One Trader Explains Why This Time May Be Different
“I was trying to figure out a way to couch this without uttering those most expensive four words in the investing language.”
“I was trying to figure out a way to couch this without uttering those most expensive four words in the investing language.”
…famine, pestilence and, naturally, locust plagues.Â
“Why didn’t we make him Fed chair?”
“… the answer to all of these questions lies in market liquidity.”
The Committee intends to conclude the reduction of its aggregate securities holdings in the SOMA at the end of September 2019.
No pressure.
Revisiting the politics of rage.
“The market appears to have overlearned the lesson of the past few years.”
“…most concerns have declined notably.”
Data, ‘Brextension’ and the BoJ are this week’s headliners.
What else can be said about the Fed’s “epochal”/ “epic”/ “dramatic” dovish pivot ?
Congratulations are in order for “President T”.
“The art of the ‘let’s hurry up and get this done'”.
Win, lose or draw?
What could go wrong?
Here’s how this will work – maybe.
“I know that’s not supposed to be the way it is”…
“Cross-asset performance YTD has had a distinct ‘Goldilocks’ flavor, with equities and bonds rallying together.”
Who wants to see a recession during an election year?!
If last week was painfully tedious at best and outright boring at worst, this week promises to break the monotony.
“Almost all participants thought that it would be desirable to announce before too long a plan to stop reducing the Federal Reserve’s asset holdings later this year.”
“…we should pay attention to this stuff.”
Back to the insanity loop.
The risks are myriad – the dangers clear and present.
“…we are eliminating the two hikes we had penciled in this year.”
“I’ll warn you right off the bat”…
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