“So far, so good”.
Category: Markets
China And The ‘FX/Liquidity Contradiction’
“… a riddle, wrapped in a mystery, inside an enigma.”
The ‘Pain Trade’: A Simple Way To Determine Who’s Holding The Stronger Hand
If there’s elegance in simplicity…
Beware Fallen Angels: One Bank Ponders The Fate Of The European Junk Market
“… it fills us with a lot of fear [and] not just because many central banks would be relatively constrained in their ability to cut rates after their big post-GFC easing.”
The Decision Tree: Why The Odds Of Permanent Tariffs Are 75/25
In favor, that is.
Requiem For A Rally: 2018’s First Half In Charts
Remember January?
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