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Category: norway

PBOC, Norges Bank, Riksbank, BOJ Rush To Rescue Bloodied Markets With Rate Cuts, Liquidity Measures

March 13, 2020March 13, 2020

Of course, all of this will fall short if politicians do not step up with adequate measures.

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2 Comments on PBOC, Norges Bank, Riksbank, BOJ Rush To Rescue Bloodied Markets With Rate Cuts, Liquidity Measures

Buy It All.

June 20, 2019June 20, 2019

The promise of perpetual liquidity provision…

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Leave a Comment on Buy It All.

From Washington To Sintra To Tokyo, Central Banks On The Hot Seat: Full Week Ahead Preview

June 16, 2019June 17, 2019

To the rescue or out of ideas and ammo?

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1 Comment on From Washington To Sintra To Tokyo, Central Banks On The Hot Seat: Full Week Ahead Preview

Drivers Wanted: Full Week Ahead Preview

October 21, 2018October 22, 2018

Pick a catalyst, any catalyst.

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2 Comments on Drivers Wanted: Full Week Ahead Preview

Good News: Norway’s $1 Trillion Wealth Fund Is Getting Fresh Cash Injections

October 9, 2018

There’s nothing like oil money.

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oilLeave a Comment on Good News: Norway’s $1 Trillion Wealth Fund Is Getting Fresh Cash Injections

In Norway, A Dovish Lift Off

September 20, 2018September 20, 2018

“[I hope] normalization of rates comes before the next downturn.”

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Hostage Situation: Full Week Ahead Preview

September 16, 2018September 17, 2018

“Hand over your trade policy and I’ll release global markets”…

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It’s Time To Talk About Petrodollar Flows

April 24, 2018April 24, 2018

If you do the math there, that means that in the space of just two years, there was a ~$400 billion decline in reserve accumulation from oil exporters. That’s “QT” – depending of course on what they’re accumulating.

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oil, OPECLeave a Comment on It’s Time To Talk About Petrodollar Flows

Jenga.

December 14, 2017December 14, 2017

Nobody pull the wrong block.

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oil2 Comments on Jenga.

You Can’t Make This Up

November 17, 2017November 17, 2017

You can’t make this shit up!

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8 Comments on You Can’t Make This Up

Death & Taxes.

November 16, 2017November 16, 2017

“That’s one small step for rich people and corporate ‘citizens’ and one giant leap for Republicans who can’t get shit done”…

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oilLeave a Comment on Death & Taxes.

Your Oil And Gas Stocks Just Got Some Really Bad News Out Of Norway

November 16, 2017November 16, 2017

But this is the kind of thing I’m talking about when it comes to markets not appreciating the extent to which everything is now tied up in self-feeding dynamics that no one appreciates. 

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1 Comment on Your Oil And Gas Stocks Just Got Some Really Bad News Out Of Norway

It Is A Great Idea For Norway’s $1 Trillion King Kong SWF To Have A 70% Stock Allocation, So Stop Pretending Like It Isn’t

October 29, 2017

“We must be prepared for volatile stock markets, and can not expect such a return every quarter.”

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2 Comments on It Is A Great Idea For Norway’s $1 Trillion King Kong SWF To Have A 702 Stock Allocation, So Stop Pretending Like It Isn’t

Trader: ‘The World Has Changed And You Don’t Know It’

September 21, 2017September 21, 2017

“Truth is, a lot of things are in play, and you have to start thinking about it before you’re forced to chase it.”

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Fried Chicken: Norway Is Pretty Damn Sure Stocks Only Go Up

August 22, 2017August 22, 2017

“We don’t have any views on whether the market is priced high or low, whether bonds and stocks are expensive or cheap.”

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Global Stocks Are Happy. Gold Is Sad. China! I Found Some Inflation In Norway.

July 10, 2017July 10, 2017

Well, I’d say “it’s quiet out there,” but that’s cliché. So how about this: “ain’t

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Leave a Comment on Global Stocks Are Happy. Gold Is Sad. China! I Found Some Inflation In Norway.

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