Is It Really ‘2016 All Over Again’?
“If only…”
“If only…”
Bonds, borders and balderdash.
Think: China. It’s always China.
We’d say “you heard it from Larry first”, but that wouldn’t be true.
“Foaming at the mouth”.
If history is any guide, stocks will do well for “up to 30 months”.
“I was trying to figure out a way to couch this without uttering those most expensive four words in the investing language.”
One bank is bullish, but “not foolish”.
“Why didn’t we make him Fed chair?”
The Committee intends to conclude the reduction of its aggregate securities holdings in the SOMA at the end of September 2019.
“Investors’ views on balance sheet policy are all over the place.”
No pressure.
Risk asset buoyancy amid a cloudy outlook.
“Just right” on the data stateside, while a “re-bubbling” in China holds RRR cuts “hostage”.
“Popular misperceptions” and such.
Jeff is not a fan of modern monetary theory.
Data, ‘Brextension’ and the BoJ are this week’s headliners.
… it effectively sounded the death knell on normalization.
This isn’t the best news amid ongoing growth concerns and worries that a trade deal isn’t imminent after all.
What else can be said about the Fed’s “epochal”/ “epic”/ “dramatic” dovish pivot ?
“…the math consists of finding the strike that corresponds to the put with lower volatility.”
What could go wrong?
Here’s how this will work – maybe.
“I know that’s not supposed to be the way it is”…
“Cross-asset performance YTD has had a distinct ‘Goldilocks’ flavor, with equities and bonds rallying together.”
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