Finally! A Visual Guide To The French Elections That Actually Makes Sense
Are you confused by the French elections? Well, we all are to varying degrees. Indeed
One Flow Chart Shows How “Simple” ETF Trading Really Is
[Warning: sarcasm ahead]
Nikki Haley Blasts Syria’s Assad In CNN Op-Ed: “Evil Is A Fact Of Life”
“Imagine you are the parent of a boy — a teenager. Policemen come to your home in the middle of the night and take your boy away. He is held without explanation for weeks. And when he finally comes home, your boy has all the marks of having been tortured.”
“Keep ‘Em Guessing” And Avoid A Crisis
“While the FOMC shouldn’t wrong-foot the financial markets just for the sake of it, by the same token, keeping them guessing a bit more could raise market risk premia — and perhaps reduce the chance of another crisis.”
Guest Post: “We’re All Yen Traders Now”
“I warned you that I wouldn’t have any answers in today’s post, but I implore you to stick the Yen up your screen and watch it like a hawk – it’s likely that any serious market dislocation will first show up in the movement of the Yen.”
Chart Of The Day: “It’s Now Higher Than Brexit And Lehman”
“It is now higher than during Brexit, the Euro-area crisis and GFC levels which means demand for equity hedges has increased materially relative to supply among investors.”
Here Are The 5 Most Important Questions In US Politics
Are you confused about the political outlook in Washington? Yeah? Well, that’s ok because believe
Dear North Korea: Don’t Make Mike Pence Pull Out His “Sword”
“The United States of America will always seek peace but under President Trump, the shield stands guard and the sword stands ready.”
Gesundheit! The VIX Is Sneezing, Will Emerging Markets “Catch Cold?”
“What is clearer is that, as investors continue to wait for the global economy to ‘show me the activity’, they have become increasingly nervous about the prospect of a large, sharp S&P drawdown.”
A “Soggy” Bottom Morning
“Soggy US housing starts and soggy industrial production data just reinforced the soggy message from last week’s figures, and with it the growing sense that the inflation peak is earlier and lower than many feared.”
“Petty” (And Pesky) Narratives
One day after warning that “frazzled” would be “the word of the month” for traders,
Key Calls (Wednesday): Upgrades, Downgrades & Initiations
Are your stocks on the list?
Is It Just Me, Or Was That A Nightmare?
You know, I don’t do a lot of “that’s a wrap” or “the day that
White Nationalist, Grandfather Demand Trump Pay Damages For Brainwashing Them
“I acted pursuant to the directives and requests of Donald J. Trump and Donald J. Trump for President [so] any liability must be shifted to one or both of them.”
Chart Of The Day: “What Goes Up…”
Presented without comment…
“This Man Is Dangerous” – Liz Warren On Trump, The Street’s “Fearless Girl” & Why Clinton Lost
“I don’t know; I don’t know, and it’s again, we are where we are,” she says. “Donald Trump has only been here, not even 100 days yet — God, it’s like dog years or something, it feels like so much has gone on. We’ve got to get focused on what we’re going to do in the next week, in the next month. This man is truly dangerous.”
Trump’s American Dystopia In One Chart
Everywhere you look it’s the same story: the “Trump trade” is fading. And fast. But there’s an exception that seems to be flying under the radar…
Goldman: About That “Top” Long Dollar Trade – Fuck It.
Those who, like me, are in the maddening habit of tracking markets on a minute-by-minute
Guest Post: “Giddy Up – Sometimes Trades Are This Simple”
“Be careful assuming that elections are bad news for a nation’s currency. In this case, it is the exact opposite.”
Trump Calls Erdogan: Man Who Rigged Vote Congratulates Man Who Rigged Vote
The powers that be in Europe (those would be the same folks the Marine Le
Trader: “The Word Of The Month Is Going To Be ‘Frazzled'”
” The problem is, market pricing notwithstanding, nerves remain frayed. And markets may find that short-term volatility, in both directions, remains higher than is comfortable for most people.”
French Fries: “Everyone Is Petrified”
Everyone is petrified. The challenge for each of the four candidates is to seek new votes without alienating their base. French voters are like fish, like eels — very slippery.
Hey! I Know May Stole The Show But Don’t Forget Iron Ore Is Collapsing
It was a sharp move lower in iron ore that weighed on risk sentiment overnight as futures dropped 3.7%, following a nearly 2% move lower on Monday.
Theresa May Calls Snap Election In UK After Getting Sick Of “Game-Playing”
“It should be really bad but the most striking thing is, it isn’t really bad. She will have a glass of wine on a Friday night and go to bed perfectly relaxed because there is simply no effective opposition.’’
Yesterday, “The Direction Of Choice Was Down,” But Today “The Future Is Bright”
“Hyped tail risks keep failing to materialize as we overcome multiple hurdles.”
Key Calls (Tuesday): Upgrades, Downgrades & Initiations
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