“… we’ve had no discussion with the U.S. on oil price levels.”
Category: Markets
Chinese Shares Not Amused With S&P Futures Crash, Huawei Arrest
It all started with an overnight plunge in S&P futures…
‘China Will Take Hostages’: Huawei CFO Arrest Grabs Top Billing For Nervous Markets
“…the tension between the two sides is rapidly escalating.”
What’s Behind The Flash Crash In S&P Futures?
Liquidity appears to be a problem.
A Behind-The-Scenes Look At The Great November Oil Collapse
If you’re in the mood for more CTAs and gamma effects, you’re in luck.
As OPEC Tips Production Cut, Trump Reminds Saudis He Doesn’t ‘Want Or Need’ Higher Oil Prices
Will the cartel tempt fate?
‘Sad Nonsense’: A ‘Whodunit?’ Guide To Tuesday’s Wall Street Mayhem
Line up the usual suspects.
As ‘Tariff Man’ Doubles Down, Chinese Domestic Demand May Be Kryptonite
“…we will be charging major tariffs.”
Post-Mortem.
It’s autopsy time.
Ban Bond Trading: Curve Inversions & The Reality Distortion Loop Of Reverse-Engineered Growth Slowdowns
“Why are you wearing that stupid trader suit?”
On Wall Street: Midday Massacre
So much for the G20 bounce.
‘Cash Is Better Than Stocks For The First Time In A Decade’: ‘TINA’ Now Suffering Daily Beatings
Let’s go over this for the hundredth time.
As Trade Euphoria Turns To Confusion, Yuan Emerges As Big Winner From Truce
You can stop worrying about a 7-handle – for now.
Why The ‘Ill-Conceived’ Trade War Must End, According To Marko Kolanovic
Searching for the elusive “pot of gold.”
Larry Kudlow’s ‘Front Burner Hot List’ And Other Highlights On Trade Truce Monday
“…kind of on the front burner, hot list.”
Marko Kolanovic Critiques ‘Uptick In Negative Market News’, Weighs In On Trade, Fed, 2019 Outlook
“This view has a simple logical mistake”…
Rally For Rent! Powell, Trump, Xi ‘All Bend The Knee’
This “coordinated capitulation” is happening “for the wrong reasons.”Â
Updating The S&P ‘Pain Trade’ Amid Monday’s Global Euphoria
The pain trade remains higher.
If It Was A Rally In Chinese Stocks, Yuan You Were Looking For, You Got One
Now let’s see if this proves sustainable.
High Drama In Crude As Oil Explodes Higher On Production Cut News, While Qatar Bids OPEC Adieu
Are you not entertained?
With The 90-Day Clock Now Ticking, Goldman Weighs In On Odds Of A Real Trump-Xi Trade Deal
Spoiler alert: the odds aren’t high.
Of Truces, Cartel Meetings And Jobs: Full Week Ahead Preview
Strap in for a full docket.
Watch This ‘Key Barometer’ Following Trade Truce
If you like a little nuance…
Gamma Gravity And Vol. Math Following The Trump-Xi Trade Détente
“…it will be hard for vol NOT to come in after the event.”
Dinner Date: What’s At Stake As Trump, Xi Dine In Buenos Aires
“We’ll probably end up with something good at some point.”Â
Someone Is Wrong: November Sees Dueling Flows In Growth, Value Products
Can they both be right?
You must be logged in to post a comment.