A “Soggy” Bottom Morning
“Soggy US housing starts and soggy industrial production data just reinforced the soggy message from last week’s figures, and with it the growing sense that the inflation peak is earlier and lower than many feared.”
Search Results for: franc
Goldman: About That “Top” Long Dollar Trade – Fuck It.
Those who, like me, are in the maddening habit of tracking markets on a minute-by-minute
French Fries: “Everyone Is Petrified”
Everyone is petrified. The challenge for each of the four candidates is to seek new votes without alienating their base. French voters are like fish, like eels — very slippery.
Dude, Relax: Stanley Fischer Doesn’t See Any Risk Of Another Taper Tantrum
Well, I’m by no means sure that anyone cares on a lazy, post-holiday-weekend Monday, but
SocGen’s Kit Juckes Is “Back From The Alps”: Here’s His Quick Pocket Guide To An Uncertain Market
The tough thing about a market dominated by geopolitical concerns is that geopolitics is country- or at least region-specific. There’s nuance, idiosyncrasies, thousands of years of history peculiar to this country or that, religious undercurrents, etc., etc. You have to take all of that into account when trying to make sense of markets in the context of multiple geopolitical powder kegs.
Turkey Referendum: Everything You Need To Know About This Weekend’s Biggest Geopolitical Event
“Tomorrow is very important, you must absolutely go to the polls,” Erdogan urged the crowd. “Don’t forget that the vote is our honor.”
It’s Time For A “Tactical Rally” In Bond Markets: Deutsche Bank
If last week marked the “throwing in the towel” moment for Deutsche Bank’s Dominic Konstam with
As Trump Ponders 50,000 Troops In Syria, Here’s A Little Perspective On ISIS
Let’s just be clear about one thing: the idea that retaking Raqqa from Islamic State
Pardon My French: “Words Speak Louder Than Actions”
Do you speak French?
White House: “Overwhelming Evidence” Russia Trying To Cover Up Syria Gas Attack
“The Syrian regime and its primary backer, Russia, have sought to confuse the world community about who is responsible for using chemical weapons against the Syrian people in this and earlier attacks.”
Here’s How To Trade The Biggest Political Event Risk In The Developed World
On Monday we brought you the latest from France, where fast approaching Presidential elections have
#Thiswasabadidea: Amid All Kinds Of War, Janet Yellen Takes To Twitter To Calm Nervous Markets
Oh what a difference three days and one Dudley makes. See, you (and a whole
Deutsche Bank’s Kocic Delivers Stark Warning: Beware Populist “Buyer’s Remorse”
“The initial embrace of populism has gained traction based largely on a belief that political disruption, as a mode of change, deserves the same status that creative destruction used to have in the post industrial era with resulting political entropy becoming one of the main sources of market volatility.”
Syria Airstrikes: A Bullet Point Summary Of The World’s Reaction
Here’s a rundown of pretty much everything you need to know in terms of who said what over the past seven or so hours. Most of this is predictable, but nevertheless you should keep yourself apprised.
“Winter’s Over, But Volatility Is Still In Hibernation”: One Bank Answers Your VIX Questions
“Lowest vol Q1 since 1965. There are many stats we can point to about how low volatility has been year-to-date, and most tell the same story: we’re again approaching some of the pre-financial crisis lows in implied and realized vol.”
Watch Those Minutes. ADP Ahoy! Le Pen Loses Her Sh*t. And More On A Fun Wednesday
“Let’s not forget where we’re coming from,†he shouted, struggling to be heard over his rival. “You have been repeating the same lies for 40 years — those your father used to tell.â€
This Is “Highly Uncertain”: Deutsche Bank Weighs In On Tantrum Risk
Earlier today, we brought you the latest from Bloomberg’s Richard Breslow, who warned that the
Trump To FT: Will Take On North Korea Alone, Tweets Are Fine, No Regrets, Kiss My Ass
“Mr President, you use a language which is more abrasive than many of your predecessors . . .”… I would say. I hope so.
What Do Government Bond Yields Know About The French Election That Everything Else Doesn’t?
“It would appear that the OAT-Bund spread is lagging relative to volatility measures in equity markets in response to the reduction in French election risk.”
Goldman Answers The $100 Billion Question: “Why Is Loan Growth Collapsing The Most Since 2008?”
“The sharp deceleration in commercial and industrial loan growth has generated a sense of cognitive dissonance among market participants, who are otherwise confronting generally encouraging growth data.”
Chart Check: “Le Pen Risk” Falls To Lowest In 5 Weeks
Is the Le Pen “tail risk” becoming more tail risk-ish?
“Do You See What Happens?!” One Bank Explains The “Implications” Of Failure Friday
“What are the asset pricing implications of what happened on Friday?”
It’s Falling Apart: Reflation Trade Shrivels Up And Dies As Markets Sour On Risk
Well, the dollar is under pressure on Monday, just as we said it would be
Mind The Cross-Atlantic “Gaps”: Your Week Ahead Preview
Earlier, we talked a bit about Donald Trump’s waning political capital and the extent to
OPEC, non-OPEC Committee Recommends Extending Supply Cuts: Everything You Need To Know
Some cartel folks had a meeting…
“Is There A Problem We’re Not Seeing?” – China’s Banking System Reaches “Tipping Point”
“The market is nervous about the impact. Everyone is wondering, ‘could there be a problem we’re not seeing?’, or ‘will there be some punishment that forces an institution to dump assets? Then banks get cautious and stop offering loans.â€
One Bank Warns: The “Dark Side” Has Reappeared Just As “The Force” Looks Weak
“The dark side – protectionism – reappeared at the G20, just when the force – hope of a bold US fiscal plan – is looking weaker. This has hurt risk sentiment a bit, helping bonds find their feet. We see that as temporary profit taking on crowded trades, rather than a fullblown reversal.”
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