Before And After: About Those “Consensus” Trades
Ever since oil took a dive last week as the market suddenly decided it was time
JP Merlin Returns: Kolanovic Says Buy The Dip
Remember back on Tuesday night when Goldman decided 19 hours before the Fed hike was
Friday Humor: “Something In Common”?
“As far as wiretapping I guess by this past administration, at least we have something in common”…
“PUMP” & Dump?
If there’s anything I’ve been consistent on over the past several months, it’s been the
One Republican To Another: “Am I Someone Else’s Baby?”
I saw him down at conference, and I said, ‘Hey, I just want to know if I’m somebody else’s baby.’ He said, ‘You should have called me.’
So You Want To Be An Oil Contrarian?
“Should oil rally $10, less than our commodity analyst forecast, from the current $52 to $62 by the end of 2Q (up 19%), the HY spread could decrease 48bp.”
Presenting The “Real Bubble”
“We see real rates as extremely misvalued if not in a bubble. Real rates are far below (-2pp) levels implied by prevailing GDP growth rates, which have historically provided an anchor.”
Oh (Goose) Snap!
There’s a lesson in here somewhere…
Spot The Moment “Lunatic Populist President Risk” Rose This Morning
Remember what we said last night about having to think twelve steps ahead and how
For The First Time Since Jan. 20, The Leader Of The Free World Is In Washington
If you frequent these pages, you’re well acquainted with how I like to characterize Angela
One Bank Warns: “Markets Are Too Sanguine,” Fed Hikes Now More Likely
As noted on Thursday, there’s a tug-of-war developing between two competing narratives on US Treasurys. Here’s
One Trader Says Don’t Worry, Get Drunk
Well, either Mark Cudmore was already drunk when he wrote his Friday missive, or he
Finally Friday: Oil Looks For Weekly Gain; EM, Euro Surge; Merkel Meets America’s Useful Idiot
Well, it’s quiet out there as an exceptionally eventful week (finally) winds down. As we
Key Calls (Friday): Upgrades, Downgrades & Initiations
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A Good Bottle Of Scotch Would Be Nice: Making Sense Of Market Nonsense
Thank God for four months of sobriety because the old Heisenberg would have been at the bottom of a good bottle of scotch right now…
China Slams “Selfish” Fed Hike, Warns Emerging Markets Still “Naked” At Low Tide
“In fact, for the United States, the dollar as the reserve currency of the biggest dividend, is the world can “cut leek” or cut wool. The US economy to weather the storm, the Fed will raise interest rates, a huge siphon effect to the dollar back, which is the first round of cutting cash, the US economy to weather, Second round cut wool.”
Donald Trump (Who Never Grabs ‘Em By The Pussy) Just Wants To Protect Muslim Women
“That Trump, who bragged about forcibly groping women during his reality TV days, would present himself as a protector of women from violence is insidious enough. But from a policy level, Trump’s cynical use of violence against women in his immigration order is even more hypocritical, considering that his administration is reportedly planning to gut the very programs that would assist women who are victims of domestic violence.”
Why One Bank Is Still Bullish On Stocks (And Bearish On The Long End)
A tug-of-war is developing between two competing narratives on US Treasurys. On one side are
This Is How Much Your “Junk” Depends On Central Bank Dovishness
On Wednesday we showed you the following chart from BofAML: So that right there should
Here’s What To Expect If Things Go “Wrong” In France
Well here we are, one day on following a setback for European populism, and as
An American Autocrat In Music City
“And I have to be nice otherwise I’ll get criticized for speaking poorly about our courts,†Trump says, right before being very un-nice by pointing to the press and calling them “the most dishonest people in the world.â€
Trader: “Much More To Come” For Treasury Rally, Dollar Slump
“Everything about this meeting that could surprise dovishly, managed to do so. U.S. yields and the dollar have much further to fall as a result.”
Albert Edwards: Stock Market “Cannot Conceive” Of A Fed That Would Let S&P “Suffer Any Serious Damage”
“One reason why the market doesnÂ’t believe the Fed dots is that investors cannot conceive of Fed tightening to the point that it causes the stockmarket any serious damage.”
Buy It All, Buy It All Right Now: European Stocks Soar In “Never Geert” Rally
Europe is in rally mode. Plain. And. Simply. Following Geert Wilders’ defeat in the Dutch
China Calls, Hikes Rates After Fed; Kuroda Triples Down On The Laughs After BoJ
It was a fairly lively overnight session on the heels of the Fed. We start
Key Calls (Thursday): Upgrades, Downgrades & Initiations
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