Surprise: China Tips More Stimulus As Economy Falters
We’ll see what the half-life on this is.
Need Another Excuse To Short The Dollar? CTAs’ Extrapolated Longs Will Do!
Now if only Trump would let the government open…
Ok, Sure! I’ll Take A Look At That Fed MBS Runoff Vs. S&P Returns Note…
Let’s do some math-ing.
Local Geriatric Denies He Works For Russia, Will Serve College Kids ‘Burger Kings’ And ‘Some Pizza’
“I never worked for Russia.”
Nomura’s McElligott Weighs In On China, Stocks And Reflation Skepticism
Predictably, markets start the new week torn.
World Reacts To China’s December Trade Fumble
This will likely get worse before it gets better.
China’s December Trade Data Is, Well, Not Great…
“Juuust a bit outside.”Â
Standard Indices, The Madness Of Crowds And The Case For Equal-Weighting
“Herein lies the problem with market based indices. They are subject to the madness of crowds.”
Politics As Usual: Full Week Ahead Preview
Risk on, but for how long?
‘Noise’: One Bank’s Take On US Politics In 2019
The political landscape stateside is a bit fraught right now – maybe you noticed.
Putin, Pirro And Pandemonium: Trump Clings To Power As Treason Talk Gets Louder
“It’s the most insulting thing I’ve ever been asked.”
No Biggie, But Turns Out F.B.I. Opened A Secret Probe To See If Trump Is A Literal Russian Agent
Do take a moment to appreciate the gravity of this.
Trump’s Shutdown Is Now Longest In US History – Are We ‘Great Again’ Yet?
Make shutdowns long again.
Goldman Warns On S&P Earnings Downside From Deteriorating Macro Outlook
The coming “litmus test”.
Dissecting The ‘Incredible’ Junk Rally And The Case For A 24-Pound Bucket Of Mac-&-Cheese
Frantic rallies, tactical bounces and out of stock emergency hedges.
Of Dollars And Yuan.
What kind of dollar weakness are you, anyway?
Going ‘Ex Liquidity’ And A Macabre Celebration At TINA’s Funeral
“…cash ’embarrassed’ so many asset classes in 2018.”
‘Retail Flush’, Two Ways
This is the vaunted “wealth effect” – only in reverse.
It’s All Fun And Games Until Someone Asks About The Balance Sheet
Powell gave the market an inch, and now it wants a mile.Â
Local Septuagenarian Berates ‘Crazy Young People’ On Lawn, Promises To Build 2,000-Mile-Long Invisible Steel Wall To Prevent Gang Invasion
“… they don’t give a damn about gang members stabbing people and cutting people up.”Â
Shiny Doorstops Great Again! Goldman Lifts Gold Price Target
“Worth its weight in”…
Albert Edwards Says It’s Too Late For Fed To Save Stocks, While One Strategist Delivers Curve Causality Counterpoint
“If we are indeed nearing the point where the Fed stops tightening (both QT and Fed Funds), should this offer investors confidence”?
What Caused The Q4 Stock Market Crash? Let’s Ask The News Team!
Quantifying the contribution of various factors to the selloff via a news-based event-study approach.
Why One Trader Became A Fed-Watcher
“Predicting Powell’s moves in the upcoming quarters will mean more than trying to come up with a fair value for financial assets.”
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