Good start.
Category: Markets
The Fed ‘Substantially Increased The Chances Of A Major Crash’ In The Next 24 Months, One Bank Exclaims
Was this “the Fed’s new ‘subprime is contained’
moment”?
‘I Never Suggested Firing Powell’: As Mnuchin Pulls Damage Control Duty, Some Thoughts And Charts
“I totally disagree with Fed policy.”
Depth Charge, Gamma Gravity And A Dark, Twisted Fantasy Come True
We are now living in a collage of surreal fantasies, each of which could serve as the plot for a thriller.
Trump Said To Consider Firing Jerome Powell – If You’re Surprised, Your Naiveté Knows No Bounds
Nobody could have seen this coming.
It All Falls Down: Stocks Crash Again As Trump Shutdown Begets Friday Rout
It’s over for Trump.
CNBC Gives Fed A Mulligan As John Williams Explains What Powell Actually Meant
A little less “plain English” and a little more of this.
Veteran Trader: ‘Credit Spreads Are All That Matter’
“Or have we reached that ‘obscene point’ where it makes sense to take out some blue tickets?”
China Tips More Stimulus, But Does Anyone Care?
Too little, too late?
Junk ETFs Stress Tested, Reflation Bled Dry And Other Thoughts As Things Go From Bad To Worse
A visual (and narrative) odyssey.
‘Suicide From The Ambush’: A Post-Mortem Of Thursday’s Midday Bloodbath On Wall Street
“His presidency represents a rebellion of the hysterical person against his symbolic persona.”
Matches, Kindling And Ships In Shallow Seas
“A lack of liquidity is akin to a ship trying to navigate seas without much water – accidents are likely in such an environment.”
Somebody Get Paul Krugman A Laptop: The ‘Sadomonetarists’ Are Making A Comeback In Sweden
Spoiler alert: it was a “dovish” hike.
Jerome Powell Is The Wilt Chamberlain Of Fed Decision-Day S&P Losses
Making history, one meeting at a time.
‘Plain English’ People, Do You Speak It?!
Pulp Fiction, anyone?
Fed Hikes, Defying Markets, Trump As Dot Plot Shifts, 2019 Growth Projected Lower
Jerome Powell did not “feel the market.”
Trader: I Don’t Know If The Fed Will Skip This Hike Or Not, But…
“It’s been a long time since the outcome of a Fed meeting hasn’t been a foregone conclusion.”
A Quick Take On FedEx And Micron In The Macro Context
It’s not great.
Good News: Brussels Has Decided Not To Sanction The Italians
“Intensive negotiations over the last few weeks have resulted in a solution.”
Threading The Needle Between A Rock And A Hard Place
Nobody wants to be Jerome Powell right now.
With Fund Managers Most Bearish On Global Economy Since Lehman – Some Quick Thoughts
None of these observations are exactly Fields Medal-worthy, but…
Mnuchin Joins Effort To Deflect Blame For Market Selloff – Says HFTs, Volcker, Block Trades Are The Problem
Anything but the trade war and Trump’s generalized insanity.
FAANG Dethroned As ‘Most Crowded Trade’, While ‘Trade War’ Remains Top Tail Risk: BofAML
What $694 billion in AUM has to say…
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