Hint: seasonality.
Category: Markets
Bad News For That Massive Treasury Short As Goldman Slashes Bond Yield Forecasts
“We note that there has been no change to our view of Fed policy tightening, but”…
Fed Minutes Show ‘Many’ Officials Think Another Hike Is ‘Appropriate’ – And ‘Soon’
“…it would likely soon be appropriate to take another step in removing policy accommodation.
Saudi Arabia Calls Off ‘Zombie’ Aramco IPO
Turns out “black box” and “public company” aren’t consistent with one another.
‘MEGA’? Citi Economic Surprise Index Now More Negative For U.S. Than For Europe
A shift in the narrative?
‘Con’ Job: World’s Second-Largest Car-Parts Maker Drives Off A Cliff
Don’t worry, tariffs will fix it.
Marko Kolanovic Flags An ‘Unprecedented Divergence’, Says ‘Something Has To Give’
“The recent divergence in the performance of US Equities vs. the rest of the world is unprecedented in history.”
As The S&P Hits All-Time Highs, Here’s What You Should Be Watching
Hint: it’s the dollar.
‘The Wrong Kinda Heater’: Hedge Fund ‘Consensus’ Trade Suffers Dastardly Run
“Another day for U.S. equities funds, another sizable underperformance.”
Do Not Underestimate Donald Trump When It Comes To The Fed
“You see what’s happening.”
On Monday, Donald Trump Accused Jerome Powell Of Acting Against The Interests Of America
“Am I happy with my choice? I’ll let you know in seven years.”
A ‘Stealth’ Rate Hike From Turkey And A ‘Pick Your Poison’ Quandary For Europe
How to hike without hiking and what to do when there are no “good” options.
Italy’s Populists Determined To Triumph In Battle With Nefarious ‘Lo Spread’
“We will resist the bond yield spread, speculation, credit downgrades and attacks.”
China Draws Line In Sand At 2016 Closing Lows As State Funds Buy Stocks
Here comes the “national team”.
Concerned Citizens: Full Week Ahead Preview
New week, same issues. But let’s talk about them anyway.
Gundlach Warns Of Treasury Short Squeeze, Goldman Says Don’t Sweat Curve Inversion
Kings, squids, inversions and squeezes.
This Is Not A Drill: Jerome Powell Needs To Be Careful In Jackson Hole
Fragile. Handle with care.
Ignore That Bear Market And Focus On These Buybacks
“Tall order”.
Trump’s Plan To Do Away With Quarterly Earnings Reports Is A Terrible Idea – Surely You Know That
“Abolishing quarterly reporting is a ridiculous idea.”
Of VaR Shocks And ‘Sucking Sounds’
That “sucks.”
There’s Only One Kind Of Umbrella For This Perfect Storm
It’s raining, it’s pouring…
You Can’t Fix Stupid: U.S. Treasury Will ‘Pressure’ China To Strengthen The Yuan
Trying to process the kind of narcissistic delirium that’s behind this “strategy” is quite challenging.
Mnuchin Set To Slap Turkey With New Sanctions As Erdogan ‘Turns Out Not To Be A Great Friend’ 😡
Just when you thought it was safe to jump back into the lira.
Let’s Play Dollar Bingo With Larry Kudlow – Who Had ‘Cherished’?
None of this makes any sense. Not a bit of it. It’s a self-referential nightmare.
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