Bank Of America Answers Your Questions About The Fed’s Balance Sheet
I am continually amused at the extent which a question comes up – let’s say
Nikki Haley: “Not Any Sort Of Option” With Assad In Power
“There’s not any sort of option where a political solution is going to happen with Assad at the head of the regime.”
Deutsche Bank’s Kocic Delivers Stark Warning: Beware Populist “Buyer’s Remorse”
“The initial embrace of populism has gained traction based largely on a belief that political disruption, as a mode of change, deserves the same status that creative destruction used to have in the post industrial era with resulting political entropy becoming one of the main sources of market volatility.”
“What’s Beef?” Bannon, Kushner “Bury The Hatchet” In Mar-a-Lago
“He’s got a long fuse for that kind of thing,” said one former adviser. “I imagine he has gotten tired of this.”
This Is How Much QE Matters…
Right, so 10Y yields are all anyone wants to talk about. In fact, you’ve probably
Trump 2015: Saddam “Throws A Little Gas, Everyone Goes Crazy,” & Yada, Yada…
“Then, Saddam Hussein throws a little gas (hand gesture), then everyone goes crazy (more hand gestures)”…
“Every Day It’s Something New” – White House Scrambles To Deny “Toxic” Rumors
We can depend on you to see the proverbial writing when it’s on the proverbial wall, right? Good.
One Bank Throws In The 10Y Towel: A “Suckered,” “Reluctant,” “Half-Hearted,” “Failure”
Behold: how to turn 2 words into 363.
9 Charts: Feel Free To Ignore Them
Nobody likes to feel stupid, right? Right. That’s where humanity’s natural tendency to rationalize comes
Pentagon: US Now Looking Into Possible Russia Role In Syria Chemical Attack
“He thought he could get away with it because he knew Russia had his back. That changed last night.”
Presenting The Syria Chemical Weapons “Kill Chain”
“Based on information released by the U.N., the Organisation for the Prohibition of Chemical Weapons (OPCW), nongovernmental organizations, and the U.S. and European governments, it is possible to construct a picture of the Syrian government’s entire chain of command involved in the research, production, weaponization, planning, and delivery of chemical weapons.”
Here’s How To Play The Retail “Big Short” (Hint: It’s Not CMBX)
The rise of online competition and a steady decline in foot traffic and earnings seem to presage a veritable apocalypse for brick and mortar. And no, that’s not hyperbole. This is an existential crisis.
Republican Lawmaker: Steve Bannon Needs To Go – Now.
“I think it would be welcome news for the nation. His views are not in line with our country.”
Trump Considers Firing Steve Bannon: Report
All of this seems entirely consistent and very unlikely to be coincidental. This is Bannon on the way out, Kushner assuming a more prominent role, a reversal of course with regard to Syria, Assad, and Russia, and Devin Nunes recusing himself all within 72 hours.
Goldman Explains Jobs Disaster: “Weather” Word Count = 7
“Based on industry data and household survey details, we believe severe winter weather accounted for roughly half of the deceleration.”
Friday Humor: “A Picture Is Worth A Thousand Words”
Someone has to sit in the back these days…
Now It’s Personal: “California Fights Back” Against A “Mean-Spirited” Trump
“Now, he was taking on California itself, a state in which more than one out of 10 Americans live, and which sends more than $350 billion to Washington each year in federal taxes (and gets substantially less than that back). A state with strong progressive values that it will not happily see undermined.”
“It Was A Fleeting Theme” Guess What Investors Just Stopped Worrying About…
This just became a distant memory.
10Y Yields Hit YTD Lows After Miserable Jobs Number
This was just about the last thing the reflation narrative needed following last night’s decision by the Trump administration to launch airstrikes against targets in Syria. Predictably, yields and the dollar are plunging with the 10Y yield hitting YTD lows.
Jobs Report Misses Big
U.S. MARCH PAYROLLS RISE 98,000, JOBLESS RATE FALLS TO 4.5%
“We’ve Come Too Far, There’s Too Much To Lose!” Composure Key As World War III Beckons
If ever there were a time when the phrase “that escalated quickly” was appropriate, this
3 Reasons The Syria Strikes Matter For Oil
“The US launched Tomahawk missiles at Syria overnight, escalating the conflict there. There are three main reasons why this matters for the oil market.”
Syria Airstrikes: A Bullet Point Summary Of The World’s Reaction
Here’s a rundown of pretty much everything you need to know in terms of who said what over the past seven or so hours. Most of this is predictable, but nevertheless you should keep yourself apprised.
“Appropriate And Just”: Congress Reacts To US Airstrikes On Syria
From the hawks to the “that was probably Unconstitutionals”…
“Get A Grip” One Trader Doesn’t Want You To Freak Out On Friday
“So it is possible. How often do you get Nancy Pelosi, Chuck Schumer, Paul Ryan and John McCain agreeing on something?”
Key Calls (Friday): Upgrades, Downgrades & Initiations
Are your stocks on the list?
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