Key Calls (Thursday): Upgrades, Downgrades & Initiations
Are your stocks on the list?
Are your stocks on the list?
First on Trump’s FX hit list: Switzerland?
“Let’s make it a bad souvenir”…
As political risk continues to dominate the headlines (even as US equities steadfastly refuse to
Investors and traders aren’t enamored with the January jobs number. And why should they be? After
It’s like they’re micromanaging this thing by the hour…
“Non-Farm Friday is no time to plead exhaustion,” Bloomberg’s Richard Breslow wrote earlier this morning
When it comes to floundering under the weight of legacy litigation costs (both real and psychological), nobody does it like Deutsche Bank.
I really didn’t want to have to do this…
One wonders if Navarro’s comments might just reflect the political biases of Steve Bannon, whose Breitbart News has been fanning the populist flames in Europe for years in an apparent effort to bolster the prospects of nationalist politicians in France, the Netherlands, and yes, Germany.
While it’s certainly tempting to focus squarely on the political upheaval that’s sweeping the United
Needless to say, I’ve spent a fair amount of time talking about currencies this year. As
On Monday evening I said I’d likely find myself talking about the dollar again first thing
One thing everyone wants to know: with all the geopolitical uncertainty out there, why is the
Regular readers will recall that if you’re in equities, one of your main concerns going
The amusing thing about this (to me anyway) is that it is to a certain extent emblematic of markets’ overwhelming tendency to misprice the tails. These pieces almost read like a guide to the unthinkable – “here’s what happens if everything just goes to complete sh*t”…
“Investors appear to be struggling to reconcile the policies of President-Elect Donald Trump with those of candidate Donald Trump”…
Traders put the brakes on the flight to safety bid on Wednesday as gold and the
“There is no point in blaming economic globalization for the world’s problems because that is simply not the case.”
The irony in all of this is that should Merkel lose the battle, the savior of Western democratic ideals may well end up being a communist…
Let’s see, in 2015 there was the Swiss franc in January, German bunds in April/May,
Since the election, these pages have been awash with commentary suggesting that the incoming Trump
Fake news?
The pound gets pounded while the RMB remains volatile. The offshore yuan posted its largest two-day decline since last summer.
One of the biggest stories of the past two months has been the sharp repricing
Whither the yuan…
There are a lot of things you can say about Heisenberg, but one thing you
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