‘The Crown Prince Is Out Of Control’: U.S. Senate At Wits’ End With Saudis, Yemen War
“…we’ve watched innocent people be killed.”
‘Buenos Aires, Not Vienna’: Oil Traders Brace As G20 Seen More Critical Than OPEC Gathering
You don’t have to be a political scientist or an oil trader…
‘I Expect Them Before Christmas’: Trump’s Auto Tariffs Now Appear Foregone Conclusion
“The U.S.A. is booming!”
One Trader Delivers Bad News For Twitter’s Top Commodities Strategist
“Well, unfortunately for the President, there is a relationship between energy prices and economic growth, and it is indeed negatively correlated, but the lag is long.”
If You Already Sold It All, You Don’t Need To Hedge…
Right up until Wednesday at lunchtime, there was a lot of fear out there.
Synthetic Short Gamma, More CTA Levels And ‘The Moment Everything Broke’
“The local pain-trade remains Equities higher.”
And So, Just After Lunch On November 28, The ‘Powell Put’ Was Born…
I suppose the history books will read as follows…
Dovish Jerome Powell Walks It Back And The Market Loves It
Is this what you were looking for?
Confusion Reigns As Goldman Swears Everybody Is Reading Fed Wrong
“…we appear to be morphing into that point of the cycle where you need an advanced degree in semiotics and textual analysis to ‘understand’ what the central bank is saying.”
Let’s Count All The Ways Steve Mnuchin’s Secret Fed Policy Straw Poll With Bond Dealers Is Absurd
“Ok you guys, show of hands”…
Trump’s Infallible ‘Gut’ Is ‘Not Even A Little Bit Happy’ With ‘Jay’ Powell, Ok?!
“…the Fed is way off-base.”
Rotten Apple: When One Company Becomes Synonymous With The Macro Story
Sorry to employ a bad (and horribly obvious) cliché, but…
Man Who Bankrupted Six Businesses Threatens To Cut Subsidies To General Motors On Twitter
You can expect this to get far, far worse.
As G20 ‘Binary Nightmare’ Looms, Here Are The Key CTA Levels To Watch
“Yeah…this is gonna be a binary nightmare to trade.”
2018’s Star Analyst Makes The Case For A 2019 Earnings Recession
There’s a simple formula.
Albert Edwards Preps ‘Forecaster Of the Decade Award’ And Other Fed Musings From SocGen
“…if the Fed indeed stops tightening after the December hike, Solomon will be spot on.”
From Black Monday To The Dot-Com Bust To The GFC: A Visual History Of The S&P After Rate Cuts
“Was there ever a time when the Fed cut rates and stocks screamed higher immediately? Nah.”
‘They Better Damn Well Open A New Plant’: General Motors As Public Enemy No. 1
“It’s not going to be closed for long, I hope, Mary, because if it is you have a problem.”
Trade Optimism Dashed As Trump Doubles Down, Threatens iPhone Tariffs
“If we don’t make a deal, then I’m going to”…
Mike’s Back: Analyst Who Predicted Tech ‘Rain Storm’ Releases 2019 U.S. Equity Outlook
The man with the plan.
Algos, Onions And Foreign Policy: Goldman Delivers Epic Critique Of Broken Commodities Markets
“This is simply unsustainable”.
Looking For Something To Fade? Monday’s Furious Rally In Italian Assets Will Do
You’d be forgiven for being skeptical.
Bear Market Bounces And CTA Pinball Ahead Of Event Risk-Strewn Calendar
“This risk then becomes that today’s CTA Equities re-leveraging sees another de-leveraging wave”…
‘Do It By Bus, Do It By Plane’: Trump Calls On Mexico To Deport ‘Stone Cold Criminal’ Migrants
Donald Trump, logistics expert.
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