Ok, So What Now?
Just one more day of this before the weekend, when we’ll all get to put up the plywood and hide in the basement as Irma turns Florida into Atlantis and Kim turns Tokyo into Dresden…
Search Results for: canada
It’s Falling Apart: Yields Hit YTD Lows, Stocks Fall As Reality Sets In
“Hope” meets reality, where “reality” means hurricanes, missiles, recalcitrant lawmakers, Fed indeterminacy, and on, and on…
Chart Of The Day: So Is That The 50Y Or The 2Y Yield?
We’re going to keep writing about today’s BoC rate hike because as noted earlier, it’s more important than most stories that contain the word “Canada.”
Which Bubble Got Off To The ‘Bubbliest’ Start?
And so, having already grown faster in its initial stages than every other notable bubble on the list (and they probably should have included housing in Canada and Sweden), the only question now is whether it will continue to rise and ultimately surpass the 2+ year, exponential rally in BitCoin.Â
If it does, Seth Golden will be one of the richest people on the planet
Trump Pens Labor Day Op-Ed About ‘Turning Dreams Into Reality’ With ‘Our Own Two Hands’
“As we celebrate Labor Day, we are reminded of the inherent dignity of work and the American worker. In America, we honor grit. We honor determination. We honor craftsmanship. And we honor the men and women who turn dreams into reality with their own two hands.” “
‘Good Luck, We’re All Counting On You’: Full Week Ahead Preview
To be sure, whatever you thought was going to dominate the news flow in the week ahead is probably going to take a backseat to North Korea, for obvious reasons.Â
But North Korea isn’t the only thing on traders’ minds this week. Not by a long shot.
Don’t Dig Yourself A ‘Hole’: Full Week Ahead Preview
Ok, so strap in, because this promises to be an interesting week. August has proven
Here Are Goldman’s Brand New ‘Top FX Trades’
Ok, well Goldman has some new “top” FX trades for you – because those always
Key Calls (Monday): Upgrades, Downgrades & Initiations
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‘Playing With Fire’ – Full Week Ahead Preview
“Deterrence counts on the rationality of the opponents. The build-up of mutual threats and the shows of force in the past weeks have unsettled markets, with risk assets and high-beta currencies underperforming, and it is likely to continue.”
The Arborist
“Left to its own devices your portfolio will grow wildly — not to structural ruin, but to structural inefficiency.”
Bloomberg: Mr. Trump, Your Immigration Proposal Is A Dead End
And meanwhile, at Mar-a-Lago…
Key Calls (Wednesday): Upgrades, Downgrades & Initiations
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Here Is The Full Trump Interview Transcript WSJ Didn’t Want You To Read
“And I liked your editorial today, very nice. (Laughs.)”
As Trump Gleefully Calls For Dow 22,000, One Analyst Says ‘Look At The Facts’
“The circus at the White House makes for compelling viewing, as evidenced by the recent rise and fall of “the Mooch.” But if you want to forecast asset markets correctly, focus on the facts.”
Trader: ‘Stocks Have Done Nothing Wrong & They’ll Tell You When To Sell’
“There have been no actions by the central banks that would suggest that they believe there’s benefit in being the bubble popper.”
As Trump Blasts China, North Korea, ‘Fake Geniuses’ Bloomberg Begs: ‘Delete Twitter’
“At the Pentagon,â€Â reports BuzzFeed, the tweet “raised fears that the president was getting ready to announce strikes on North Korea or some other military action.â€
More ‘Loonie’ Tunes: Specs Added To CAD Long Ahead Of Best GDP Print Since The Millennium
So for the third week in a row we get to say “congratulations Canada!”
Now just hope that epic housing bubble doesn’t burst.
Oil Careens Lower On Heavy Volume; Goldman Sees “Green Shoots” For Crude
“While OPEC’s production path remains uncertain, recent fundamental oil data have come in even better than we had expected.”
Loonie Tunes: Closing The Book On A Short Gone Horribly Wrong
And thus ends one of the most painful chapters in the history of spec positions gone horribly wrong.
Key Calls (Friday): Upgrades, Downgrades & Initiations
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This ‘Party’ Has To End Eventually – But ‘Eventually’ Isn’t Today
“…market participants are understandably worried about how they will be weaned off the current highly-liquid environment.”
Are You Confused About FX Confusion? SocGen Can Help…
“The world is less in need of triage and intensive care from central bankers than it was, and more of them are thinking about how, and when, to set out on the road to normalisation.”
Key Calls (Tuesday): Upgrades, Downgrades & Initiations
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‘Billions And Billions And Billions’: ECB, BoJ, And Your Full Week Ahead Preview
If you didn’t get your fill of hand-wringing over DM central banks last week, then you’re in luck…
(In)stability In One Chart
“Indeed, measures of financial stability look stretched”…
Horrific Loonie Short Disappears As Bears Frantically Covered Into Rate Hike
Well with the release of the latest CFTC data, we learn that a long, and exceedingly painful chapter for CAD shorts has (almost) come to an end…
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