Pardon My French: “Words Speak Louder Than Actions”
Do you speak French?
Is “Vive La France” The Rallying Cry That Gets Oil To $70? One Bank Thinks So
“Should a synchronous recovery take hold, we believe dollar weakness would be bullish for USD oil prices. While micro supply/demand fundamental oil balances still point to higher oil this summer, oil could soon sing “Vive la Franceâ€. We retain our $70/bbl end-of-June target for Brent.”
Tape Bomb! Trump Prefers “Low Interest Rates,” Says “Dollar Too Strong”
TRUMP TELLS WSJ UNDECIDED ON RE-NOMINATING YELLEN: CNBC
Video: Trump Recounts How He Bombed “Iraq” While Eating “Beautiful” Cake With Xi
Now to be sure, Xi was probably going to be shocked anyway to learn that Trump had just made a mid-chocolate-cake-bite decision to bomb another country, but I’d imagine the real surprise came when…
Here Are Goldman’s “25 Tactical Trades” For Earnings Season
Ok, so who’s excited about earnings season? If you raised your hand, then Goldman has
Dollar Jumps As Tillerson Emerges Alive After Putin Meeting
The dollar (and yields) are spiking as Rex Tillerson and Sergei Lavrov attempt to explain
“It’s Brilliant. It’s Genius” Fox And Trump Marvel At 50-Year-Old Technology
“Unmanned? Brilliant.”
“These Strategies Just Aren’t Working Anymore” – A Simple Explanation For Underperformance
“Much like their equity counterparts, macro traders are struggling because some of their favored strategies just aren’t working any more.”
Trump Further Alienates Bannon In Hilarious NYP Interview: “I Like Steve But” Mehh….
“When I asked the president Tuesday afternoon if he still has confidence in Bannon, who took over the campaign in mid-August, I did not get a definitive yes.”
FBI Secretly Monitored Trump Adviser, And One “#MAGA Eating” Breitbart Employee Is Fired Up
“Ok folks, it’s time to play America’s favorite game in which you read a few excerpts from a piece of news and apply one of the following two labels”…
You Will Have To Pry Goldman’s Bullish Commodities Thesis From Their Cold, Dead Hands
“Will the survey macroeconomic data turn into strong hard macroeconomic data; will the Chinese credit data turn into real physical demand for metals; and will the OPEC production cuts turn into solid US oil inventory draws? “
“All’s Well That Doesn’t End In A Giant Mushroom Cloud”
Well, you know what they say, “all’s well that doesn’t end in a giant mushroom
Goldman: The Gas Wars Are Coming And “Russia’s Grip On Europe” Is Slipping
“We believe that we are likely to see a similar response from low-cost producers to that seen in the oil market to the rise of shale production. OPEC, which has been limiting its production for a long period of time, decided to take on the shale producers in 2014, ramping up its output in a bid to force shale producers to reduce their investment and output. This eventually occurred in 2016.”
Trader: Shut That Lyin’ Mouth And “Get ‘Em While They’re Hot”
“Too many commentators have fallen into the “everything is binary†trap and decided that if you assume each event will end badly, there’s material to turn out a good rant”
Key Calls (Wednesday): Upgrades, Downgrades & Initiations
Are your stocks on the list?
We’ve Gone Too Far
Simply put: when central banks pull the punchbowl, it’s going to be left to retail investors, their portfolio of ETFs, and an army of hair-trigger, headline-chasing robots to negotiate an environment where suddenly, for the first time in nearly a decade, markets are allowed to trade in a two-way manner.
Spicer: Don’t Let My Hitler Screwup Distract From Trump’s “Attempts To Destabilize The Mideast”
Listen below as Spicer explains how he “needed to clarify and not, in any way shape or form perform a distraction from the President’s decisive action in Syria and the attempts that he’s making to destabilize the region”…
Oops… Sean Spicer Forgets Hitler Used Chemical Weapons
Oh, dear lord…
Crise: “Shhh… We’ve Already Seen This Movie”
So as the market frets day and night about the pace at which the Fed will shrink its balance sheet, Bloomberg’s Cameron Crise is out with a reminder that in reality, we’ve already seen this movie. And if the first screening was any indication, this may be “much ado about nothing.”
White House: “Overwhelming Evidence” Russia Trying To Cover Up Syria Gas Attack
“The Syrian regime and its primary backer, Russia, have sought to confuse the world community about who is responsible for using chemical weapons against the Syrian people in this and earlier attacks.”
“Something Happened After The Crisis” Deutsche Bank Settles An Important Debate
“Even more striking, however, is the twisting in the curve: the euro became far more sensitive to the very front-end of the curve”…
“Who’s Behind The Treasury Rally?” Bank Of America Answers
Implicit in the incessant speculation (no “spec” pun intended) about 10Y yields, where they’re going,
Oil Jumps On Saudi “Maybe We’ll Extend These Cuts After All” Headline
SAUDI ARABIA SAID TO WANT OPEC TO EXTEND PRODUCTION CUTS: WSJ
Look! It’s Falling Apart: Yields, USDJPY Fall; Stocks Tumble
See how that works?
Reliable Sources: Putin Says Putin Puppet Plotting Fake Gas Attacks To Frame Putin
You know, sometimes you just have to throw up your hands. There’s a difference between
Eric Trump Wants To Talk To You About Syria And His Dad
“If there was anything that [the strike on] Syria did, it was to validate the fact that there is no Russia tie.”
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