There Is No Way Jeff Sessions Firing Andrew McCabe Was Related To McCabe Investigating Sessions, Ok?!
“Jefferson Butterbeans Sessions, you got some ‘splainin’ to do!”
Objectively Crazy.
Yep. Batshit.
Trader Asks: ‘Which Would You Rather Own’?
“Draghi’s monetary subsidy of cheap funding for corporations should not be leaking into this number. Yet it obviously is…”
John Dowd Resigns Because Trump Refuses To Listen To Him On Mueller Probe
“It is not clear who will take over the legal team.”
Here’s What China Will Do Under ‘Trade War Light’ And ‘Trade War Heavy’
Don’t poke that dragon.
Bill Gross Thinks Maybe We’re All Murderous Psychos – Also Talks About Bonds
“The bond market’s current “beast” is not so much a killer but a hibernating bear awakening from an extended secular bullish trend of lower inflation and excessive central bank accommodation.”
Here’s What Wall Street Thinks About The Fed And Jerome Powell’s Debut
Well, the reviews are in on the Fed decision, the SEP, the dots and on Jerome Powell’s “plain speak” presser debut.
BOE On Hold, See You In May
BANK OF ENGLAND VOTES 7-2 TO MAINTAIN BENCHMARK INTEREST RATE
Trump Swears He’d Win ‘Fast And Hard’ Fist Fight With Joe Biden
And yes this is real. This is really happening.
Nauseous Markets.
Well this is shaping up to be a sour day in terms of risk sentiment.
Epsilon Theory’s Latest: The Icarus Moment
“What if I told you that you’ve been whipsawed by a cartoon, and you’re going to be whipsawed again?”
China Responds, Hikes Rates After Fed
As a reminder, they’re prone to doing this.
Breaker One-Niner
The market’s verdict was as follows.
Powell Don’t Talk Much Like Yellen – Jury Still Out On Whether That’s Good Or Bad
I’m sorry, but I’m not sure doublespeak and bluntness are going to be compatible forever.
Fed Signals 2 More Hikes In 2018: Dot Plot, Projections, Statement, Analysis
FED RAISES RATES QUARTER POINT, SIGNALS TWO MORE HIKES IN 2018
FED ESTIMATES SHOW STEEPER PATH FOR RATE INCREASES IN 2019-20
FED SAYS `ECONOMIC OUTLOOK HAS STRENGTHENED IN RECENT MONTHS’
FED REPEATS NEAR-TERM RISKS `APPEAR ROUGHLY BALANCED’
One Bank Says A Dovish Fed Is Going To ‘Place A Floor Under The Stock Market’
So you know, “fingers crossed” I guess if you’re long.Â
A Couple Of Thoughts On The Fed’s Growth Outlook
Here are my off-the-cuff thoughts on that as sent around to a couple of people this morning (and again, these are just my musings and should be treated as such).
Trader: ‘Too Many Asset Classes Feel Both Stretched And Crowded’
“The rubber band is stretched, but keeps getting pulled back farther and farther.”
‘Long FAANG’ Is The Most ‘Crowded Trade’ (Again): Fair Warning
Oh, good.Â
The new edition of BofAML’s Global Fund Manager survey is out, which means we get a fresh look at what folks told Michael Hartnett about the “most crowded trades”.
Bring An Umbrella: Here’s How To Hedge 3 Near-Term Risks
So there you go. Bring an umbrella.
David Stockman: ‘There Isn’t A Snowball’s Chance In Hell That A Yield Shock Can Be Averted’
“For the past 30 years fiscal deficits have been a big financial nothingburger because the Fed and other central banks gutted their sting.”
‘It’s A Big Deal, And He Knows It’: Zuckerberg To Speak As Analysts Ponder ‘Delete Facebook’ End Game
“The coverage, like the stock drop, is brutal”…
New Cambridge Analytica Video: ‘We Did All The Research, All The Data’ To Get Trump Elected
“UH OH, it is British TV O’ Clock again!”
Face The Music.
In terms of news flow on Tuesday, everything took a backseat to Facebook and the worsening Cambridge Analytica scandal, which is spiraling rapidly out of control.
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