Nomura’s McElligott Outlines The Gap Higher ‘Force-In’ As Risk ‘Foams At The Mouth’
Don’t fade the risk rally just yet.
December Minutes Betray A ‘Patient’ Fed That May Hold Off On More Hikes
Patience is a virtue.
US Releases Official Nothingburger Statement On China Trade Talks
If Trump wants to rescue markets, he’s going to have to do better than this.
Rod Rosenstein All Set To Leave America At The Mercy Of Trump And William Barr
Rod Rosenstein has had enough, and you can hardly blame him.
‘V’ Is For ‘V-Shaped’
Waiting on “a message”.
It Is ‘Impossible’ For Turkey’s Erdogan To ‘Swallow’ John Bolton’s ‘Grave Mistake’, Ok?!
If you’re wondering how the ill-conceived Syria pullout is going, ask John Bolton.
Analyst Who Called Tech Selloff Says ‘Rolling Bear Market Is Complete’, But No All-Clear Just Yet
Remember: none of the above is in any way, shape or form “influenced” by Mike’s self-professed “Chicago Bears fanaticism”.
Goldman Slashes Global Bond Yield Forecasts On Stormy Growth Outlook – Now Cue The Cynics
“We believe 10y yields may have peaked for this cycle.”
What Does The Worst Slump In German Industry Since 2009 Have To Do With Samsung?
Connect the dots, la, la, la.
Another Big Bank Cuts 2019 S&P Forecast, But It’s The December Postmortem That’s Really Interesting…
Looking back and looking forward.
Who’s Still Hungry (For Risk)?
All in all, not a bad day.
What Are Stocks And Other Assets Saying About The Odds Of A US Recession?
Remember: anything is better than Larry Kudlow’s “models”.
‘Bending The Knee To Vigilante Markets’
“Once again”…
Salivating Masses Excited That ‘Infallible’ Bull & Bear Indicator Now Flashing ‘Buy’ Signal
Calm down, it’s not the “Big Low”.
China’s Latest Attempt To Rescue Sentiment Falls Flat
We’re gonna need more than that.
‘Growth Decelerated Notably’: Goldman Slashes Metals Forecasts As China Jitters Proliferate
It’s all about China data.
Fed Doves, Trade Hawks And Steel Walls: Full Week Ahead Preview
The new week is coming.
As Trump’s Economic ‘Miracle’ Dies, Short Dollar Is En Vogue
… I suppose the whole thing rests on who you want to fade.
Behavioral Finance, ‘Certainty’ As An Investment Style And Other Key Themes For 2019
“Buzzwords” and buzzkills.
Apple’s Guidance Cut Is Proof That Trump’s Trade War Is Coming Home
“…we see it as part of a much part of a much broader picture.”
Amid The Volatility, Here’s The Latest From Marko Kolanovic, Goldman On Systematic Flows And Liquidity Provision
The phenomenon is not only real, but in fact pervasive. There are, of course, caveats…
Emergency Powers, Coyotes, And Women Tied Up In Vans: Highlights From Trump’s Shutdown Press Conference
Just when you think it can’t possibly get any crazier…
Jay Powell Figures It Out, Reiterates Flexible Policy, Draws 2016 Yellen Parallel, Says Trump Can’t Make Him Resign
That’s better, Jay. A lot better.
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