The setup was terrible, with falling commodities, a downbeat Asian session, and junk jitters weighing on sentiment.
Category: S&P 500
Market Doom Loop Update: Risk From VIX ETPs, CTAs Flashes Red
It’s all about “loops” and “spirals” these days.
Markets Would Be A Lot Safer If We Wound Back The Clock About 25 Years
But times have changed.
Albert Edwards Hears ‘Rustlings Of Discontent’, Says You Agree With Him That ‘This Will End Badly’
“Many of these same investors, however, tend to agree with us on a two year view that things are likely to end very badly.”
More Questions, Less Answers.
Not what I would call an “upbeat” session.
Who’s Been Buying The Dip?
Spoiler alert…
Monday, Monday.
The fireworks started in Japan and that’s where they ended.
There Is No ‘Value’ Here, So Just Stop It.
Common sense ain’t so common.
Clean Up Your Damn Junk: Full Week Ahead Preview
“This is the big one, Elizabeth!”
Is It ‘All Tech’?
You can draw your own conclusions there…
Does The Junk Bond Rout Prove Big-Cap Tech Is Detached From Reality?
“So maybe it’s not so much that equities are out of synch with high yield, as much as it is”…
Watch The Throne.
What happens over the weekend no longer remains confined to the weekend.
Booms Don’t Die Of Old Age, They Are ‘Murdered’ By The Fed
“So when you ask what the big risk is, the answer is”…
A Truly Taxing Day.
Thursday, bloody Thursday.
Albert Edwards: You Are Going To Be ‘Mighty Pissed’ When Your Wealth ‘Evaporates Before Your Very Eyes’
“The risk is that the market is hugely vulnerable if it hears a distant bark, let alone feels its bite.”
Today Is Donald Trump’s Anniversary And Here’s How Global Markets And ‘So-Called’ Bond Traders Have Treated Him
Well in honor of Trump’s presidential anniversary, here’s a look at how various assets have performed since that election that no one remembers he won.
Everything Is Awesome – ‘Ear To Ear Baby’
“If market sentiment is happiness, everything is awesome.”
Can You Feel The Tension?
Nobody strike a match.
All’s Well That Ends In An Epic Mideast Death Match.
Tension is running high on Monday…
If This Chart Is Any Indication, The ‘Trump Trade’ Is Alive And Well
On Friday, I noticed a chart I hadn’t seen before and by virtue of not having seen it, I wasn’t entirely sure what to make of it.Â
Geopolitics & Wild Cards: Full Week Ahead Preview
Geopolitics is back in the spotlight to start the week.
3 Charts And A Dose Of Heisenberg’s Dark Humor
Have a great night.
‘Do Something!’
And that, folks, is the week.
‘Reluctant’ Bulls And The ‘Psychological Risk’ Of QT
“But market narratives may dominate our rational analysis. If markets believe that global QE has been an important driver of the current rally, then its impending removal may nonetheless pose a psychological risk to investor sentiment.”
Check Back Tomorrow.
Thursday is now the “big day.”
Bad News! The Equity ‘Melt-Up’ Already Happened
“Rarefied air”…
Trick Or Treat.
Boo!
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