A “Clean And Hard” Pounding: Complete Recap Of Pound’s Rough Day
As expected, all anyone cares about this morning is cable, which of course plunged overnight on reports that UK PM Theresa May is set to push the envelope on a “hard Brexit” in a speech on Tuesday.
China’s Nasdaq Crashes
The normalization of initial public offerings (IPOs) in China could help raise the financing efficiency
Monday Morning Chart Check (“Clean And Hard” Edition)
Theresa May likes her Brexits “clean and hard.”
Sunday Humor (Scottish TV Guide Edition)
“After a long absence, The Twilight Zone returns”…
Macro Funds “Losing Patience” With British Pound; Trump Comments, UK Treasury Provide Little Relief
Sunday was all about Brexit. The stage was set for cable to collapse today after The
Chart Check (Let’s All Move To Hong Kong)
Are you a Chinese citizen who wants to circumvent Beijing’s increasingly onerous capital controls on the
Pound Plunges On Brexit Fears
So just what kind of hit are we talking about for sterling due to May’s speech,
“Fasten Your Seat Belts” Or, Prepare For A “Pound”ing
So what did we learn on Saturday evening? Well, we learned that next Friday’s circus
“Expect A Correction”: Big Brexit Speech “May” Sow Chaos
You can argue for protectionism and against progressivism and multiculturalism all you want, but what you can’t do is stop the market from rendering its own judgement.
2016 Vs. 2017: YTD Returns
Anything would have been better than last year…
Is The Market Turning On The Man In The Blonde Wig?
And now, back to our regularly scheduled programming…
China: We’ll “Fight Against Protectionism,” Lead “Global Governance” Push
Beijing is making a concerted effort to present China as the new champion of global governance. To the extent Trump believes he’s undercutting the Chinese, he’s actually creating a kind of power vacuum that Xi Jinping is more than happy to fill.
Chart Check (Heisenberg “Uncertainty” Principle)
What’s wrong with this picture?
Dear Donald: You’re Not Hamilton And We’re Not Living In 1791
Since the election, these pages have been awash with commentary suggesting that the incoming Trump
Massive Treasury Short Now At 4 Standard Deviations
If there’s one thing leveraged funds are damn sure of, it’s that short Treasurys is the way to go in the new year.
Presenting Goldman’s “10 Questions For 2017”
I’ll take the under.
“Trading On Faith” Has Its Limits
“With tangible details on most of these policies still missing, the market’s capacity to advance driven purely by faith is now showing its limits.”
Heresy! Don’t Doubt The Narrative
It seems like I’ve been chained to this damn keyboard writing about 10Y yields and
Friday Chart Check: More High Yield Hijinks
Everything is not fixed in HY energy just because oil prices are no longer scraping the bottom of the barrel (pun fully intended).
Meet Steve Patterson. He Just Made $500 Trading Trump’s Tweets
“I think it’s going to be a fun year for trading”…
Friday Political Humor: What Obama Should Have Said
Jordan Belfort said it best…
Treasurys Dump, Dollar Jumps After Econ Data
Boy, that escalated quickly…
Big Bank Earnings Breakdown: Full Summaries Of JPMorgan, Bank of America, Wells Fargo Results
Bank earnings are seen as the first real test for the Trump rally as investors are looking forward to what they hope will be higher margins and a more friendly regulatory regime.
This Chart Tells You All You Need To Know About Hedge Funds
“2 and 20†works fine when things are going well. Not so much when things are going poorly. After all, who wants to pay someone 2% of AUM to lose money or to grossly underperform benchmarks?
Daily Kickstart (“I Had Some Bad Chinese”)
We’re gonna need a weaker yuan. Data out Friday showed China’s exports falling 6.1% y/y
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