“There’s a lot of Dec7th paper out there.”
Category: Markets
Jerome Powell’s Job Is Done Here – It’s All Up To Trump Now
Don’t screw this up, Mr. President…
Results May Variable.
More fading of the persistent hikes narrative…
Meanwhile, In Leveraged Loan Bubble Land…
This is fine…
‘Greeks’ In Argentina, ‘Systematic’ Chaos And A Binary Nightmare In Buenos Aires
“It’s gonna be mental.”
Bob Lighthizer Would Be ‘Surprised’ If One Dinner With Xi Doesn’t Solve Highly Complex, Intractable Trade Dispute
“Our base case is that there will be no agreement.”
The Mystery Of The Diverging Dollar Shortage Metrics
A week ago, we suggested the dollar funding squeeze was about to get worse. And it did. Sort of…
Fed Minutes Tip Support For Modifying Hike Commitment, Presage Imminent IOER Tweak
Just in case traders needed a bit more to ponder…
‘Buenos Aires, Not Vienna’: Oil Traders Brace As G20 Seen More Critical Than OPEC Gathering
You don’t have to be a political scientist or an oil trader…
‘I Expect Them Before Christmas’: Trump’s Auto Tariffs Now Appear Foregone Conclusion
“The U.S.A. is booming!”
If You Already Sold It All, You Don’t Need To Hedge…
Right up until Wednesday at lunchtime, there was a lot of fear out there.
Synthetic Short Gamma, More CTA Levels And ‘The Moment Everything Broke’
“The local pain-trade remains Equities higher.”
And So, Just After Lunch On November 28, The ‘Powell Put’ Was Born…
I suppose the history books will read as follows…
Dovish Jerome Powell Walks It Back And The Market Loves It
Is this what you were looking for?
Confusion Reigns As Goldman Swears Everybody Is Reading Fed Wrong
“…we appear to be morphing into that point of the cycle where you need an advanced degree in semiotics and textual analysis to ‘understand’ what the central bank is saying.”
Let’s Count All The Ways Steve Mnuchin’s Secret Fed Policy Straw Poll With Bond Dealers Is Absurd
“Ok you guys, show of hands”…
Trump’s Infallible ‘Gut’ Is ‘Not Even A Little Bit Happy’ With ‘Jay’ Powell, Ok?!
“…the Fed is way off-base.”
Rotten Apple: When One Company Becomes Synonymous With The Macro Story
Sorry to employ a bad (and horribly obvious) cliché, but…
As G20 ‘Binary Nightmare’ Looms, Here Are The Key CTA Levels To Watch
“Yeah…this is gonna be a binary nightmare to trade.”
2018’s Star Analyst Makes The Case For A 2019 Earnings Recession
There’s a simple formula.
Albert Edwards Preps ‘Forecaster Of the Decade Award’ And Other Fed Musings From SocGen
“…if the Fed indeed stops tightening after the December hike, Solomon will be spot on.”
Trade Optimism Dashed As Trump Doubles Down, Threatens iPhone Tariffs
“If we don’t make a deal, then I’m going to”…
Mike’s Back: Analyst Who Predicted Tech ‘Rain Storm’ Releases 2019 U.S. Equity Outlook
The man with the plan.
Algos, Onions And Foreign Policy: Goldman Delivers Epic Critique Of Broken Commodities Markets
“This is simply unsustainable”.
Looking For Something To Fade? Monday’s Furious Rally In Italian Assets Will Do
You’d be forgiven for being skeptical.
You must be logged in to post a comment.