“I like to stay uninvolved with Fed chair Jerome Powell.”
Category: Markets
Meanwhile, In Turkey: Toothpaste Police
Tragicomedy.
Don’t Look Now, But The Chinese Yuan Just Staged A Massive Coup In Global Reserves
De-dollarization anyone?
Italian Stocks On Precipice Of Bear Market As Tria Fails To Put Out Fire
An unenviable position.
‘There Are Clouds On The Horizon’: Why The IMF Just Slashed Their Global Growth Outlook
“…to the detriment of all.”
European High Yield Faces Two-Headed Hydra From Italy, EM FX
There are so many self-referential dynamics in play here that it will make your head spin.
Amid Momo, Growth Rout, Google Gets Bad News
Here comes more regulatory scrutiny.
And Now, Everybody Will Buy Everything Related To Brazil …
Who’s excited?!
Don’t Look Now, But Turkish Banks Are On Fire (In A Good Way)
Pray the Brunson deal doesn’t fall through
Fuggedaboutit: Italian Stocks, Bonds Bludgeoned Again As Salvini, Di Maio Defiant
“We are against the enemies of Europe”.
Enter The Dragon: Full Week Ahead Preview
Here comes China.
Trump Now Proud Owner Of Largest Deficit Since 2012 And All-Time Record For Most Interest Paid In A Year
Nowhere is the GOP’s shameless dereliction of duty more readily apparent than in U.S. fiscal policy.
China Delivers RRR Cut, Unleashing 1.2 Trillion Yuan In Liquidity
The policy divergence between the Fed and the PBoC just got wider.Â
Crossing The Rubicon On Global Bond Yields
“The cost of global capital would rise further”…
A Terrible Trio Of Margin Headwinds For 2019
A triple threat.
30° Of Separation And Cheshire Cat’s Revenge
“We’re all mad here”.
‘It’s The Steepener, Stupid’, And Why A ‘Rogue’ Inflation Beat Is The Biggest Tail Risk
As ever, the risk is that we get “proof” that fears of an inflation shock are not entirely unfounded.
Asian Tech Stocks Smoked Amid Fresh Escalations In Simmering Trump-China Feud
All of this is going to inflame trade tensions.
Dollar Guns For Best Streak Of The Year Ahead Of Make-Or-Break Jobs Report
Can you feel the tension?
Deutsche’s Kocic: ‘We’re Not Very Far From The Red Zone’ On Equity-Bond Correlations
“This is the most feared scenario. And, to make things interesting, we are not very far from this regime.”
‘Why Are Higher Yields Not Impacting Stocks Here?!’: Nomura’s McElligott Answers
“This is what happens when”…
Goldman Asks: How Likely Is A ‘Balanced Bear’?
“…the length of the current bull market in balanced equity/bond portfolios is now the longest on record.”
Bond Blowup Continues As Stars Align For Nuclear Selloff
“The underlying message is that the US economy isn’t just in fine fettle, it’s on fire.”
Reflation Madness! Treasury Selloff Turns Unruly As U.S. Economy Is Screeching Tea Kettle
Boy, we’re really in the heat of things now.Â
Marko Kolanovic: $1.5 Trillion In Market Value Was Lost This Year Following Powell Speeches
“…the equity market likely implies that the Fed is underestimating various risks.”
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