And Now, Everybody Will Buy Everything Related To Brazil …
Who’s excited?!
Who’s excited?!
Here comes China.
Whether you’re a geopolitics buff, a Beltway junkie or a market addict, the week ahead has you covered.
So much for “forcing” them to the table.
Don’t call it a come back.
“The ‘reflation trade’ indicator continues to lose momentum; we do not foresee a sharp reversal towards the ‘reflation trade’ for the remainder of the year.”
Back to the “melt-up”.
“The changes, the inflections that are made happen unemotionally and happen with significant leverage behind them.”
“What do prior cycles show us about market anticipation of the ‘flip’ to ‘steepening’ after the Fed’s last cut?”
More falling knives.
Around the world in 2,100 words.
You’ve got to “let it gestate, like a chicken.”
There’s some wage inflation.
All year long, analysts have fretted about the possibility that regulatory worries could end up being big-cap tech’s Waterloo.
So what about the September Momentum rally and the idea that hedge funds will keep “grabbing” for exposure?
Long live the king?
A full docket.
The pain was widespread.
It’s not over.
“No. We disagree.”
U.S. politics and trade are likely to dominate the headlines this week.
Anything that isn’t bad news is great news.
Hint: it’s the dollar.
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