Well, the dollar is under pressure on Monday, just as we said it would be
Category: reflation
“Hope”: Health Bill Failure Isn’t Death Knell For Trump Trade, One Bank Says
We’ve said it before and we’ll say it again: one-way bets and crowded trades are
One Chart Explains How Much The Health Care Vote Matters For Markets
Ultimately, what the media prints and, in turn, what people read shapes investor psychology. It’s probably fair to say that plastering “Dow Hits 20,000” all over the front pages of national newspapers helped accelerate inflows into popular retail equity vehicles like SPY earlier this year.
No Vote On Health Care Bill Is Another Blow To Trump Trade
“And like that, it’s gone”…
If You Think This Is A “Correction,” I Guess The Media Called It
So we can debate the extent to which Tuesday’s “blip” on an otherwise rosy-looking equity
Trump Trade In Focus: All Eyes On Healthcare Bill As Yellen Lurks In Background
It’s do or die for the reflation narrative.
I’m No Chart Whiz, But About That Whole Reflation Thing…
Reflation frustration?
Stock Selloff Goes Global
Investors “needed a good reason to take profit, and here it is.”
“Death By A Thousand Cuts”
“The market didn’t collapse. It went down. In the scheme of life, this is nothing. On the other hand, death by a thousand cuts has to be acknowledged at some point. “
Trader Warns: Fed Meeting Will Be “Death Knell” For Reflation Trades
Dammit Mark, didn’t you learn anything from Goldman’s overnight note on commodities? When reality doesn’t reflect
So Yeeahhh… About That Reflation Thing
“While investors may return to the reflation narrative again, it’ll take more than a few political speeches to get them there.”
“I Think It’s Safe To Say Everyone Will Take A Glass Half-Full Approach”
“I think it’s safe to say that given the current mood among traders, they will be squarely focused on the glass half-full elements rather than grasp at signs for temperance.”
High Cotton: Commodity Bets Soar To Records, Hogs Still Skeptical
“Bullish bets on oil, copper and cotton futures all hit record levels in January, according to data from the Commodity Futures Trading Commission that goes back to 2006. That was the first time in nearly a decade that this cross section of materials and resources established new highs simultaneously.”
“It’s The Reflation Trade, Baby!” These Are The Levels To Watch On Friday
“If two-year Treasury yields close above 1.3% but 10-year yields linger below 2.5%, then a hike is expected but it’s being perceived as a potential policy mistake. If we close above both levels, it’s the reflation trade, baby.”
It’s Circus Time! Everything You Need To Know About Tuesday’s Big Event
As you probably know, Donald Trump is going to address Congress on Tuesday and as
Reflation Frustration
This is probably a decent time to start asking yourself if the narrative still makes
Can You Hear Me Now?
So one of the things I’ve been harping on since the release of the Fed
Markets To Trump: “Show Me The Damn Money, Already”
Is the White House serious about tax reform and fiscal stimulus, or was that all bullsh*t designed purely to get the President elected so Steve Bannon could implement his social agenda and promote nationalism?
Chart Check (A First)
Misplaced optimism?
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