The Trumpcare Vote: Previewing Thursday’s Big Event
Needless to say, the focus Thursday will be on the GOP proposal to repeal and
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“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. “
“Equities Blinked”: One Bank Warns “We’ll See More Days Like This”
“It is not yet clear whether this warrants a tactically more defensive stance on credit. But volatility should be higher and we should see more days like this.”
“Politics Vs. Policy”: Deutsche Bank’s Resident Genius Warns Of “Binary Outcomes”
“Depending on the interplay of politics and policy — degree of political resolve and the Fed actions — we could see two distinct paths of resolution of the existing tensions in the mid- or long-run. “
“Quick, Buy That (Macro) Dip!”
Earlier today, we noted that the correlation between implied vol and equities is breaking down
Top Strategist: Macro Is Running The Show And You “Should Not Be Surprised”
“Investing is macro and macro is geopolitics. If you don’t get that, you’re going to be perpetually behind the curve going forward.
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