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.
Gasoline Explodes (Literally); Oil Languishes On “No Deal”
Crude may be having a hard time finding its footing thanks to a decisively indecisive
Beware The “Politics of Rage”
I’m in the tunnel under Grand Central on the Harlem Line and I’m thinking the
Don’t “Over-Position” For Election, One Bank Warns
There’s no shortage of opinions out there with regard to how traders should position ahead
Religious, Political Spats Sully OPEC Deal
“Yes, we continue tomorrow with non-OPEC but there was no complete agreement today since Iran
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