Italy’s Populists Furious That Bond Spreads Are Trying To ‘Blackmail’ Them, But The Real Victim Here Is Price Discovery
Of “blackmail”, central banks, market distortions and Scream.
‘Overshoots’, ‘Devastation’ And The Always Enthralling Term Premium Debate
… the overarching narrative makes sense and even if it didn’t, it doesn’t have to. That’s the thing about narratives.
‘We Highly Recommend Not Riding This One Out’: As Oil Passes $80, Goldman Reiterates Commodities Case
“And this current rally likely has room to run, particularly from a returns perspective, as the current fundamental backdrop for oil is now more bullish than we had expected as strong demand now faces supply disappointments.”
One Trader Takes A Closer Look At The Buyback Bonanza
Fade the Barron’s cover?
We’ll Have To Wait And See.
Be patient. It’ll work out. Maybe.
U.S. Sanctions Hassan Nasrallah, Targets Hezbollah Senior Leadership In Notable Escalation
This will not be well received.
Peter Navarro Sidelined From China Trade Talks Because He’s Peter Navarro
I mean, he produced a documentary called “Death By China”, after all.
‘The Lambos Were Rented’: Consensus Bitcoin Rally Eludes Noted ‘Guru’ Thomas Lee
“I was told there would be a rally”.
Everyone Can’t Be Buying The Panthers, So What’s Your Excuse For Selling 153 Million Apple Shares To Omaha’s Favorite Grandpa?
One local grandpa thinks you’re full of shit.
Value Versus Growth: One Firm Reminds You That ‘This Time’ Is Never Really ‘Different’
“Yet that raises the question – did something change in the Great Financial Crisis, or is this just a pause in the strategy’s long-term outperformance?”
Should Bond Bears Be Worried About How Much Company They Have?
2 is company but is 3 (%) a crowd?
Trader: How I Learned Not To Fight The Fed And How To Trade ‘QT’
“The days when the Federal Reserve has a large bond maturity have seen abnormally large declines in the S&P 500.”
Word Is Bond.
Dat’s yo’ word, son?
Step Right Up, Folks, And Short These Bonds!
What could go wrong?
Steve Mnuchin’s Treasury Sanctions Iran’s Central Bank Governor For Funneling Money To Soleimani, Quds, Hezbollah
“It is appalling, but not surprising.”
For One Bank, This Is ‘One Of The Most Striking Developments Of The Past Few Weeks’
Hint: it’s the normalization of U.S. equity volatility.
Retail Sales! Who’s Excited?!
As a reminder, this is the marquee data point in the U.S. this week and it will be yet another opportunity for the market to assess the new, U.S.-centric growth narrative.
‘Transitory’ Or Not, European Deceleration Raises ‘QF’ Specter, Dreaded ‘Ammo’ Question
Nobody say “quantitative failure”.
Uncharted Waters: Budget Lunacy, The #MAGA Economy And What PredictIt Predicts For Rates
“You will ride eternal, tacky and gold leaf”…
Different Day, Same Stories, Only Different.
But still, read it.
‘They’re Still The Largest Sellers Of Vol.’: And So, The Baton Is Passed To Forward Guidance
Remember, “transparency as a way of stabilizing the markets has become a tool of suboptimal control.”
Canary Tipping And Dynamite Fishing
“There are many ‘canaries’ that are starting to ‘fall over’ – hence we are deeply concerned about current market conditions. “
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