Doubts.
Keep the faith?
Keep the faith?
Be patient. It’ll work out. Maybe.
Nobody say “quantitative failure”.
“You will ride eternal, tacky and gold leaf”…
Here’s what’s in play.
And that’s the week.
Risk on.
Well, he did it.
Draghi probably could have done without this.
“At what price?”
“I think we are just in the middle of a correction. And I think, overall, the structural story is still pretty positive. But this is a correction that may not be over yet.”
Thanks for clearing that up, sir.
Remember: “Nearly every consensual macro trade has an implicit short-dollar view built-into it.”
“For the first time since the start of 2016 (when the risk-on phase started), dollar liquidity has rolled over.”
Beleaguered banks, commodities on the come up, golf, the usual…
…if you wait too long and the cycle turns on you while you’re still sitting in NIRP with a bloated balance sheet, well then where do you go from there?
“So, if we assume that Trump wants to reverse this process, then what’s the logical outcome?”
“Slim margin”of error for Goldilocks.
Well markets are rocking from London to Hong Kong on Tuesday as the world takes its cues from the blockbuster rally U.S. stocks staged on Monday.
Well, things took a decisive turn for the worst just after the European open…
Spoiler alert: no.
Oh well, at least space is safe.Â
Trade banter and CPI. That is all. Or at least all we know.
After all, she’s got a habit of hanging out with and implicitly taunting bears…
Days like today are always amusing to the extent they bring out the Don Quixote in people.
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