Presenting, One Bank’s ‘Refi Losers’
Domino effects.
Once A Caver, Always A Caver?
“Funny how things change when Powell is staring down the barrel of a stock market decline that seemed to be spiraling out of control.”
‘Nobody Move, Nobody Gets Hurt’: Nomura’s McElligott Weighs In On Market ‘Standoff’ Ahead Of Key Events
For now, folks seem content to “rent” the risk rally.
As S&P Guns For Best January Since 1990, Risks Abound
Mind the land mines.
Maduro Faces Endgame In Venezuela
It’s almost over.
As Barr Waffles, Blumenthal And Grassley Vow ‘American People Will Have Access To The Full Story’ From Mueller
“Our legislation would guarantee that every Special Counsel does a report complete with findings and evidence – and that it be directly disclosed to Congress and the American people.”
Buybacks Of The ‘Highest Quality’ And More To Come (Says One Bank)
If you’re looking for a relatively positive narrative…
Trump Screams At ‘Gutless’ Howard Schultz, Says He Still Wants His Starbucks ‘Rent Money’, Though
Spoiler alert: Howard doesn’t care what Trump tweets.
Everything But The Kitchen Sink: Full Week Ahead Preview
To say the week ahead features a full docket would be to grossly understate the case.
Goldman Slashes Q1 US GDP Forecast (Again) Thanks To Shutdown
Well, the US is all set to get back to business this week…
In Brazen Move, EU Set To Officially Launch Iran SPV Designed To Circumvent Trump’s Sanctions
Now let’s see how Trump responds.
Obstacles To Trump’s Syria Plan Mount As Kurds Shelled, Israel Pushes Back
Donald Trump’s Syria plan is going “great”- in case you haven’t noticed.
Saudi Crown Prince Rinses Blood Off Hands, Asks For $425 Billion In Investment
After all, what’s a dismembered journalist among friends, right?
‘We Feel The Need To Shout About This Risk Even Louder’: Angels In Europe
Fallen angel risk, European style.
Cognitive Instability And The Fed’s ‘Addiction Liability’
“We are troubled with the opinions we have of things and not by the things themselves.”
Trump Caves, Agrees To Reopen Government With No Wall Money, Delivers Insane Rose Garden Presser
Brace yourself, the video clips are characteristically unhinged…
‘Fallen Angel Risk’ Still Front And Center Despite Bounce As $186 Billion Of Bonds ‘Migrate’ To BBB
…nobody wants to assign a high probability to what would be a catastrophic event.Â
Frank Pentangeli Cameo In Roger Stone Indictment Makes Bad Optics Immeasurably Worse For White House
“On multiple occasions, including on or about December 1, 2017, STONE told Person 2 that Person 2 should do a ‘Frank Pentangeli'”.
Sanders Says Stone Indictment (Which Has 29 Mentions Of The Word ‘Trump’) Has ‘Nothing To Do With Trump’
No, *you’re* the collusion.
As WSJ Tips ‘Earlier-Than-Expected’ End To QT, One Bank Assesses Impact On VIX, Rates Vol.
It’s time for another Timiraos “story”.
‘FBI. Open The Door’: Roger Stone Arrested, Charged With Obstruction, Witness Tampering
“Get to [the head of Organization 1] [a]t Ecuadorian Embassy in London and get the pending [Organization 1] emails”…
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