Poll: The Joke’s On You America
“Only 22 percent of more than 40,000 respondents from 37 countries had confidence in Trump doing the right thing regarding world affairs; 64 percent felt that way about Barack Obama at the end of his presidency. The only countries preferring Trump were Israel and Russia.”
About That Fed “Policy Mistake”…
“The thesis that the Fed has made a policy error would seem to imply two claims: that the Fed’s hawkish stance has led to excessive tightening in financial conditions, and that this in turn has caused the economy to slow more than intended. Neither of these has happened.”
“Have They Lost Their Minds?!” Republican Health Bill As Politically- Assisted Suicide
“Sen. Mitch McConnell has called off a vote this week on the Senate Republican health-care bill. That’s a good thing. Because if Republicans want to confirm every liberal caricature of conservatism in a single piece of legislation, they could do no better than vote on the GOP bill in its current form.”
Goldman Answers The Big Question: “Are Volatility Selling Strategies Crowded?”
Fresh off releasing a 28-page report on the low vol. regime called “The Upside Of Boring,” Goldman is out on Wednesday asking an important question: “Are Vol. Selling Strategies Crowded?”Â
“Shit! I Think We Bit Off More Than We Can Chew”: Explaining Al Qaeda’s Decline
“This failure stands in contrast to the experience of terrorist groups like Hamas and Hizballah, which enjoy considerable local support. Both are integrated into the broader Palestinian and Lebanese Shi’a populations of their countries. Hamas is the de facto ruler of Gaza, and Hizballah is part of the Lebanese government. “
Options Market Turns Most Bullish On Euro Since November
If the ECB and Vitor Constancio thought they were going to be able to put
A Brief And Hilarious History Of Trump’s Tweets About Amazon
“A great gift idea is my new book #TimeToGetTough, easy to order on Amazon”
A Covfefe’d Up Trump Blasts WaPo, Amazon In Gibberish Tweet
“Covfefe AF yo”…
Trader Delivers Celebratory Warning: “We’re About To Have A Two-Way Market Again”
“It was no small feat. And the fact that it was very much a global phenomenon makes it all the more significant. Investors should have been jolted into the realization that we just might be about to enjoy the healthy benefits of a two-way market.”
“It’s Close To Madness!”: Shale Is Going To “Destroy The Oil Industry,” Analyst Shrieks
“The rise in U.S. tight oil production is close to madness!.”
Goldman Ups S&P Target Because Fuck It, Why Not?
“We raise our year-end 2017 S&P 500 price target to 2400 from 2300, reflecting a 1% decline over the next six months.”
Stocks Fall Across The Globe As Hawkish Central Banks, Washington Jitters Roil Risk
Well, the overnight action was predictable under the circumstances, but it’s nevertheless unnerving for anyone
Key Calls (Wednesday): Upgrades, Downgrades & Initiations
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3 Reasons To Ditch Growth Stocks For Value, According To Deutsche Bank
Listen, there are people asking if growth stocks are in a bubble. And the thing is, the answer is “yes.” Unless of course you define “bubble” in dot-com/tulip mania terms.Â
If CEOs Are So Damn Happy About Trump, Why Aren’t The Numbers Reflecting It?
“If CEOs are more likely to be Republican, then partisanship could explain the weirdly high CEO confidence numbers.”
Trump Made A Fake TIME Cover Of Himself And Hung It Up At His Golf Clubs
TIME: “That’s not real.”
You Could Invest In The New Quincy Jones ETF, But Quincy Doesn’t Recommend It
“Disclaimers by Quincy Jones: Quincy Jones is not the issuer or a sponsor or promoter of the Fund; has not passed upon the merits of the Fund or the suitability of the Fund Shares as an investment by any person; and does not offer, sell, or recommend any investment in Fund Shares.”
“A Recipe For Calamity”: Trump Is Quietly Pushing America Deeper Into Mideast Wars
“Across the Middle East, the administration drives the United States ever further into wars without end, increasing the dangers of direct military confrontation with Russia and Iran, with little awareness and no mandate from the American people. This is a recipe for calamity.”
Beware Another “Epic” Yuan Squeeze
“After engineering (another) epic squeeze in late May/early June, overnight points have dipped into negative territory, 1m points are near five-year lows, the 430pm CNY closing price is back to a discount to the fix.”
This Is The Most Important Implication Of The SCOTUS Travel Ban Opinion
“I detest much of the president’s norm-defying behavior and have been critical of it. But I worry at least as much about norms related to our governance that have been breached and diminished as a result of, or in response to, Trumpism.”
Euro Surges To 9-Month High, BofAML Says “Hawkish Festival” Is Dumb As Shit
“We have been arguing that tapering will come anyway, largely because of technical/ political constraints around QE. The ECB will still have to justify this with a macroeconomic narrative.”
Too Busy Patting Myself On The Back
“The top in the Eurostoxx / S&P 500 ratio was hit on the day of the Barrons’ “Buy Europe†cover story. Talk about selling the news.”
“Is It Really Only Tuesday?” One Trader Weighs In On Today’s Important News
Earlier this morning, we said the following about a series of comments from Mario Draghi
Infamous Chinese Umbrella Maker Plunges 94% Amid $6 Billion Hong Kong Small Cap Rout
“We are a top quality POE and Nylon umbrella manufacturer. Our umbrellas have already been well-accepted by clients around the world, especially those from Japan”…
“This Seems Like Intervention”: Sudden Yuan Surge, Afternoon Stock Rally Show China Hard At Work
“They may be eager to keep the onshore yuan quarter-close to near 6.8 per dollar. The quarter-end rate may be an important indicator for foreign central bank reserve managers to consider adding the yuan as assets.”
Euro Surges On Draghi’s “Three Messages,” Dollar Eyes Janet, Yuan “Suddenly” Jumps
Boy, I’ll tell you what, if you’re a central banker and you’re going to say
Key Calls (Tuesday): Upgrades, Downgrades & Initiations
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