Davos Man.
Well, that didn’t disappoint.
Well, that didn’t disappoint.
That raises this question: ok, what would happen to that growth impulse were stocks to crash?
Predictably, it went awry almost immediately.
What to say about Tuesday? Well, a lot actually.
Grab a pitchfork.
So yeah, people are talking about reserve diversification.Â
To the extent the most recent drama is just the latest in a series of “predictable” political shocks, it reinforces what one might call the “noisy status quo” which is part and parcel of the market’s inability to form a consensus.
The government isn’t working.
Is it Friday yet?
Once the end game plays out and the losses are actually booked we’ll get to see whether the despair that accompanies the final rout will spill over into all the places Harvey seems to think it will.
All eyes on (geo)politics. And Canada. Of course.
But wait. It turns out there’s another caveat. A new study from Brookings details a rather alarming set of statistics derived from new data on student debt and repayment, released by the U.S. Department of Education in October 2017.
Thank God it’s Friday.
“Not like everybody says.”
“…if a powerful party wants to roil the equity market, and push the VIX up, one of the best routes is via Treasury bond vol.”
It’s certainly possible.
Well, in what we can only describe as a sign of the surreal times in which we live (and trade)…
Ok, who’s ready to grab the new week by the…
Show of hands: who’s looking forward to earnings season?
Up, up and away, but remember…
“No one is excited.”
Just try not to focus on that, ok?
Who’s afraid of a multi-asset drawdown catalyzed by a bond tantrum in 2018?
As this year melts into next, we thought we’d revisit five key problems the country faces for readers who have a keen interest in the extent to which America, while not the barren, bone-strewn wasteland imagined in Donald Trump’s inauguration speech, does have a set of rather serious issues it needs to address in 2018.
Growth, jobs, legislation, polls, and the Dow.
At this point, you’re probably exhausted with year-ahead outlooks, forecasts, “top themes”, and the like. But…
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