Earnings Recession Ahoy?
Paging Mike Wilson: it looks like that earnings recession call might prove prescient.
Bears Resurface As Recession Fears Linger, Dollar Puzzle Emerges
The mood has soured.
Chasing The Dragon: A ‘Blink For The Ages’
An “epic” reversal and the limits of “string pushing.”
The Sum Of All Fears: What Happens If All The Tail Risks Are Realized?
“… a realized turn for the worse.”
Albert Edwards Returns From Jamaica, Talks MMT And The Likelihood Of Negative Rates In The US
“Investors should contemplate a brave new world”…
Blue Magic: Addicted Markets Get Fix As Central Banks ‘Resume Race To Zero Posture’
“That’s a brand name”.
The Slowdown Cometh: Global Growth Outlook Suffers Another Body Blow In Deep EC Cuts
This was not digested particularly well.
We’re Gonna Need ‘More Manna From Heaven’: Questions Swirl Around Nascent EM Bounce
“Already in the bag”?
Curb Your Enthusiasm: It’s ‘Flat And Skinny’ From Here
It may well be too late for anyone who didn’t participate in January.
From Germany To Down Under, Global Slowdown Narrative Finds Validation
There was some fresh fodder for the “global slowdown” narrative on Wednesday.
Nomura’s McElligott Is Back, Has ‘Bigly Updates’ (Quote)
“…a number of important developing trends.”
As Greed Returns, Remember: ‘Strong Rallies Should Lead To Less, Not More Optimism’
“…sometimes you are compensated for this skewed perception and other times you are not.”
‘After A Year-Long Interruption, The Reflation Trade Is Returning’: JPMorgan
And that should be good for stocks, the bank reckons.
Howard Marks: ‘I Don’t Believe We’re In A Bubble, I Don’t Think We’re Going To Have A Crash’
“To me, it just confirms that markets are psychologically volatile.”
Trump Had Dinner With Jerome Powell, Clarida At The White House On Monday (They Had Steak)
Powell and Clarida must have been really disappointed they weren’t greeted with Filet-O-Fishes and pizza
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