Crossing The Rubicon On Global Bond Yields
“The cost of global capital would rise further”…
A Terrible Trio Of Margin Headwinds For 2019
A triple threat.
30° Of Separation And Cheshire Cat’s Revenge
“We’re all mad here”.
Susan Collins Saves Kavanaugh Nomination, But At What Cost?
The fact that Kavanaugh’s fate was ultimately decided by a woman would have been poetic justice. But…
‘It’s The Steepener, Stupid’, And Why A ‘Rogue’ Inflation Beat Is The Biggest Tail Risk
As ever, the risk is that we get “proof” that fears of an inflation shock are not entirely unfounded.
Trump Says George Soros Is Funding ‘Elevator Screamers’
“#Troublemakers”
Asian Tech Stocks Smoked Amid Fresh Escalations In Simmering Trump-China Feud
All of this is going to inflame trade tensions.
Dollar Guns For Best Streak Of The Year Ahead Of Make-Or-Break Jobs Report
Can you feel the tension?
‘I Said Things I Shouldn’t Have Said’: Brett Kavanaugh Wants You To Know You Can Trust Him Now
“I hope everyone can understand that I was there as a son, husband and dad.”
Deutsche’s Kocic: ‘We’re Not Very Far From The Red Zone’ On Equity-Bond Correlations
“This is the most feared scenario. And, to make things interesting, we are not very far from this regime.”
‘Why Are Higher Yields Not Impacting Stocks Here?!’: Nomura’s McElligott Answers
“This is what happens when”…
Russia’s Notorious GRU Exposed In Choreographed Announcements From UK, Netherlands, Australia, U.S.
“The GRU’s actions are reckless and indiscriminate.”
Goldman Asks: How Likely Is A ‘Balanced Bear’?
“…the length of the current bull market in balanced equity/bond portfolios is now the longest on record.”
Bond Blowup Continues As Stars Align For Nuclear Selloff
“The underlying message is that the US economy isn’t just in fine fettle, it’s on fire.”
‘It Will Not Be Made Public’: Kavanaugh FBI Report To Be Kept Secret (Or Not)
But don’t worry, it will leak.
Reflation Madness! Treasury Selloff Turns Unruly As U.S. Economy Is Screeching Tea Kettle
Boy, we’re really in the heat of things now.Â
Marko Kolanovic: $1.5 Trillion In Market Value Was Lost This Year Following Powell Speeches
“…the equity market likely implies that the Fed is underestimating various risks.”
Trader: Ignore The ‘Druckenmiller Is Bearish’ Headlines
“I laughed when I saw the headlines from all the other traders who did the same. “
Nomura’s McElligott: ‘Market’s Skepticism On Higher Inflation Is A Mispriced Risk’
“This could further escalate the rates selloff in unruly fashion”.
‘I’ve Never Seen It Done’: Trump Mystified By Use Of Core Finance Principle In NYT Tax Fraud Expose
“The Failing New York Times did something I have never seen done before”…
People Take Break From Selling Italian Assets To Make Sure They Still Have Some To Sell Later
“Either this is the people’s budget or it’s not worth it.”
Inflation In Turkey Soars To Laughable 25%, Real Rates Now Negative Again
Turkey isn’t out of the woods yet.Â
One Trader Doesn’t See Much Difference Between Italy And The U.S. On Fiscal Policy
“The world is changing. Deficits are the new normal and Italy’s latest salvo is just one of many changes that will happen in the coming months and years.”
Surprise! Donald Trump’s Past Is A Giant Fraud In Every Sense Of The Word
Well, Donald Trump is in (more) trouble.
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