Following The “Three Wise Markets”
Boy, oh boy, the Christmas metaphors are in full effect over on the sellside. Thankfully
Ushering Out 2016 With A Chuckle
If laughter is truly the best medicine and you happen to be sick with something,
Daily Kickstart With Deutsche Bank
Well the dollar took a break on its march higher versus the yen on Monday,
Majority Of Americans Say Trump Too Friendly With Russia/Putin: Poll
One topic that’s grabbed its share of headlines is the degree to which President-elect Donald
These Are The States That Would Be Most Hurt If Trump Rips Up NAFTA
Donald Trump likes to extol the virtues of “good” deals. He also likes to bemoan
This Graphic Shows Which Countries Are Most Vulnerable To A Soaring Dollar
If there’s anything analysts seem sure of right now, it’s that a stronger dollar is
Breaking Down Policy Shift By Country
One of the themes at the forefront of everyone’s mind (well, at the forefront but
Here’s What China Thinks Of Europe According To Web Search Results
If you want to have yourself some fun, play around one day with Google’s autocomplete.
A Look Back At 8 Years Of QE
Well, we’re coming to the end of an era. The median Fed dots now presage
Here Are Donald Trump’s Four Policy “Arrows”
One of the most pervasive themes (perhaps the most pervasive) in the post-election world is
“Higher Rates Are Coming To Town”
Oh dear lord. This is what passes for humor on the sellside (from Wells Fargo’s Nathaniel
A Look Back At The Day That Was (Friday)
Well, the day ended pretty much as it started – with a reversal of recent
Barclays Surveys 885 Investors – Here’s What They Found
I’ve said it until I’m blue in the face (or maybe “yellow in the face”
More Post-Fed, End Of Year Chatter
Reactions to the Fed’s “hawkish” dot plot shift are still trickling in from all over
Presenting “Truth Trump”
You know, I have seen (not to mention penned) some pretty damning indictments of dishonest
Assessing OPEC/Non-OPEC Production Cut Compliance
I’ve been skeptical about the OPEC/non-OPEC production cuts since day one. As I outlined earlier
The Dollar Has Become A “High Yielder”
We all know the USD has been on fire of late, thanks in no small
Daily Kickstart
Gold is up, 10Y yields are slightly lower, the dollar is marginally weaker against the
A Look Back At The Day That Was
For those who might have missed any of Thursday’s action or for anyone who just
Syria: There Is No “Right” Side
I’ll confess that I’m hopelessly torn when it comes to Syria’s five year old, bloody
2016 Performance Revisited And Deutsche’s 2017 Equity Outlook
As 2016 comes to a close with US risk on a veritable tear thanks to
Presenting Deutsche Bank’s “Visual Guide To The Fed”
No one ever accused the Fed of producing compelling reading material. For a group of
The Black Swans Cometh
Want to see something scary? Look no further than SocGen’s latest black swan chart, which
As Expected, Fed Hikes Rates (Here’s Everything You Need To Know)
Well, it was always all about the dots and we did get a little drama
Syrian Girl Tweets “Last Message”, Claims Assad Staging “Genocide”
Oh look, here’s one of those Syrian “bandits” (note the sarcasm) that are trapped in
Syrian Rebels Say Iran, Russia Already Breaking Aleppo Cease Fire As Civilians Attempt To Flee
Well, who could have predicted this? Just hours after a cease-fire was set to go
The Fed Can’t “Err Dovish”
For those of us who just can’t get enough when it comes to analysis of
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