(Almost) $400 Billion Weighs In On Tax Reform, The Fed, And The Dollar
Bank of America’s latest rates and FX survey comprises responses from 74 fund managers with
As North Korea Displays Missiles, Some Perspective
Remember how about 24 hours ago everyone was sure – sure – that North Korea
2 Visuals Show North Korea’s Strike Capability Or, Kim Has NoDong(s)
Simply put, Kim’s “NoDong” is “presumed operational.”
Look Out Below: “Godzilla Returns Next Week”
“Between 2002 and 2016, total purchases from April 15 to December 31 have averaged $90bn.”
Trump’s China Flip-Flop Is Complete: Treasury Declines To Apply Currency Manipulator Label
As tipped by… well, by Donald Trump himself, the Treasury department refrained from labeling China a
UN Ambo Nikki Haley Is A “Bull In A China Shop” – So Watch Out World
“A person who breaks things or who often makes mistakes or causes damage in situations that require careful thinking or behavior.”
North Korea: “We Will Go To War” With “Gang Of Cruel Robbers” In US
One of the things that gets lost in the incessant media coverage of escalating tensions
This Is OPEC’s “Target” Price For Oil
“This is how far we want prices to rise. That is our aim.”
Easter Algos Dump Dollar After Dour Data Deluge
Earlier this morning the reflation narrative rolled over and died. That’s not just our dour
It’s Time For A “Tactical Rally” In Bond Markets: Deutsche Bank
If last week marked the “throwing in the towel” moment for Deutsche Bank’s Dominic Konstam with
Uh-Oh. Core CPI Posts First Decrease In More Than 7 Years
So much for reflation…
As Trump Ponders 50,000 Troops In Syria, Here’s A Little Perspective On ISIS
Let’s just be clear about one thing: the idea that retaking Raqqa from Islamic State
This Chart Shows “The Clouds Darkening For US Autos”…
“…nearly double the average differential by this time last year.”
Chart Of The Day: Central Bank Intervention For Dummies
A “clearly illustrated phenomenon.”
Volatility, A “Tipping Point,” And The Disappearing “QE-Put”
“Why are vols and spreads staying relatively low, despite the rise in policy uncertainty and populism?”
Video: Lawmaker Markwayne Mullin Is Sick Of Taxpayers’ “Bullshit”
“You say you pay for me to do this? That’s bullcrap.”
Oh “Lord”: Idiot Tells African American Woman That Trump Is “The MLK Of Healthcare”
I…I…I want to say something here that I know will drive someone crazy…
Am I Wrong About ETFs Being “Financial WMDs”? Goldman Says “Probably”
“If investors in these vehicles seek to withdraw at the first sign of trouble, then this demandable equity will have the same fire-sale-generating properties as short-term debt.â€
Meanwhile, In Syria: Assad “100% Sure” He Was Set Up, US Accidentally Kills 18 “Friendlies”
So last week, following reports that someone had dropped what social media claimed was “white
Trump: “China Must Properly Deal With North Korea, Or I Will!” Oh, And “USA!”
I’m not really sure why I’m writing this, because it just serves to perpetuate the
“Coiled Springs,” Trump The Rates Strategist, And “The Elephant In The Room”
“One question we’ve pondered is whether the best post-election trade is in bond-land or FX”…
Bill Gross Has Some “Brainteasers” For You And Eventually He’ll Say Something About Markets
“Equity markets are priced for too much hope, high yield bond markets for too much growth, and all asset prices elevated to artificial levels that only a model driven, historically biased investor would believe could lead to returns resembling the past six years, or the decades predating Lehman.”
“Nemesis Awaits”: Albert Edwards Warns Of Central Bank Hubris
” Now we have central bankers patting themselves on the back for having done a jolly good job. That surely is the most worrying, hubristic signal of all.”
Two “Bigly”s: Trump WSJ Comments Battle Kim’s New Road For Overnight Supremacy
Well needless to say, Donald Trump’s comments in the Wall Street Journal (which hit at
Is This Over Yet? “If Ever I Needed A Long Weekend, It’s Right Now”
“The hardest challenge of the day may well be not clock- watching. But while you may have been stopped out more than once this week at least you won’t have tenuous positions when they release big numbers tomorrow with the market shut.”
Key Calls (Thursday): Upgrades, Downgrades, & Initiations
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