Goldman Says Clients Still Buying This Bulls*t – For Now
Well it’s that time of the week again. That time when Goldman reveals the second, third, and fourth, most asked questions from client meetings. I say “second, third, and fourth” because you damn well know that the “first” question is this…
Chart Check (Eat Your OATs)
Take a bow populism…
How To Trade Rates In An “Event-Driven” Week
Earlier today I previewed Janet Yellen’s forthcoming Congressional testimony. Needless to say, that will be
Chart Check (It’s A Setup)
Danger Will Robinson…
Maybe Shinzo Abe Isn’t The Right Guy To Be Talking To About Making Stuff “Great Again”
Well, Donald Trump and Japanese PM Shinzo Abe held a joint news conference a couple of
Previewing A “Massacre”: A Look Ahead To Yellen’s Congressional Testimony
On Thursday, I brought you the latest commentary from SocGen’s incorrigible bear Albert Edwards who
Chart Check (A Subtle Reminder As The VIX Slumbers)
Late cycle problems…
Binky’s Bullets: Wall Street’s Biggest Bull Explains His S&P 2600 Call
Earlier this week, Bloomberg reported that Binky had summited Mount Siegel. That’s right, Deutsche Bank’s Binky Chadha is now officially the most bullish Wall Street strategist when it comes to the S&P, which he figures will hit 2600 by the end of the year.
US Stocks Eye Record-er-er Highs As Oil Soars, China Exports Jump, Trump Meets Abe
Friday is all about Trump again. More specifically, FX markets will be closely eyeing a meeting between the President and Japanese PM Shinzo Abe. Meanwhile, oil is buoyant Friday on the back of an IEA report showing OPEC has achieved a record 90% compliance while demand is on the rise.
Let’s “Get Out Of Dodge” On A Good Note Before The Weekend
It’s a mad, mad world, but trade in it we must. There’s lots to be
Key Calls (Friday): Upgrades, Downgrades & Initiations
Are your stocks on the list?
1.7 Trillion Reasons Why This Whole Populist Thing Is A Terrible Idea
But while populist candidates spewing nationalist vitriol likely won’t do anything to change the fact that Mark Zuckerberg is Mark Zuckerberg and you’re… well… not, do you know what they will do? They’ll end up destroying what little everyday people do have by throwing the entire global order into chaos. And that’s not hyperbole.
Thursday Night Humor: “I Did It My Way”
Donald Trump does things “his way.” Well, except for when the judiciary does really annoying separation-of-power-ish things.
Analyzing Yen-Sanity Ahead Of Friday’s Trump/Abe Pow-wow
Watch USDJPY. I say it all the time. There is perhaps no better real time
Thoughts On Gold, My Favorite Doorstop
I don’t talk a lot about gold and there’s a reason for that. Here’s something
Is Anyone Home Out There? Please Tell Me How This Ends Well
You know, when it comes to the corporate bond market and liquidity, there’s only so
Chart Check (The Trump Trade Fade)
“Is the reflation narrative dead or alive?”
Albert Edwards Thinks Maybe Yellen Will Channel Capone, “Massacre” Markets With “Machine Gun” In Valentine’s Day Testimony
“I wonder if the ever cooing Yellen dove turns up on the day holding flowers in her beak, or will a machine gun be brandished in the same way it was on that fateful day in 1929″…
Full, “Bigly” Algo Retard
Big league…
“The Dollar Trade Is Psychologically Broken,” One Trader Says
“This has helped the dollar trade like a haven currency again. The flip-side is that the greenback won’t necessarily rally in a positive risk environment”…
Key Calls (Thursday): Upgrades, Downgrades & Initiations
Are your stocks on the list?
Daily Kickstart (China Grateful For Meandering Dollar, “Frexit” Fears Subside)
The overnight session was largely a snoozer on Thursday (no pun intended). The dollar looks
Chart Check (“This Is What It Takes To Keep Markets Stable”)
I seriously doubt there are too many people out there who aren’t fully aware of the fact that it’s the flow of central bank liquidity that’s kept markets buoyant over the past, oh, I don’t know, let’s call it eight years. But in case you needed a poignant reminder…
Goldman Not Deterred By Second Largest Inventory Build In The History Of Oil Inventory Builds
“The darkest hour is just before dawn”…
Performance Anxiety
“If there is such a thing as a ‘Holy Grail’ in the credit market anno 2017 then surely the no-cost decompression trade is it – the trade that performs, if spreads widen, but doesn’t cost a bundle of carry if they don’t.”
Want An Early Warning When The Cycle Turns? Ask Credit, Not Stocks
Stocks will sleep walk right off a cliff…
Yields Spike As 10Y Auction Tails
Well, that escalated quickly…
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