What kind of dollar weakness are you, anyway?
Category: Markets
Going ‘Ex Liquidity’ And A Macabre Celebration At TINA’s Funeral
“…cash ’embarrassed’ so many asset classes in 2018.”
‘Retail Flush’, Two Ways
This is the vaunted “wealth effect” – only in reverse.
It’s All Fun And Games Until Someone Asks About The Balance Sheet
Powell gave the market an inch, and now it wants a mile.Â
Shiny Doorstops Great Again! Goldman Lifts Gold Price Target
“Worth its weight in”…
Albert Edwards Says It’s Too Late For Fed To Save Stocks, While One Strategist Delivers Curve Causality Counterpoint
“If we are indeed nearing the point where the Fed stops tightening (both QT and Fed Funds), should this offer investors confidence”?
What Caused The Q4 Stock Market Crash? Let’s Ask The News Team!
Quantifying the contribution of various factors to the selloff via a news-based event-study approach.
Why One Trader Became A Fed-Watcher
“Predicting Powell’s moves in the upcoming quarters will mean more than trying to come up with a fair value for financial assets.”
Nomura’s McElligott Outlines The Gap Higher ‘Force-In’ As Risk ‘Foams At The Mouth’
Don’t fade the risk rally just yet.
December Minutes Betray A ‘Patient’ Fed That May Hold Off On More Hikes
Patience is a virtue.
US Releases Official Nothingburger Statement On China Trade Talks
If Trump wants to rescue markets, he’s going to have to do better than this.
‘V’ Is For ‘V-Shaped’
Waiting on “a message”.
Analyst Who Called Tech Selloff Says ‘Rolling Bear Market Is Complete’, But No All-Clear Just Yet
Remember: none of the above is in any way, shape or form “influenced” by Mike’s self-professed “Chicago Bears fanaticism”.
Goldman Slashes Global Bond Yield Forecasts On Stormy Growth Outlook – Now Cue The Cynics
“We believe 10y yields may have peaked for this cycle.”
What Does The Worst Slump In German Industry Since 2009 Have To Do With Samsung?
Connect the dots, la, la, la.
Another Big Bank Cuts 2019 S&P Forecast, But It’s The December Postmortem That’s Really Interesting…
Looking back and looking forward.
Who’s Still Hungry (For Risk)?
All in all, not a bad day.
What Are Stocks And Other Assets Saying About The Odds Of A US Recession?
Remember: anything is better than Larry Kudlow’s “models”.
‘Bending The Knee To Vigilante Markets’
“Once again”…
Salivating Masses Excited That ‘Infallible’ Bull & Bear Indicator Now Flashing ‘Buy’ Signal
Calm down, it’s not the “Big Low”.
China’s Latest Attempt To Rescue Sentiment Falls Flat
We’re gonna need more than that.
‘Growth Decelerated Notably’: Goldman Slashes Metals Forecasts As China Jitters Proliferate
It’s all about China data.
Fed Doves, Trade Hawks And Steel Walls: Full Week Ahead Preview
The new week is coming.
As Trump’s Economic ‘Miracle’ Dies, Short Dollar Is En Vogue
… I suppose the whole thing rests on who you want to fade.
Behavioral Finance, ‘Certainty’ As An Investment Style And Other Key Themes For 2019
“Buzzwords” and buzzkills.
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