‘Red Alert’: COVID-19 Scare Worsens Materially
A “crucial stage”.
‘V’ Is For ‘V-Shaped’: IMF Assumes China Will Be ‘Back To Normal’ In Q2
“We are also looking at more dire scenarios”.
‘There Is Quite An Evident Contagion’: Korea, Italy, Iran Outbreaks Stoke New Virus Worries
Stimulus efforts aren’t going to matter if people are confined to their homes or otherwise frightened of engaging in economic activities.
‘If You Can’t Trust A Fix, What Can You Trust?’
“It’s gettin’ so a businessman can’t expect no return from a fixed fight”.
Hall Of Mirrors And The Lost Art Of Controlled Burns
“Afflictions”.
Bond Rally Has That August Feel, As Macro Scare And Hedging Flows Collide
And now, back to your regularly scheduled, insane duration grab.
Stunning: Markit PMI Posts Wild Miss As 4-Year Expansion Abruptly Ends
And that, as they say, is that.
Don’t Read The Fine Print On Best German Factory PMI In 13 Months
“…the observed jump in the headline index flatters the sector’s current trajectory”.
Car Sales In World’s Largest Auto Market Collapse 92%
It would be comical were it not for the tragic human toll of the virus.
South Korea, Japan On Edge As Virus Spreads, Hits Economic Activity
“The coronavirus appears to have hit trade quite a bitâ€.
‘This Is The Big One, Elizabeth!’
…too many market participants shrieked, all at once, into the digital void.Â
Macro Tourist Presents: Crowdsourced ‘Green Bubble’ Candidates
“I am by no means suggesting you run out and buy this ‘green’ list.”
Yen-Sanity. Dollar Delirium.
It’s dizzying, to say the least.
McElligott, Kolanovic And The ‘Max Pain’ Trade
What could bring back September’s shock reversal?
Coronavirus Worry Shifts To South Korea. Situation ‘Very Grave’ In Daegu
“We plan to test all believers of that church”.
Hell Or High Water.
“…frustration gave way to incredulity and, eventually, incredulity surrendered to a kind of fatalism”.
Macro Tourist As Yen Plummets: Be Careful What You Wish For, Dollar Bulls
“Eventually we will reach a point where the US dollar rise will sow the seeds of the stock market’s demise.”
Trump, Dana Rohrabacher And A Pardon For Julian Assange? Lawyer Says Yep!
It’s a good thing Trump “barely knows” Rohrabacher.
Marko Kolanovic’s Warning: Equity Factor Bubble Now Twice As Large As Dot-Com Era
“We caution investors that this bubble will likely collapse.”
Fed Hints At T-Bill Taper In Second Quarter (And Other Highlights From The January Minutes)
All anyone cares about is the liquidity spigot.
Define Irony: Wall Street Hates Communism But Prays For China To Bail Out Markets
Featuring Leon Cooperman.
‘Mania Has Taken Hold’, And Other Observations As The Tape Goes ‘Macro’
“It’s a macro tape, you’re just living in it”.
Meanwhile, In Turkey…
Rate cuts and plans for another cross-border incursion in Syria – this time against Assad’s forces.
China Ponders Airline Bailouts, Yanks Press Credentials Of WSJ Reporters For ‘Racist’ Article
“The mighty Chinese juggernaut has been humbled this week, apparently by a species-hopping bat virus.”
No Man’s Land And The Boilerplate Bond Chyron
“Investors want to be long US Treasurys”.
Pardon Me. And Also Him. And How About Him, Too?
But no Michael Cohen, that’s for sure.
You must be logged in to post a comment.