“What Are Your Biggest Concerns?” Bank Of America’s Clients Respond
Those who frequent these hallowed pages are well aware that when it comes to event
Search Results for: china fiscal
Please Fasten Your Seat Belts, Jobs Report Ahead
So obviously it was a relatively quiet overnight session as the entire world focuses on
No, Janet Yellen Does Not Need To Wait On Donald Trump
Think back to last month. I know that’s really f*cking hard because with Trump in
Political Ping Pong, A “Pounding,” And A Market Awaiting Trump
Well, we start in FX land on Monday morning and as has become the norm
It’s Circus Time! Everything You Need To Know About Tuesday’s Big Event
As you probably know, Donald Trump is going to address Congress on Tuesday and as
Reflation Frustration
This is probably a decent time to start asking yourself if the narrative still makes
“JP Merlin” Returns: Quant Wizard Kolanovic Weighs In On Volatility, Geopolitics, And The Fed
He doesn’t have a long, white beard. He doesn’t wear a robe or a pointy
Did The Market Misread The Most Important Event Of The Week?
So we got a hawkish Yellen on Capitol Hill. Or did we?
Goldman: Trump Threatens Europe With Strongman “Bilateral World Order”
So you know, the percentage of the European population that’s still sane (and that’s an ever dwindling number apparently) would have really appreciated it if Trump would have just been satisfied with the damage he’s already done rather than piling it on by dispatching Peter Navarro to weigh in on the legitimacy of the common currency.
“Substantial Volatility” Ahead: One Bank’s Take On Yen-Sanity
Well it’s all about USDJPY on Monday. Of course if you’ve traded these markets professionally
You Are Being Politically Exploited
“While globalisation is by no means the only factor behind the increase in inequality, it is easy to exploit politically”…
Maybe Shinzo Abe Isn’t The Right Guy To Be Talking To About Making Stuff “Great Again”
Well, Donald Trump and Japanese PM Shinzo Abe held a joint news conference a couple of
Daily Kickstart (Dollar Dumps After Fed Farce, Deutsche Bank Plunges)
Perhaps fearing some kind of Erdogan-esque reprisal from the White House, the Fed pussyfooted its
Two Traders Sound Off On The “Apolitical” Fed
They want to normalize, but they need to figure out how to do so in a way that doesn’t lead to “excessive” dollar strength lest they should all end up getting purged for treason Erdogan-style.
One Bank Warns: “Bad Trump Dominates The News”
But as far as markets are concerned, the new administration’s FX policy is just as crazy. In fact, that statement is itself crazy. That is, the fact that the new administration has a discernible “FX policy” is nuts. And this isn’t some “well it would be nice if…” kind of thing.
Goldman: Global Fund Managers “Concerned” With Trade Wars, Protectionism
Given the distinct possibility that global trade and commerce is about to be completely upended by an unhinged real estate developer with delusions of grandeur and his cabinet of billionaires, it isn’t any wonder that when Goldman asked fund managers what they were concerned about, geopolitics and global trade topped the list.
Daily Kickstart (The Day The Earth Stood Still)
The Ringling Bros. may have pulled up the stakes for good, but the circus is in town today in Washington, complete with all of the usual attractions including an orange elephant, who at 12 noon will “trump”et to an awestruck crowd.
Inauguration Day: Last Minute Analysis From Wall Street
“Investors appear to be struggling to reconcile the policies of President-Elect Donald Trump with those of candidate Donald Trump”…
Chart Check (A History Of Major Treasury Selloffs)
Ok look, it’s anyone’s guess where yields are going to be in 12 months. Rates
Presenting Goldman’s “10 Questions For 2017”
I’ll take the under.
“It’s Like Living In The Roman Colosseum”: Reaction To Trump Presser Lacks Nuance
“If investors were left disappointed on details relevant to the economy and policies, it’s because no one raised the issues in any substantive way.”
How To Trade Today’s Main Event
“You can cut the anticipation with a knife.”
More Yuan Weakness “Inevitable,” One Bank Says
“We think tighter capital controls are stop –gap measure that may plug one hole but won’t prevent another one emerging elsewhere”…
These Are The Two Main “Risk Scenarios” For Markets
There are a lot of things you can say about Heisenberg, but one thing you
Daily Kickstart (Welcome Back Japan Edition)
Markets have been rallying quite strongly on this notion of fiscal hope but, as we
“Loads Of Emotions And Lots To Ponder”
I’m inclined to believe that those of us who fancy ourselves black swan watchers are
Excuse Me, But Your Tails Are Getting Fatter
I talk quite a bit about tail risk. One of the biggest mistakes an investor
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