Because Nothing Says ‘Bullish’ Like Nuclear War…
Nothing says “buy, buy, buy” like a nuclear war, which is why it makes sense
‘The End Result Are These Violent Whipsaws’: Don’t Think Too Hard
“This Fed transparency has become more of a liability than an asset. Instead of providing policy clarity, it creates confusion as various factions of the Federal Reserve board debate their positions in a public forum.’
‘Red Handed’: Trump Jr. Makes The Cover Of TIME
A real TIME cover…
Krona Surges! I Found Some Inflation In Sweden
Earlier this month, the Riksbank removed the easing bias from their outlook.
They had too. Do you remember why?Â
‘Every Month It’s Something New’: More Bad News For Oil As IEA Report Flags Supply Woes
“Each month something seems to come along to raise doubts about the pace of the rebalancing process.”
‘He’s An Importer/Exporter, Ok?’: China, Art Vandelay, And A Juggling Act
China, like Art Vandelay, is an importer/exporter, “ok?”. And generally speaking, you want to keep
Key Calls (Thursday): Upgrades, Downgrades & Initiations
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Meanwhile, In China: 1.78 Trillion (Yuan) In New Credit
Lost in the fog of Poloz’s moment in the sun and Yellen’s offsetting dovish lean
AdvisorShares ‘Hopes’ They Didn’t Call The Top With ‘FANG’ ETF, But If They Did, You Can Always Short It
“Because we launched it as an ETF, you get all the benefits of the ETF by its exposure, but because it’s diversified in the ETF, it’s a great way to hedge. Obviously, you’d need to short the ETF to do that, but it’s an option.”
‘What’s Going On?’ US Intelligence Overheard Russians Discussing Trump Associates, WSJ Says
“U.S. intelligence agencies starting in the spring of 2015 detected conversations in which Russian government officials discussed associates of Donald Trump, several months before he declared his candidacy for president.”
At Long Last, The Smoking Gun – Just No Bullet (Yet)
“The unraveling mystery of whether Donald Trump’s presidential campaign colluded with Russia just produced a smoking gun: those emails from Donald Trump Jr. welcoming an offer from Moscow to supply dirt on Hillary Clinton.”
Stocks Surge On ‘Good Cop’ Yellen; Trader Makes ‘Unprecedented’ $10 Million Bond Bet
Well, the message from Yellen was heard loud and clear and amusingly, so was the
Goldman’s ’25 Ideas For Earnings Season’ & Why Index Moves No Longer Matter
Listen, if you haven’t been able to capitalize on a universe of compelling event-driven opportunities in US equities, then that’s your problem.
It’s certainly not the fault of Goldman’s John Marshall and Katherine Fogertey.
‘Sold To You!’, Loonie Bulls
“The Loonie is streaking higher like a Canuck on a breakaway, and suddenly, all the Canadian Dollar bears are strangely silent.”
One Trader’s Advice To Yellen: Get Your Motherfuckin’ ‘Roll’ On…
“I’d settle for here’s what were going to do because it’s the right thing to do. And we’ll deal with what comes if necessary, that’s how we roll.”
Are We Now Ok With Encouraging Foreign Dictators To Hack Domestic Opponent’s Emails?
“The problem with dwelling too much on the covert forms of collaboration, which we have come to call “collusion,†is that doing so risks letting Trump at least a little bit off the hook for what is not meaningfully disputed: that the president publicly, knowingly, and repeatedly (if only tacitly) collaborated with a foreign power’s intelligence effort to interfere in the presidential election of the country he now leads.”
Oil Careens Lower In Hilarious Post-Data Nosedive
Algos, crisis of confidence, incessant data parsing for something negative, or folks “questioning their religion”?
Mr. Trump, Your Son Is ‘Collusioney’ As Hell
“Smoking guns don’t need to be nearly this hot to capture Washington’s attention”…
‘Loon’-Acy: USDCAD Dives As Bank Of Canada Hikes Rates
Canada Raises Rate to 0.75%, Says CPI Softness Is Temporary
BOC: “current outlook warrants today’s withdrawal of some of the monetary policy stimulus in the economy”
‘All In’: Don’t Look At These 4 Charts
With the “raise cash” calls rolling in, and with DM central banks poised to upset all kinds of applecarts (including the bacchanal, drunken orgies hosted by the vol. sellers and carry traders), we cast a wary eye at the following charts and ask…
Yields, Dollar Fall As Yellen Seen Timid
“I see roughly equal odds that the U.S. economy’s performance will be somewhat stronger or somewhat less strong than we currently project.”
‘Lock In Gains And Raise Cash,’ BofAML Says. There’s Just One Problem…
“We recommend that investors lock in some gains in the stock market, re-balance to under-owned sectors and hold above-average cash.”
Did China Just Rescue Their ‘Nasdaq’ By Buying A Bunch Of Tech Stocks Trading At 40X?
“Arresting” the slide…
Kuroda Vs. The World: BoJ Moves On The 5Y As YCC ‘Mission Creep’ Looms
Dammit no one is really talking about this, but it’s definitely notable. On both Monday
Key Calls (Wednesday): Upgrades, Downgrades & Initiations
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‘Questioning Your Religion’: Crude Surges On API Data, Underscoring Manic Market
“If output doesn’t rise as much as previously anticipated, then it’s time for the bears to start questioning their religion again.”
It’s No Longer Possible That This Is A ‘Nothingburger’
“What we can say now is that this is one of the three most damaging presidential scandals of the modern era.”
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