Hope Springs Eternal As Shutdown Risk Fades, Xi To Meet Lighthizer, Mnuchin
“Please Mr. President”…
Nomura’s McElligott Talks Tuesday Stock ‘Grab-In’, Volatility, QT And More
Around the cross asset universe in 1,000 words.
Morgan’s Mike Wilson Explains The ‘Simple’ Reason The Fed Can’t Save Stocks
“…we suspect that neither is a bullish signal for equities.”
Why One Trader Is Putting On The Same Trade That Sank Bill Gross
“It’s nothing personal Bill.”
Trump ‘Not Happy’ With Bipartisan Shutdown Deal, May ‘Let China Slide’ On Trade Deadline
“…it’s all gonna happen where we’re gonna build a beautiful, big strong wall.”
The World Has A New ‘Most Crowded Trade’ – And The Same ‘Biggest Tail Risk’
For the first time in survey history…
‘Big Fat Buyers’ Strike’: Global Equity Allocations Dive In Latest Edition Of Popular Survey
This, despite the best start to a year for stocks since 1987.
Is Tuesday The Day The Dollar Snaps Its Best Rally Since 2016?
…there’s still “not much else to like”, though.
Lawmakers Reach Deal To Avert Shutdown, Includes $1.375 Billion For Border Barriers
“We think so, we hope so.”
BTFD Nostalgia: YTD Volatility Drop Among Largest Since 1928
A sight for sore eyes.
Morgan Stanley’s Mike Wilson: ‘The Earnings Recession Is Here’
“…volatility will likely rise meaningfully.”
One Bank ‘Understands Why Investors Are Turning More Cautious’ After Blockbuster January
If you’re not feeling particularly inspired about risk assets to start the week, you’ll be forgiven.
‘Chocolate Cake Diplomacy’ To The Rescue?
“Progress” is in the eye of the beholder.
Bondholders Aren’t Getting Paid Again In China
Make Chinese borrowers default again.
Impasse, 3 Ways: Full Week Ahead Preview
Stalemates, everywhere.
Debt Ceiling D-Day
Fair warning.
Welcome To Campaign 2020: Warren Makes It Official, Trump Maybe-Mocks Trail Of Tears
“See you on the TRAIL”.
Paul Revere And The Recession Narrative
“The recession is coming, the recession is coming!â€
Earnings Recession Ahoy?
Paging Mike Wilson: it looks like that earnings recession call might prove prescient.
Bears Resurface As Recession Fears Linger, Dollar Puzzle Emerges
The mood has soured.
Matt Whitaker Doesn’t Know What You Mean By ‘Yes Or No?’
Matt Whitaker testified on Capitol Hill Friday and predictably, it was painful to watch.
Chasing The Dragon: A ‘Blink For The Ages’
An “epic” reversal and the limits of “string pushing.”
The Sum Of All Fears: What Happens If All The Tail Risks Are Realized?
“… a realized turn for the worse.”
‘I’ll Use A Bullet On Him’: US Intercepts Reveal Saudi Crown Prince Plotting Khashoggi Murder
The timing leaves something to be desired if you’re the White House.
Democrats To Subpoena Trump Tower Phone Records
Adam Schiff moves fast.
You must be logged in to post a comment.