Adios Muchachos?
“…the speed of the recovery and the resulting moderation in volatility have been impressive.”
Trump Has ‘Great HealtCare’ Plan But He Needs To Keep It A Secret Until You Re-Elect Him
Great things are happening – the president just can’t tell you what they are right now.
Nomura’s McElligott: ‘Carry Mania’ Is Back As Central Bank Vol. Suppression Returns ‘With A Vengeance’
“It all comes down to the renewed ‘Carry is King’ worldview in light of central banks being scared of their own shadows.”
Listless Drifting Amid RBA Tasseography, Crypto Surge, Brexit Burnout
Finally, you know it’s a languid day when cryptos are back in the news
April Fools And The Teleportation Of Volatility
Is the kind of euphoria we saw on Monday justified?
Meanwhile, In Trumplandia, It’s Subpoena Time…
Donald Trump will have his battles, one way or another.
On Simultaneous Surges.
When it all goes right.
Is It Really ‘2016 All Over Again’?
“If only…”
Off And Running.
“Equities are ‘foaming at the mouth’ to start the week”…
Trump Voters Will Surely Render Sound Verdict On President’s ‘Ethics’, Right Mick?
“Ethics”, Mick. “Ethics.”
Borderline: Full Week Ahead Preview
Bonds, borders and balderdash.
China Kicks Off Key Week For Global Economy With Good News
“Stabilizing at a low level”.
‘Binary Risks’ And Melt-Up Catalysts.
Think: China. It’s always China.
‘It Depends On How The Jaws Close’: What Goldman’s Clients Are Talking About This Week
Rates, the economy and the prospect of an “earnings recession.”
The Gamma See-Saw: Deutsche’s Kocic Explains This Week’s Biggest Market Story
“…a distinct déjà vu vibe.”
Coming In ‘Mid-April’ To A Theater Near You: The Mueller Report
“…everyone will soon be able to read it on their own”.
Nomura’s McElligott Waves ‘Goodbye To March Pullback Window’, Says ‘Hello To ‘April Party Time’
With a caveat (or three).
Larry Kudlow Joins Fellow Stooge Moore In Calling For ‘Immediate’ Rate Cuts To Rescue ‘Quite Healthy’ Economy
We’d say “you heard it from Larry first”, but that wouldn’t be true.
Trump Says He’ll Close The Border ‘Next Week’, Blames Democrats, Thieving Mexicans
“This would be so easy for Mexico to do, but they just take our money and ‘talk.'”
Win, Lose Or ‘Pause’: Waterboarding History
“If history hasn’t ‘talked’ by now”…
Trump Rampages Through Grand Rapids, Calls Adam Schiff A ‘Pencil Neck’ In Profanity-Laced MAGA Rally
Here is what demagoguery looks like…
When Bond Markets ‘Go Mad’
“The difference, of course, being that the all-knowing property of stocks has now moved to bonds.”
Adam Schiff Wants To Know If Everybody Has Completely Lost Their Minds
“I don’t think this is ok.”
Nomura’s McElligott Talks ‘Now Or Never’ Moments, Surging Rates Vol. And April Analogs
“Thus, the pullback window has to happen now.”
If You Have Questions About That $75,328.80 Stephen Moore Owes The IRS, Ask His Wife
Moore really wants to settle this, but he’s caught in a Kafkaesque bureaucracy.
Donald Trump May Have To Charge ‘Some People Out There’ With Treason
“It was treason. It was really treason.”
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