Whatever you call it, don’t call it “clarity”.
Category: Markets
Wednesday’s Trade Rumor Ramp Is Brought To You By WSJ And ‘Made In China 2025’
Commence the daily trade rumor pump!
Jeff Gundlach, Bond King, ‘Unimpressed’ With Subjects
Unfortunately, Jeff Gundlach held another one of his webcasts on Tuesday and as usual, it was a state-the-obvious-a-thon.
Two Scoops Of Crazy: Insane Trump Border Wall Presser, WaPo China Bombshell Blindside Markets
“I would be proud to shut it down.” And so much more.
‘These Go To 11’: Nomura’s McElligott Doubles Down On ‘Powerful Blast Of Equities Upside’ Call
Fresh off of Monday’s “a violent short squeeze” could be in the cards call…
China Thinking About Slashing Tariffs On U.S.-Built Cars – Here’s The Irony…
Trump doesn’t understand how any of this works – just a reminder.
Here’s Some Color On Goldman’s March Fed Pause Call Because Some Folks Think This Is A Big Deal
Throwing in the towel – sort of.
Pondering Hedge Funds In The New Market Zeitgeist
Where to now?
If You Don’t Count Everything, Nothing Went Wrong For European Stocks On Monday
Draghi is going to need to pull out all his tricks on Thursday.
Theresa May Opens Mouth, Says No-Deal Brexit Prep Now ‘Stepping Up’
The brinksmanship here is getting dangerous.
RBI’s Credibility Goes Up In Smoke As Urjit Patel Decides ‘Now’ Is As Good A Time As Any To Resign
Undisclosed “personal” issues and such…
The Best-Laid Plans: Full Week Ahead Preview
“…often go awry.”
‘Witching Hour’ FX Brexit Prep Conjures Ghosts Of Flash Crashes Past
Fragility and such.
Trump Is ‘Glued’ To The Stock Market -And He’s Running Out Of Excuses
“…it’s amazing what happens when a businessman is allowed to run the economy.”
China Summons U.S. Ambassador In Huawei Standoff, Accuses Washington Of ‘Violating The Rights’ Of Chinese Citizens
The U.S. has violated the “legitimate rights and interests of Chinese citizens”.
China’s November Trade Data Proves Everyone Is Losing In Trump’s Trade War
The “front-loading” just wore off.
‘Through The Looking Glass’: Aleksandar Kocic And The Fed In Convexity Wonderland
“A new perspective on monetary policymaking in the post-crisis world.”
It’s A Sad, Mad, Sad, Mad World.
An unfortunate state of affairs.
Marko Kolanovic Delivers 2019 Outlook And It Is Quite Something…
A truly incisive critique from the Street’s most celebrated analyst.
From Vienna With Love: OPEC Delivers, But Cuts Unlikely To Please One ‘Strategist’
Now commence the OPEC tweets.
Jobs Report Misses Lowest Estimate, Wage Inflation Cools
You wanted “dovish” data, here’s some.
Here’s The Narrative – Now How Will November Payrolls Fit In?
Tell me a story. And then fit this data into it.
Thursday’s Big Story Wasn’t WSJ’s Fed ‘Scoop’ – It Was The Short-End Circuit Breaker
Let’s get to the real story from Thursday, ok?
Here’s An OPEC Stalemate Rant.
Color me skeptical.
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