So much for transparency.
Category: Markets
More Tax Cuts, Midterms And The History Of ‘Exogenous Macro Shocks’
Remember, prediction markets haven’t been the best guide over the past several years.
Moody’s Downgrades Italy, Outlook Is Stable
And so it begins.Â
Italy Is In Turmoil, So I Guess Everyone Will Start Talking ‘Contagion’ Now
“Lo spread” fears are spreading.
Revisiting The ‘Vicious’ Dollar Shortage Cycle
This isn’t all that complicated.Â
Marko Kolanovic: Systematic Flows Largely Explain This Week’s Price Action
“Many macro fundamental narratives were presented to explain the price action the past week, but”…
Re-Emancipation Proclamation And The Re-Restriking Of The Fed Put
The re-emancipation of markets is generally seen as desirable, but at what cost (figuratively and literally)?
Dear Italy: You Now Stand Accused Of ‘Unprecedented’ Crimes Against Budget Discipline
“We and the E.U. have different views on Italy’s policies.”
An Alive Alan Greenspan To Jerome Powell: ‘Earmuff’ Trump
“Max, can you earmuff it for me?”
Chinese Stocks On The Brink: Margin Calls, Yuan At 21-Month Nadir Spark Panic
Where is the “National Team”?
Peak Earnings?
As good as it gets.
Treasury Declines To Name China The Currency Manipulator That Trump Swears They Are
Don’t worry, China is still on @realDonaldTrump’s “manipulator” list.
‘Biggest Threat’ To Trump Releases Minutes Of September Conspiracy Roundtable Event
“A few participants expected that policy would need to become modestly restrictive for a time.”
Glitchy Streaming.
“Buffering”…
One More Reason Trump Will Be Loath To Turn On Saudi Arabia: U.S. Debt
“Please fund our deficit.”
As China’s Treasury Holdings Fall For Third Month, U.S. Foreign Policy Seen Accelerating De-Dollarization
Remember, foreign investors are “free to do what they want to do.”
Netflix Beat – Now Chill.
Is this enough to make Tuesday’s rally sustainable?
The Usual Suspects And A Theory On Global Macro Funds
Selloffs following record highs should probably be viewed as some semblance of cathartic, but that’s not the way people think about things in the post-crisis world.
Growth-To-Value Rotation Goes ‘Global’ With All Eyes On Netflix After Momentum Rout
Who knows, maybe Netflix can turn the tide.
Goldman, Morgan Square Off In Dueling Earnings Reports
Compare and contrast.
SocGen’s Swans Are Back And They Have Grown Since June…
It’s that time again.
‘Private’ Parts: Explosion In Private Debt Market Cements ‘Liquidity As The New Leverage’
“For all practical purposes, such liquidity should be expected to evaporate entirely.”
Janet Yellen Reminds You That If A Halfway Politicized Fed Is Bad, A Completely Politicized Fed Is By Definition Worse
“There’s no law against that, but I don’t think it’s wise.”
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