The ‘Most Important Week Of The Year’? Full Week Ahead Preview
I doubt it, but as Trump would say, “we’ll see what happens”…
I doubt it, but as Trump would say, “we’ll see what happens”…
Muddling through, where that means: voracious rally.
A listless Tuesday.
“No good and will not be accepted!”
And that’s the week.
It was the second-most crowded position on the planet after all.
“Now that Jared is able to see the highest levels of secure information, he’s likely to whip up a Middle East peace plan in a jiffy, or at least start leaking shit to his royal buddy the Saudi Crown Prince again, so ol’ Mohammad bin Salman, AKA “MBS,†will know whom he can have assassinated or tortured with no reactions from the US. Allegedly.”
“And this current rally likely has room to run, particularly from a returns perspective, as the current fundamental backdrop for oil is now more bullish than we had expected as strong demand now faces supply disappointments.”
This will not be well received.
“It is appalling, but not surprising.”
I mean, I guess you never know.
“The ratings will be tremendous.”
Fault lines, 90th percentile risks and the probability of stepping on a land mine.
“Stated differently, the Orange Comb-Over is definitely not making America Great Again.”
If you do the math there, that means that in the space of just two years, there was a ~$400 billion decline in reserve accumulation from oil exporters. That’s “QT” – depending of course on what they’re accumulating.
What. The. Actual. Fuck?
“The world is upside down.”
“…one very good reason to deepen its ongoing cooperation with OPEC.”
Plenty to fret about (and laugh at).
What’s everyone thinking on Saturday? Well, I’m glad you asked…
‘RIGHT NOW THIS IS A ONE-TIME SHOT’
All you can do is laugh.
After all, the market’s muted response to geopolitical turmoil in 2016 and 2017 was in large part down to the central bank put, which is now in question. And it goes without saying that the low vol. regime seems to have come to an end over the past couple of months.Â
“Get ready.”
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