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Featured

Weekly: Melodrama

November 7, 2026November 7, 2026
  • ‘Dem Fatale’ Crashes The AI Party

    November 6, 2026November 6, 2026
  • Inflation Fatalism Has Set In

    November 6, 2026
  • Drunken Monkey Darts

    November 6, 2026November 6, 2026

Markets

On Wall Street: Crash And F’in’ Burn

November 5, 2026November 7, 2026
  • Did Democrats Just Kill ‘New 60/40’?

    November 5, 2026November 6, 2026
  • Um, Excuse Me, But Your Chips Are Bleeding

    November 5, 2026November 6, 2026
  • Deus Ex Machina?

    November 4, 2026November 5, 2026
  • The Capex Catch-22

    November 3, 2026November 4, 2026

economy

‘Tis The Season! For Temporary Fulfillment Jobs

November 5, 2026November 6, 2026
  • Senseless Iran War Triggers BoE Hike, 5% Inflation Warning

    November 5, 2026November 5, 2026
  • Irrepressible

    November 4, 2026November 5, 2026
  • In Other News: Scorching ‘Job Changer’ Pay Gains, AI Disruption

    November 4, 2026November 5, 2026
  • Someone’s Got Work For You

    November 3, 2026November 4, 2026

Geopolitics

Tsunami

November 4, 2026November 5, 2026

Let’s Talk Blue Waves

November 1, 2026November 2, 2026

Lagarde Versus Le Pen?

October 29, 2026October 30, 2026

Duly Noted

US Jobless Claims Chase History

November 5, 2026November 7, 2026

An ARM And A Leg

October 28, 2026October 30, 2026

Nomura’s McElligott Delivers Unified Theory Of Pretty Much Everything, Calls For ‘Violent Short Squeeze’ In Stocks

December 10, 2018December 10, 2018

Any questions?

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2 Comments on Nomura’s McElligott Delivers Unified Theory Of Pretty Much Everything, Calls For ‘Violent Short Squeeze’ In Stocks

If You Don’t Count Everything, Nothing Went Wrong For European Stocks On Monday

December 10, 2018December 10, 2018

Draghi is going to need to pull out all his tricks on Thursday.

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1 Comment on If You Don’t Count Everything, Nothing Went Wrong For European Stocks On Monday

Theresa May Opens Mouth, Says No-Deal Brexit Prep Now ‘Stepping Up’

December 10, 2018December 10, 2018

The brinksmanship here is getting dangerous.

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Leave a Comment on Theresa May Opens Mouth, Says No-Deal Brexit Prep Now ‘Stepping Up’

RBI’s Credibility Goes Up In Smoke As Urjit Patel Decides ‘Now’ Is As Good A Time As Any To Resign

December 10, 2018December 10, 2018

Undisclosed “personal” issues and such…

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3 Comments on RBI’s Credibility Goes Up In Smoke As Urjit Patel Decides ‘Now’ Is As Good A Time As Any To Resign

Brexit Goes From Raging Dumpster Fire To Dunkirk

December 10, 2018October 23, 2021

Train wreck.

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The Best-Laid Plans: Full Week Ahead Preview

December 9, 2018December 9, 2018

“…often go awry.”

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Leave a Comment on The Best-Laid Plans: Full Week Ahead Preview

Nick Ayers Pulls A Forrest Gump On Trump, Mnuchin Now In Running To Replace John Kelly

December 9, 2018October 23, 2021

Run away!

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5 Comments on Nick Ayers Pulls A Forrest Gump On Trump, Mnuchin Now In Running To Replace John Kelly

‘Witching Hour’ FX Brexit Prep Conjures Ghosts Of Flash Crashes Past

December 9, 2018December 9, 2018

Fragility and such.

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1 Comment on ‘Witching Hour’ FX Brexit Prep Conjures Ghosts Of Flash Crashes Past

Trump Is ‘Glued’ To The Stock Market -And He’s Running Out Of Excuses

December 9, 2018December 9, 2018

“…it’s amazing what happens when a businessman is allowed to run the economy.”

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10 Comments on Trump Is ‘Glued’ To The Stock Market -And He’s Running Out Of Excuses

China Summons U.S. Ambassador In Huawei Standoff, Accuses Washington Of ‘Violating The Rights’ Of Chinese Citizens

December 9, 2018October 23, 2021

The U.S. has violated the “legitimate rights and interests of Chinese citizens”.

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3 Comments on China Summons U.S. Ambassador In Huawei Standoff, Accuses Washington Of ‘Violating The Rights’ Of Chinese Citizens

China’s November Trade Data Proves Everyone Is Losing In Trump’s Trade War

December 8, 2018October 23, 2021

The “front-loading” just wore off.

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1 Comment on China’s November Trade Data Proves Everyone Is Losing In Trump’s Trade War

John Kelly Just Couldn’t Take It Anymore

December 8, 2018October 22, 2019

“I don’t know if I can say retiring”…

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6 Comments on John Kelly Just Couldn’t Take It Anymore

‘Through The Looking Glass’: Aleksandar Kocic And The Fed In Convexity Wonderland

December 8, 2018April 18, 2020

“A new perspective on monetary policymaking in the post-crisis world.”

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4 Comments on ‘Through The Looking Glass’: Aleksandar Kocic And The Fed In Convexity Wonderland

From Tillerson To Barr To Mueller, A Mind-Bending Recap Of Trump’s Frantic Friday

December 7, 2018December 8, 2018

Friday started out like any other day for the Trump administration…

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10 Comments on From Tillerson To Barr To Mueller, A Mind-Bending Recap Of Trump’s Frantic Friday

It’s A Sad, Mad, Sad, Mad World.

December 7, 2018December 7, 2018

An unfortunate state of affairs.

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Marko Kolanovic Delivers 2019 Outlook And It Is Quite Something…

December 7, 2018January 8, 2022

A truly incisive critique from the Street’s most celebrated analyst.

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16 Comments on Marko Kolanovic Delivers 2019 Outlook And It Is Quite Something…

From Vienna With Love: OPEC Delivers, But Cuts Unlikely To Please One ‘Strategist’

December 7, 2018December 7, 2018

Now commence the OPEC tweets.

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oil, OPEC3 Comments on From Vienna With Love: OPEC Delivers, But Cuts Unlikely To Please One ‘Strategist’

Jobs Report Misses Lowest Estimate, Wage Inflation Cools

December 7, 2018October 24, 2021

You wanted “dovish” data, here’s some.

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Leave a Comment on Jobs Report Misses Lowest Estimate, Wage Inflation Cools

John Kelly Resignation Imminent (Again)

December 7, 2018October 24, 2021

Will he finally do it? Stay tuned.

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1 Comment on John Kelly Resignation Imminent (Again)

Here’s The Narrative – Now How Will November Payrolls Fit In?

December 7, 2018December 7, 2018

Tell me a story. And then fit this data into it.

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Leave a Comment on Here’s The Narrative – Now How Will November Payrolls Fit In?

Trader: The Fed Finally Broke Something

December 6, 2018December 6, 2018

“Bond traders are smarter. They just are.”

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2 Comments on Trader: The Fed Finally Broke Something

Trump Now Taking Hostages, Will Use Huawei CFO As ‘Leverage’ In Trade Talks

December 6, 2018December 7, 2018

This is a bad idea.

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Thursday’s Big Story Wasn’t WSJ’s Fed ‘Scoop’ – It Was The Short-End Circuit Breaker

December 6, 2018December 6, 2018

Let’s get to the real story from Thursday, ok?

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2 Comments on Thursday’s Big Story Wasn’t WSJ’s Fed ‘Scoop’ – It Was The Short-End Circuit Breaker

Here’s An OPEC Stalemate Rant.

December 6, 2018

Color me skeptical.

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oil, OPECLeave a Comment on Here’s An OPEC Stalemate Rant.

European Stocks Will Fall Most Since Brexit & U.K. Stocks Will Turn Negative For The Century, If It Pleases The Court…

December 6, 2018December 6, 2018

“Not good, not good.”

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2 Comments on European Stocks Will Fall Most Since Brexit & U.K. Stocks Will Turn Negative For The Century, If It Pleases The Court…

Nomura’s Charlie McElligott, Now Officially A Star, Delivers Sweeping Defense Of Infamous Tuesday CTA Crash Call

December 6, 2018December 6, 2018

Comin’ through!

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1 Comment on Nomura’s Charlie McElligott, Now Officially A Star, Delivers Sweeping Defense Of Infamous Tuesday CTA Crash Call

Here’s What You Need To Know About Thursday’s Farcical OPEC Meeting

December 6, 2018December 6, 2018

“… we’ve had no discussion with the U.S. on oil price levels.”

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oil, OPECLeave a Comment on Here’s What You Need To Know About Thursday’s Farcical OPEC Meeting

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Monthly Letter

  • The Arbitrageur

Recent Comments

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Monthly Letters

The Arbitrageur

October 29, 2026October 29, 2026

To Be Happy

September 4, 2026September 4, 2026

Hell Or High Fashion

July 3, 2026July 3, 2026

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