Well, Is There A Future Or Isn’t There?
“Yeah, sport, I know there’s a blizzard.”
“Yeah, sport, I know there’s a blizzard.”
“Liquidity will flow into whatever momentum trade emerges as the winner.”
We’ve entered a not-so-brave new world, that’s for sure.Â
They told us to “look through” it. And so, we did.
“Black & white memories”.
It’s perilous.
Over the past several weeks, central banks globally have been keen to emphasize the extent
“God willing and coronavirus willing”.
One more time: It’s much safer out there when the dollar isn’t going vertical.
“…the response evolves initially from under-reaction, then overreaction and then converges closer to an optimal response.”
“I think Easter Sunday — you’ll have packed churches all over our country”.
“We can’t shut the economy”.
Historic equity underperformance stokes expectation of massive rebalancing bid for stocks.
“I mean, seriously Jon, let’s get real, what do you want me to do?”
“Yet, without fresh capital, businesses will fold”.
“The package is coming in at about 10% of GDP. It’s very large”.
“So what happens next?”
You can’t get rid of the Babadook.
“I believe that investors are realizing that, in fact, this dual ‘Left Tail’ is now clearly about to dictate a ‘new world order'”.
The situation is fluid.
Pride goeth before destruction, and an haughty spirit before a fall.
“Equities players voice no desire to even think about playing offense”.
Now this a “whatever it takes” moment.
The drama continues.
“USTs are a ‘broken market’”, Nomura’s Charlie McElligott writes, in a Thursday note recapping some
You must be logged in to post a comment.