“…the question is an interesting one.”
Category: Markets
Cov-Lite Reality Check: An Update On The Leveraged Loan ‘Bubble’
Any takers on a leveraged loan story?
As Trump Meets Liu He, Let’s Talk About That ‘Stable Yuan Pledge’ Again
If you’re looking to point fingers at anyone for currency “manipulation”…
Hedge Funds Made (Kinda, Sorta) Great Again Amid 2019 Market Rally
As bad as 2018 was for nearly all investors, last year was especially trying for equity hedge funds.
Oh, Good: ‘Global Recession’ Tops Worry List In Closely-Watched Credit Survey
Don’t worry, China will save us.
Different Day, Same Set Of Hopelessly Entangled Narratives
Who can untangle this massive strand of Christmas lights?
Albert Edwards Is Worried America Is ‘Gripped By An Epidemic Of Stoned Pedestrians Stepping Into Traffic’
“…most surprising was the pungent smell of skunk that pervaded the streets almost everywhere.”
Deluge Of Unwelcome Data Virtually Screams ‘Synchronous Global Slowdown’
Oh well, there’s always services…
What Wall Street Thinks Of The January Fed Minutes
And so, an announcement in March is the base case.
Fed Minutes Detail Case For Patience, Desire To End QT, December Selloff Discussion, Inflation Outlook
“Almost all participants thought that it would be desirable to announce before too long a plan to stop reducing the Federal Reserve’s asset holdings later this year.”
One Bank Channels Mike Tyson, Says ‘Everyone’s Got A Strategy, Until They Get Punched In The Face By QT’
“…we should pay attention to this stuff.”
From Japan, A Bleak Warning
More problems.
As US Demands Yuan Stability In Trade Talks, Let’s Go Insane Again
Back to the insanity loop.
You Can Forget About Another Hike From Sweden
That slightly hawkish bent from last week is likely to disappear now.
What To Expect In FX Land If China Starts Loading Up On US Goods
This is somewhat self-evident, but worth mentioning nonetheless.
From Frankfurt To Tokyo To Sydney, Doves On Parade
Suffice to say the dovish pivot from global central banks appears to have wings
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.”
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