Of V-shaped bounces and low positioning.
Category: Markets
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.
Is Tuesday The Day The Dollar Snaps Its Best Rally Since 2016?
…there’s still “not much else to like”, though.
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.”
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