Goldman’s Guide To Investing In 2017
Over the course of the last week, I’ve brought you Goldman’s top trades and top
Won’t Take Much To Shift Fed Dots, UBS Says
Well, all eyes are on the Fed tomorrow, but by all accounts there’s really no
UN Accuses Russia, Assad Of “Wanton Slaughter” In Syria’s Aleppo
A couple of days ago, I noted that there were rumors of a cease fire
Oil Market To Slip Into Deficit With Cuts, IEA Swears
Ok, so everyone knows to be skeptical about the OPEC/non-OPEC production cuts, right? I mean
Hallelujah: Market Forecasts Converge With Fed Outlook
In case you haven’t noticed by now, Trump’s election and subsequent nod to fiscal stimulus
Daily Summary
For those who might have missed a beat or two today, here’s Bloomberg with everything
SocGen Previews Today’s Key 10Y Auction
As I highlighted this morning in the latest from Bloomberg’s Richard Breslow, this is an
Jack Bogle: Beware The Meteoric Rise Of ETFs
You know, ETFs aren’t as safe as they may seem. This became readily apparent in
A Quick Look At Monday’s Headlines
Here’s a quick look at some of today’s important headlines via Bloomberg: European, Asian stocks
OPEC Deal “Short-Term” Cut, Goldman Says
Were you holding your breath to find out what Goldman thinks about the prospects for
Russia To Let Syrian Rebels Flee Aleppo “Honorably”, Reuters Reports
Well this is rich. A day or so after swearing that the Russian contingent wouldn’t
Chinese Yuan Becomes 8th Most Traded Currency In The World
Earlier today, I brought you the latest from the BIS, the central bank for central
Presenting Goldman’s “Top 10 Themes For 2017”
On Saturday, I brought you Goldman’s “Top 10 Picks For 2017,” ten trade ideas which
The Central Bank For Central Banks Weighs In On Trump
The BIS, the central bank for central banks whose board is comprised of the worlds
“Active Re-leveraging”
Ok so this is interesting. One would think, given the experience of the beleaguered US
Previewing Next Week’s FOMC Statement
Ok so Goldman has a preview (or three) out re: next week’s Fed meeting which
An Inauspicious Sign From Global Trade
One of the data points I’ve been warning about for sometime now is the relationship
US Wants “Big Magnanimous” Gestures From Russia On Syria (Don’t Hold Your Breath)
So last night, I recommended readers turn a skeptical eye towards all of those “alt.
Goldman’s Top Trades For 2017
Whether you think of the Vampire Squid as a prophetic cephalopod or a solid contrarian
A Look Ahead To Fed Week
From Deutsche Bank’s resident weatherman Joseph LaVorgna: As we have repeatedly warned, much of the
Reflation Trade Continues As Yields Climb, Bond Rout Intensifies
Well, the reflation trade (see here for more) marches on as the 10-year tacked on
It’s Time To Stop Painting Russia As Syria’s Liberator
“Syria is now a kaleidoscope of fiefdoms.” That’s from FT, assessing the state of affairs
Reflation Nation: “Righting” The Wrongs With A Single, Enduring Populist Push
Do you believe in miracles? Apparently somebody does, which is why we’re seeing record after
On Fake News
Perhaps it’s the fact that a near-death experience has stripped me of any vestiges of
What History Says About Presidents And Recessions
I know, I know. Everything will be “great again” come January when a flamboyant internet
All Hail The King
That’s right folks, Donald Trump is President. To be sure, no one really thought this was possible.
“No Assets Are In Bubble Territory”: Fed
The Fed is notoriously bad at spotting bubbles. They’re also notoriously good at inflating them.
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