From Tillerson To Barr To Mueller, A Mind-Bending Recap Of Trump’s Frantic Friday
Friday started out like any other day for the Trump administration…
It’s A Sad, Mad, Sad, Mad World.
An unfortunate state of affairs.
Marko Kolanovic Delivers 2019 Outlook And It Is Quite Something…
A truly incisive critique from the Street’s most celebrated analyst.
From Vienna With Love: OPEC Delivers, But Cuts Unlikely To Please One ‘Strategist’
Now commence the OPEC tweets.
Jobs Report Misses Lowest Estimate, Wage Inflation Cools
You wanted “dovish” data, here’s some.
John Kelly Resignation Imminent (Again)
Will he finally do it? Stay tuned.
Here’s The Narrative – Now How Will November Payrolls Fit In?
Tell me a story. And then fit this data into it.
Trader: The Fed Finally Broke Something
“Bond traders are smarter. They just are.”
Trump Now Taking Hostages, Will Use Huawei CFO As ‘Leverage’ In Trade Talks
This is a bad idea.
Thursday’s Big Story Wasn’t WSJ’s Fed ‘Scoop’ – It Was The Short-End Circuit Breaker
Let’s get to the real story from Thursday, ok?
Here’s An OPEC Stalemate Rant.
Color me skeptical.
Here’s What You Need To Know About Thursday’s Farcical OPEC Meeting
“… we’ve had no discussion with the U.S. on oil price levels.”
Chinese Shares Not Amused With S&P Futures Crash, Huawei Arrest
It all started with an overnight plunge in S&P futures…
‘China Will Take Hostages’: Huawei CFO Arrest Grabs Top Billing For Nervous Markets
“…the tension between the two sides is rapidly escalating.”
What’s Behind The Flash Crash In S&P Futures?
Liquidity appears to be a problem.
A Behind-The-Scenes Look At The Great November Oil Collapse
If you’re in the mood for more CTAs and gamma effects, you’re in luck.
As OPEC Tips Production Cut, Trump Reminds Saudis He Doesn’t ‘Want Or Need’ Higher Oil Prices
Will the cartel tempt fate?
‘Sad Nonsense’: A ‘Whodunit?’ Guide To Tuesday’s Wall Street Mayhem
Line up the usual suspects.
As ‘Tariff Man’ Doubles Down, Chinese Domestic Demand May Be Kryptonite
“…we will be charging major tariffs.”
Don’t ‘Lock Him Up!’ Mueller ‘Pardons’ Michael Flynn, Thanks Him For ‘Substantial Assistance’
Unfortunately, the “best” parts are redacted.
Post-Mortem.
It’s autopsy time.
Ban Bond Trading: Curve Inversions & The Reality Distortion Loop Of Reverse-Engineered Growth Slowdowns
“Why are you wearing that stupid trader suit?”
On Wall Street: Midday Massacre
So much for the G20 bounce.
‘Cash Is Better Than Stocks For The First Time In A Decade’: ‘TINA’ Now Suffering Daily Beatings
Let’s go over this for the hundredth time.
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