Bring An Umbrella: Here’s How To Hedge 3 Near-Term Risks
So there you go. Bring an umbrella.
So there you go. Bring an umbrella.
Lots of “tremendous” news in here.
Marko Kolanovic – a.k.a. “Gandalf”, a.k.a. the “half-man, half-God” – has a new note out and it’s great.
Sustainable rally or dead cat?
Another one bites the dust.
Oh well, at least space is safe.Â
Let’s see, where do we start with the crazy?
It looks like our best and last hope is Larry Kudlow – I bet you never thought you’d have to say that.
Trade banter and CPI. That is all. Or at least all we know.
A Dennison special, to be sure.
After all, she’s got a habit of hanging out with and implicitly taunting bears…
“I’m a little bit more fatalistic. You know, we have come to accept that financial markets are driven by people and by policies and by personalities. And, what is Chairman Powell going to do? What will President Trump tweet next? As if they were in charge. Well perhaps sometimes they are not in charge.”
But don’t tell any “very stable geniuses” that. Because they might be inclined to try and prove you wrong.
Well, what can you say about this week?
In any event, here is some of the early analyst commentary that will of course continue to trickle in throughout the day from whoever hasn’t already headed out to the bar (which is where I would have been by now on a payrolls Friday were this two years ago).
U.S. Feb. Nonfarm Payrolls Rose 313k
Avg. hourly earnings Y/y 2.6%
Headlines aplenty and a man on fire.
“The only scenario that really hurts gold is a strengthening economy that has the Fed continuing to try to get ahead of the curve. I don’t know about you, but I am a seller of both of those possibilities.”
Ok, let’s just step back for a second and take stock of everything that’s happened in the past 72 hours.
If the best thing Peter said was that he wasn’t in the running to take Gary’s position, the worst thing he said was this…
It looks you’re all The Bruce Dickinson and Gary Cohn is your “cowbell” on Wednesday.
Ignoring this would be “a mistake”.
You can expect this to weigh heavily on risk sentiment.
“Am I wrong?”
Believe it or not, that’s actually an “in defense of Trump” comment.
“Nationalism is war.”
Donald Trump is up and he wants you to know that he’s got trade on his mind.
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