If this goes on for another five years…
Category: stocks
‘Unsustainable Inconsistencies Could Lead To Sharp Adjustments’, One Bank Euphemistically Warns
“…this does not necessarily lead to a healthy and sustainable economy”.
Plunging Lira, Deutsche Bank News, Japan-Korea Spat Make For Inauspicious Start To Crucial Week
None of this sets a particularly upbeat tone.
Hot Seat: Full Week Ahead Preview
Don’t call it a “return”.
Peak Cognitive Dissonance.
“Rocket ships” and such.
For Some, A Market ‘Melt-Up’ Is Now The Base Case
The “melt-up” chatter is getting louder.Â
Cautious Optimism.
One thing’s for sure…
‘The Biggest Risk Going Forward Is The Perverse Fed-Tariff Feedback Loop’, One Bank Warns
“They could create an ever-escalating trade war”.
Push Your Chips.
Art of the walk-back.
Nomura’s McElligott: Early Summer Melt-Up ‘Most Likely Scenario’ Despite ‘Spectacular’ Global PMI Destruction
The same old “force-in” narrative underpins the bull thesis.Â
Risk-On, But For How Long? The Data Is Dour
Ultimately, the data continues to come in soft.
A Global Affair: Full Week Ahead Preview
Everything is in play.
Trump On Stocks: ‘People Want This Thinking’ (Points To Own Brain)
“It’s unbelievable the sort of twilight zone that we’re living in”.
Chips, Crude And Today’s ‘Pain Trade’
A few quick points.
Visualizing The ‘Market Zeitgeist’
Eye candy for the congregation.
Trader: The Burden To Act Is On The Wrong People
What a “shame”.
Dueling Bull Markets And The ‘Jaws Of Doom’
Does someone have to be definitively “right”?Â
With ‘Everything’ At All-Time Highs, Is It Really ‘Too Late’ To Be A Bull?
Did you miss it – again?
For Now, Record Highs. But ‘God Knows What Tomorrow Brings’
…the warm, cozy feeling everyone gets from knowing the first Fed cut is just six short weeks away.
‘Record High!’ Trump Elated As Fed Brought To Heel, Says Iran Probably Shouldn’t Doubt How Crazy He Is
Big records, big mistakes.
Nomura’s Charlie McElligott Serves Up Giant Dose Of, Quote, FOMC ‘#BOOMSAUCE’
“The QE-trade is back in a major way.”
Of Equity Bears, Bond Bulls, Tail Risks And Policy Impotence
The lay of the land as the Fed looms.
Trump Looks To Turbocharge Stock Rally With Xi Phone Call Tweet
“A very good telephone conversation.”
You must be logged in to post a comment.