Of Dollars And Yuan.
What kind of dollar weakness are you, anyway?
What kind of dollar weakness are you, anyway?
Powell gave the market an inch, and now it wants a mile.Â
“If we are indeed nearing the point where the Fed stops tightening (both QT and Fed Funds), should this offer investors confidence”?
Quantifying the contribution of various factors to the selloff via a news-based event-study approach.
“Predicting Powell’s moves in the upcoming quarters will mean more than trying to come up with a fair value for financial assets.”
Patience is a virtue.
Waiting on “a message”.
All in all, not a bad day.
The new week is coming.
“Buzzwords” and buzzkills.
That’s a blockbuster.
“Instead, already fragile sentiment was undermined”…
“Juuust a bit outside.”
At least we know what 2019’s consensus longs are.
“We are almost there!”
Steel (slat) yourself.
Are reports of the Fed put’s demise greatly exaggerated?
“…it’s consistent with the strike of the Fed put around 2400.”
This isn’t the best news for the BoJ.
“A prudent, preemptive measure.”
And now, more broken markets.
“The banks all confirmed ample liquidity is available”…
We are now living in a collage of surreal fantasies, each of which could serve as the plot for a thriller.
A visual (and narrative) odyssey.
Pulp Fiction, anyone?
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