Here’s Another Example Of Stocks Not Caring About The Big Picture
“Chinese rates (including interbank rates) have been climbing through much of Q4 last year and early 2017, but these fears have grown more acute as commodity prices have moved sharply lower and China’s PMI has declined.”
Thursday Humor: Trump Calls Comey “A Showboat”
Glass houses and stone throwers…
Gundlach Has 2nd Twitter Meltdown: Blasts “Losers,” “Haters,” Calls Himself “The One”
“The one, the only” Jeff Gundlach is furious.
Guest Post: The VIX Article No One Will Like
“Holy shit! That does look scary. Short interest going from under 15 million shares to 65 million in less than a year. But instead of hyperventilating about this, let’s step back and take a moment to think.”
Besides Firing The FBI Director, Andrew McCabe Hasn’t Seen Any Evidence That Trump Is Impeding The FBI
“There has been no effort to impede our investigation.” Other than Trump firing the FBI Director.
Goldman’s Stark “Survival Guide” Warning: “There Is Uncertainty But No Fear”
“The juxtaposition of rising policy uncertainty vis a vis declining fear in risk assets raises cause for pause.”
White House “Furious,” Can’t Believe Trump Was “Tricked” By “Lying” Russians
One of the things that’s been pretty clear for the better part of six months
The OPEC Report, A History Lesson, And A Geopolitical Reality Check
It takes some time to figure out exactly the right mix of cuts and jawboning to get to that sweet spot. That’s all you’re seeing.
“A Pretty Eclectic Collection Of Unrelated Developments”
SocGen’s Kit Juckes probably summed up the overnight session best: Overnight currency drivers have been
Trader: You’re Thinking About The Fed All Wrong
“But a subsequently flatter yield curve shouldn’t be read as signifying a policy misstep.”
Key Calls (Thursday): Upgrades, Downgrades & Initiations
Are your stocks on the list?
Are These The Most Worrying Numbers Of All For Donald Trump?
“The erosion of white men [and] white voters without college degrees are red flags that the administration simply can’t brush away.”
3 Weeks Later, Goldman Thinks “Fuck It” Probably Still Best Way To Think About USD
“We now see this latest dollar bull run as moving into its latter stages and are downgrading our forecasts for the greenback against G10 crosses. Investors with significant dollar length should consider a more neutral stance.”
Michael Bloomberg Blasts Trump: You Can’t “Fire Your Way Out Of This One”
“If President Donald Trump thinks he can fire his way out of the FBI’s investigation into his campaign’s ties to Russia, he is sorely mistaken — and attempting to do so makes him look weak and fearful, undermines the rule of law, and diminishes what little prospects there were for bipartisan legislation.”
Satire (Sort Of): Comey Fired For Special-Ordering A Pair Of “Tiny Handcuffs”
“If by chance we need to apprehend someone with abnormally small, mouse-sized hands, we will be ready,†he said.
Guest Post: The “Original Dot-Com Boom” & A Truly “Artful” Trade
“It could be described as the original DotCom boom, only this time with oil companies.”
Here’s How “Complacent” FX Markets Are Ahead Of The “All-Important” OPEC Meeting
Well (get it?), it’s become apparent over the past two months that the whole “these
Trader: They Ruined My Day, But Stocks Are Still “In A World Of Their Own”
“And then events tried to conspire to rob me of all of my sanguineness”…
Video: Russia Mocks America – “Was He Fired?! You’re Kidding!”
Well, if you needed another slap in the face on Wednesday morning from the Trump/Kremlin
Goldman Tried To Be Nice, But Now They’ll Have To Bring Jeff Currie Into This…
“The Chinese government has adopted tightening policies. The annualized 7-day repo rate shot up to 5.5% on March 21. Most recently, all four PMIs coming out of China last week disappointed, fueling worries about policy tightening negatively affecting real activity.”
Donald Trump Became A Hillary Clinton Supporter Last Night – Please.
Even if you think Comey deserved to be dismissed, the notion that the White House relieved him of his duties out of concern for whether Hillary Clinton was treated fairly by the (former) Director is bizarre in the extreme…
Traders Be Like “WTF?!” As Trump Is Desperate Despot, Nuclear War Beckons
So the elephant in the room is clearly Donald Trump’s decision to fire FBI Director
SocGen: “This Is Really Unhealthy – But We’ll Stick With It”
“The demise of volatility remains the most striking feature of this market”…
Key Calls (Wednesday): Upgrades, Downgrades & Initiations
Are your stocks on the list?
You must be logged in to post a comment.