Trump Considers Firing Steve Bannon: Report
All of this seems entirely consistent and very unlikely to be coincidental. This is Bannon on the way out, Kushner assuming a more prominent role, a reversal of course with regard to Syria, Assad, and Russia, and Devin Nunes recusing himself all within 72 hours.
Goldman Explains Jobs Disaster: “Weather” Word Count = 7
“Based on industry data and household survey details, we believe severe winter weather accounted for roughly half of the deceleration.”
Friday Humor: “A Picture Is Worth A Thousand Words”
Someone has to sit in the back these days…
Now It’s Personal: “California Fights Back” Against A “Mean-Spirited” Trump
“Now, he was taking on California itself, a state in which more than one out of 10 Americans live, and which sends more than $350 billion to Washington each year in federal taxes (and gets substantially less than that back). A state with strong progressive values that it will not happily see undermined.”
“It Was A Fleeting Theme” Guess What Investors Just Stopped Worrying About…
This just became a distant memory.
10Y Yields Hit YTD Lows After Miserable Jobs Number
This was just about the last thing the reflation narrative needed following last night’s decision by the Trump administration to launch airstrikes against targets in Syria. Predictably, yields and the dollar are plunging with the 10Y yield hitting YTD lows.
Jobs Report Misses Big
U.S. MARCH PAYROLLS RISE 98,000, JOBLESS RATE FALLS TO 4.5%
“We’ve Come Too Far, There’s Too Much To Lose!” Composure Key As World War III Beckons
If ever there were a time when the phrase “that escalated quickly” was appropriate, this
3 Reasons The Syria Strikes Matter For Oil
“The US launched Tomahawk missiles at Syria overnight, escalating the conflict there. There are three main reasons why this matters for the oil market.”
Syria Airstrikes: A Bullet Point Summary Of The World’s Reaction
Here’s a rundown of pretty much everything you need to know in terms of who said what over the past seven or so hours. Most of this is predictable, but nevertheless you should keep yourself apprised.
“Appropriate And Just”: Congress Reacts To US Airstrikes On Syria
From the hawks to the “that was probably Unconstitutionals”…
“Get A Grip” One Trader Doesn’t Want You To Freak Out On Friday
“So it is possible. How often do you get Nancy Pelosi, Chuck Schumer, Paul Ryan and John McCain agreeing on something?”
Key Calls (Friday): Upgrades, Downgrades & Initiations
Are your stocks on the list?
Goldman Answers The Big Question: Why Will This Market Not Roll Over And Die Already?
“Why has the post-election rally in the equity market outlived faith in the policy changes that appeared to justify it?”
Goldman Previews NFP Friday
Don’t forget: tomorrow is jobs day.
BofAML Warns Of “Car Crash” That Could “Ripple Through The US Economy”
“Of course, this only accounts for the direct hit to the economy. There would be incremental pain from spillovers into auto-related parts production, transportation and trade. Moreover, such weakening in auto sales would be an indication of broad-based deterioration in consumer sentiment, which could ripple through the economy.”
Tillerson: “No Doubt Assad Responsible For Chemical Attack”
Secretary of State Rex Tillerson just addressed the media in Florida with regard to the administration’s “options” for action in Syria.
“We Watched Them Drop The Bombs” As Trump Considers Options In Syria, A Quandary For The Alt-Right
“The U.S. military saw the aircraft on a radar and watched them drop the bombs.”
Barclays Channels Morpheus, Mows Down Tesla “Blue Pill” Case With Machine Guns
“Red-pilling the Tesla bull case.”
Steve Bannon Has Some Not Nice Things To Say About Jared Kushner…
“[Steve] has a very specific vision for what he believes, and what he shares [ideologically] with Trump. And he has for a long time now seen [Jared] as a major obstacle to achieving that.”
“Winter’s Over, But Volatility Is Still In Hibernation”: One Bank Answers Your VIX Questions
“Lowest vol Q1 since 1965. There are many stats we can point to about how low volatility has been year-to-date, and most tell the same story: we’re again approaching some of the pre-financial crisis lows in implied and realized vol.”
Devin Nunes Steps Down From Trump Russia Probe
HOUSE INTEL CHAIRMAN NUNES TO STEP DOWN FROM RUSSIA PROBE
“That Sh*t Cray”: Emerging Markets, Fed Minutes Edition
Earlier this morning, we asked an important question: what did yesterday’s Fed Minutes portend for buoyant
Here Are 2 Charts Trump Can Take Credit For. But…
The top three busiest weeks for investment grade trading volumes in the post-crisis period have all occurred in 2017.”
“Pathetic & Creepy”: LA Times Blasts Trump, Our “Conspiracy Theorist In Chief”
“And the problem with that is that he is no longer a blowhard TV personality or a raunchy guest on Howard Stern or a self-promoting real estate magnate or even a long-shot candidate for the Republican nomination. He’s now the president of the United States.”
“Hold My Beer While I Meet Xi.” And Everything Else You Need To Know On Thursday
It’s Thursday, which means today’s Donald Trump gets to look the Donald Trump who refused to
“This Was Inevitable At Some Point”: Is There A Storm Coming For Emerging Markets?
“This was inevitable at some point. Removing market- supportive measures is a good indication that the recovery in the U.S. is on track.” Whatever you say…
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