Is The Reflation Trade Back? Not According To One Bank
“The ‘reflation trade’ indicator continues to lose momentum; we do not foresee a sharp reversal towards the ‘reflation trade’ for the remainder of the year.”
On Dianne Feinstein’s Handling Of Kavanaugh Nomination: Don’t Hate The Player, Hate The Game
Duly noted, Bob, but at this juncture, the GOP is damned if they do and damned if they don’t.
‘What Happens At Georgetown Prep’: Kavanaugh Nomination Now Complete Train Wreck As Ford Demands FBI Probe
What happens at Georgetown Prep, doesn’t stay at Georgetown Prep…
Trader Asks: How Long This ‘Cleanest Dirty Shirt’ Thesis Really Run?
“My bet is that on a relative basis, there are other shirts to buy.”
Marko Kolanovic Says Stay Overweight Stocks, EM, Flags Trump Risk, Warns Fed To Stay Vigilant
“The main risk to our pro-cyclical and non-US tilt is a spiraling escalation of the trade war, political tail risks in Washington, and failure of the Fed to recognize those potential developments.”
Bonds Now Most Attractive Relative To Stocks Since 2011 – I Guess.
Surely someone will find this “enticing”…
Goldman: ‘Greater Than 50% Chance’ Trump Goes All In On China By 2019
“…we believe the US could announce plans to impose tariffs on ‘phase three’ within the next couple of weeks.”
‘Shooting From The Hip’: High Noon Arrives For Trump’s Trade War
Wilbur needs you to understand that everything is under control.
Right To Choose: Republicans Need To Abort Brett Kavanaugh Nomination
This isn’t going to end well – for anybody.
The Sad Irony Of The ‘Iconic’ MAGA Hat
“Just wait until he sees who’s making his hats.”
It’s Official: Trump Slaps Tariffs On $200 Billion In Chinese Goods Starting Next Week
Brace yourselves for a war of attrition.
January All Over Again?
Back to the “melt-up”.
Trump Folds To Tim Cook, Will Shield Apple Watch From Tariff Impact
And just in time for Tim Cook to rollout the new models. How fortuitous.
FEMA Chief Brock Long Suggests Puerto Ricans Beat Their Wives To Death After Hurricane Maria
“Spousal abuse goes through the roof.”
Chinese Stocks Fall To Four-Year Low As Beijing Promises ‘Pain’, Trump Brands The World ‘Tariffed!”
“We are looking forward to a more beautiful counter-attack.”
Hostage Situation: Full Week Ahead Preview
“Hand over your trade policy and I’ll release global markets”…
China Said To Ponder Declining Steve Mnuchin’s Request For Trade Talks
Why would Beijing want to enter into talks with emissaries of a man (Trump) who is openly bragging about his intention to negotiate in bad faith?Â
Nomura’s Charlie McElligott Outlines The ‘Two-Speed’ Research Thesis For A ‘Vol-Centric World’
“The changes, the inflections that are made happen unemotionally and happen with significant leverage behind them.”
A Decade Of Counterfactual Reality Or How To Quiet A Vampire Of History (15 September 2008, Ten Years Later)
“$7 trillion was the price that had to be paid for suspending the crushing force of gravity that would have otherwise caused the collapse of the entire capitalist system.”
Red Ink: The Politics Of Fiscal Insanity
“I am the most concerned I’ve ever been.”
Washington Post Confirms Trump Will Escalate Trade War With China Imminently
In case you weren’t sure…
Is Janet Yellen Just Trolling Donald Trump Now?
“A lower-for-longer strategy is attractive for several reasons. “
This Hasn’t Happened In 10 Years: S&P 500 Buybacks Edition
“The rise in CFO created a high-quality problem for managements: How should they spend all the cash?”
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