Macro Tourist: ‘You’re Doing This All Wrong’
“This morning’s decline has a panicky feel about it. No doubt about it. However”…
Pandemic Fears Intensify As Life Grinds To Halt, US Yields Grind To New Record Lows
And yet, markets still haven’t really sold off in a manner consistent with “capitulation”.
Mike Pence As Virus Hunter. Rebalancing Flows As Bear Repellent.
If you’re looking for a savior amid the chaos…
Sure, It’s A Failed State. But You’ve Got $1,284 Comin’ Your Way!
When even helicopter money can’t save you…
Marko Kolanovic Breaks Down The Selloff, Says Short-Term Bounce Likely (With Caveats)
“The virus should go, but stimulative measures will likely stay”.
‘A Tragic But Important Lesson’: In Germany, Fear Of Deficit Demon Collides With Recession Reality
“The problem is that they created a monster—literally erecting monuments to honor the zeroing out of deficits.”
Macro Tourist: Helicopter Money Cometh
Welcome to a brave new world.
‘Previously Unthinkable’ CTA Deleveraging ‘In Play’, As Legacy ‘Long’ Signal Vulnerable: McElligott
The last few days have made the unthinkable suddenly thinkable.
Nobody Say ‘Spanish Flu’
“…complex interconnected systems greatly increase underlying risks.”
Last Stand.
One last push to rescue the world.
Macro Tourist: If I Was On The Fed, I’d Be Pushing Hard For An Emergency Rate Cut
“As a Fed board member, ask yourself what are the consequences of being late?”
Kudlow & COVID: ‘We Have Contained This’
“We’re in touch with the Fed people all the time”.Â
Congrats Anti-Globalists! World Trade Just Logged Its First Full-Year Decline Since The GFC
And at just the wrong time…
#STS: Save The Stocks
If only there had been warning signs…
Nomura’s McElligott: This Is ‘The Next Battle In Equities’
And, as an aside, “Bernie Sanders matters”.
The Ice Age Is Driving The Equity Factor Bubble. And Albert Edwards Says ‘Disaster Awaits’
“I have an ugly vision of the future.”
‘Under Control’? Markets Wary As Virus Cases Rise, Hong Kong Exports Plunge, Japan Dives
“We took a hit yesterday”.
‘Very Good To Me’
It depends on your perspective, I suppose.
Macro Tourist Risks Losing Remaining Fingers, Buys Fixed Income Puts
“As traders we need to consider the possibility the flu ends up being not as catastrophic as the market is currently discounting.”
Bail Bond: ‘Four Decimal Watch’
“I’m on ‘four decimal watch.”
Werewolves, Emergency Rate Cuts And Peak COVID-19 Panic
A watershed moment?
COVID Commodities Carnage Raises Stakes For Crude Cartel
Head in the sand?
Monday, Bloody Monday.
Turmoil.
‘The World Is Getting Spooky’: Risk Assets Start New Week On Shaky Ground
The market hates uncertainty…
China’s Small- And Medium-Sized Companies Face Imminent Existential Crisis: Survey
“A tax reduction doesn’t help if you don’t even have income”.
You must be logged in to post a comment.