What Is The Fed Thinking? One Bank Answers
Q: Is the Fed more hawkish than the market assumes? A: Yes.
The Trump Administration Is Probably Right On Syria – And For Once Their Motives Don’t Matter
Ok, so I don’t want to get too far down the Syria rabbit hole here
Exposed: Trump’s False Populism Laid Bare As White House Releases Finances Of 200 Staffers
Make no mistake folks, this is populism exposed. And it’s not unique to the Trump administration. When you hear these messages from administration officials, from their ideological affiliates in Europe, and from all corners of the Right-wing peanut gallery whether on television or in cyberspace, ask yourself this: “are these people really who they say they are and do they really represent my interests?”
One Bank Warns: “The Market Is Vulnerable To A Risk-Off Trade”
“We believe that despite considerable local stability, the market is vulnerable to a risk off trade. We see an asymmetric risk between rally and sell off.”
Caught On Tape: Trump Explains What Mike Flynn’s Immunity Request Means
We have a small request…
It’s Probably Too Late: Hedge Fund Performance “Improves,” But Market’s Patience Is Gone
As we and plenty of others have documented extensively, the allure of “rockstar,” coke-sniffing, Hamptons-dwelling,
Bye, Bye Black Swan? Massive Treasury Short Trimmed Aggressively For 3rd Week
Last week, we noted that in the wake of the Fed’s “dovish” hike – which,
For The 17th Time In 5 Years, Trump Goes Nuts On “Sleepy Eyes” Chuck Todd
It’s Saturday, which means it’s time for a crazy Trump Twitter tirade…
If You Thought This Market Was Expensive Before, Just Look At This…
God knows there’s been no shortage of coverage regarding the extent to which US stocks are
“Hope Versus Reality”: Goldman Illustrates The Trump Trade Fade
“This week the market struggled to readjust its expectations for US government policy following the move away from health care reform. Client conversations make clear that investors fall into two camps: The first group worries that the failure to “repeal and replace†the Affordable Care Act is a sign that other items on the policy agenda are less likely to be enacted than they had hoped. Others are encouraged about the shift in focus to tax reform as the new top priority for the administration.”
What Caused The Q1 Rally And Why It Can Continue: Deutsche Bank Explains
So in Q1, you did some dip buying, didn’t you? Just admit it. I mean
Not The Onion: Trump Declares “National Sexual Assault Awareness and Prevention Month”
“As a Nation, we must develop meaningful strategies to eliminate these crimes, including increasing awareness of the problem in our communities, creating systems that protect vulnerable groups, and sharing successful prevention strategies.”
Heisenberg Effect Hits Hard: Scotch, Cocktail Demand Plunge, Goldman Gives Up
It was just a matter of time before all of this came full circle and hit the market most affected by the great Heisenberg sobriety push: liquor.
What Do Government Bond Yields Know About The French Election That Everything Else Doesn’t?
“It would appear that the OAT-Bund spread is lagging relative to volatility measures in equity markets in response to the reduction in French election risk.”
“I’m At A Loss For Words”: Diplomats Instructed “Not To Make Eye-Contact” With Rex Tillerson
“On many days, he blocks out several hours on his schedule as “reading time,†when he is cloistered in his office poring over the memos he prefers ahead of in-person meetings.”
Friday Humor: Sean Spicer Explains The “Phenomenal”
Think back to February 9, when Donald Trump was telling airline executives about how they’ve “done an amazing job,” and about how, much like the President himself, they’re “under pressure from a lot of foreign elements.”
Did Credit Investors Just Give Up On The Trump Agenda?
A couple of days ago in “One Word And One Word Only: ‘Duration’,” we noted
D.C. Demystified: One Simple Chart
“Doing big things is hard.” That’s what Paul Ryan said following the GOP’s bungled attempt
“Big Short” Redux? Steve Eisman Is Worried About Subprime Auto
We’ve been pounding the table on subprime auto and the extent to which that odious
Here’s Why You Should Have Stayed In Bed: Inflation Hooray, Bill Dudley Edition
On Friday morning we got some data you probably don’t care about. Or maybe you
Wall Street Journal Warns: Don’t Trust The Flynn “Innuendo” We Published Last Night
Jesus folks, a little obstruction of justice on the way to aiding and abetting treason never hurt anyone, right?
Trump: Flynn Needs Immunity From “Historic,” Bigly, Big League, Tremendous “Witch Hunt”
“It’s funny because it’s treason.”
It’s The End Of The Quarter, Do You Know Where Your Money Is?
“While the Bloomberg Dollar index edged up to the highest level in more than a week on Friday as supporting month-end flows outweighed profit-taking interest after yesterday’s rally, this is still on track to be the worst quarter in a year for the index. By contrast, gold is heading for its best quarter in a year.”
One Trader Would Really Appreciate It If You’d Stop Telling Him The Sky Is Falling
“First of all, other than having the dubious honor of calling the coming catastrophe, why this insistence on hoping to find it behind every sell order? There will be plenty to write about when it happens.”
Key Calls (Friday): Upgrades, Downgrades & Initiations
Are your stocks on the list?
Flynn: “If You’re Given Immunity, It Probably Means You’ve Committed A Crime”
“When you are given immunity it probably means you’ve committed a crime.”
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