‘The Next Phase Of The Ice Age May Have Arrived’: Albert Edwards Revels In ‘Explosive’ Bond Rally
“Bond rally and curve inversion confirms Ice Age thesis is alive and well.”
‘We’re Not Happy, To Put It Mildly’: Barr Stonewalls Congress On Mueller Report
“I’m very disturbed by that”.
‘Feel The Market’.
Bullet dodge?
Sycophants And Party Stories
“Well, I should say that used to be Powell’s belief because Trump beat that out of him.”
‘The Salamander’s Tail (Risk) Has Regenerated!’, One Bank Literally Shouts
“…we are old, indebted and unequal”.
In Turkey: Meltdown.
If you’re surprised, don’t be.
‘Crazy, Raging’ Rates Moves Set To Spook Risk Assets Again
“Foaming at the mouth”.
Stephen Moore Calls For Immediate 50bp Rate Cut, Was ‘Really Furious’ At Jerome Powell In December
“I was furious — and Trump was furious too.”
Wondering What Marko Kolanovic Thinks About Friday’s Curve Inversion? You’re In Luck…
If history is any guide, stocks will do well for “up to 30 months”.
What Does An Inverted Yield Curve Mean For Trump In 2020? History Says This…
“Currently, the curve’s message is rather simple”.
‘A Cover Story For The President’: Administration Officials Lied To Public About North Korea Tweet
When foreign policy by Twitter decree goes wrong…
Nomura’s McElligott Says Market Is Waking Up To Likelihood Of ‘Guns Blazin” Fed Easing
“I continue to believe the largest catalyst for last week’s front-end inversion spasm was the market’s realization that”…
‘I’ve Always Struggled With The Inversion Fascination’
Not everyone is convinced Friday started the countdown to the apocalypse.
As House Chairs Give Barr April 2 Deadline, Trump Sends Advisory ‘Memo’ To ‘Television Producers’
“You should begin by asking”…
One Trader Explains Why This Time May Be Different
“I was trying to figure out a way to couch this without uttering those most expensive four words in the investing language.”
‘Expect The Unexpected’: One Bank Ponders Peak Plutonomy, Peak Polarization, MMT And 70% Taxes
“Bulgakov’s cat, Behemoth, played chess and took trams.”
Don’t Use The ‘Ghost Of 2015’ As An Excuse To Enter Notorious Bund Widowmaker, Goldman Warns
“…the only all-weather EUR safe asset”.
His Victory Complete, Trump Faces A New Challenge: Defining ‘American Autocracy’
In a sense, the President’s exoneration in the special counsel probe isn’t wholly surprising.
Nomura’s McElligott On ‘QE-Lite’, Friday’s Rout And, Of Course, CTA ‘Trigger’ Levels
“Back in the bond-buying business”.
Global Growth Fears > Mueller.
“No collusion”, but no growth either.
No Collusion, No Obstruction.
The wait is finally over.
As Bonds Find ‘Best Friends’, Stocks Grapple With Inversion Freakout
…famine, pestilence and, naturally, locust plagues.Â
‘The Frogs Were Boiled’, So What’s Next?
One bank is bullish, but “not foolish”.
On Tenterhooks.
Awaiting the “principal conclusions”.
What Marko Kolanovic Thinks About ‘Current Market Fears’
“…some of the fears are justified more than others.”
Deutsche’s Kocic: ‘In The Current Paradigm, Calm Markets Cause Volatile Politics’
Markets remain calm despite political uncertainty. How many times have you heard that statement or
Bobby Three Sticks.
“No collusion, no collusion”.
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