“Traders Get Religion When They’re Making Money”
How important is Friday’s NFP print? Well, probably not that important. Or at least it wouldn’t
Daily Kickstart (Jobs Edition)
Overnight I quoted Goldman on the way to explaining why a short yuan bias was
China Making Preparations For (Trade) War With Trump: Bloomberg
“China’s central government has compiled list of possible retaliatory measures against U.S. companies in event President-elect Donald Trump starts a trade war.”
Thursday Chart Check (Gipper Edition)
Is it all down hill from here?
Bad Loan Securitizations To Soar Incredible 1,700% In 2017
In other words, we’re talking about securities secured by very unsecure loans.
$16 Trillion In Global Trade Captured In One Incredible Video
“Trade has never dominated politics in the way it has this year”…
Here’s What Happens After A Tax Holiday
What does this do for the “silent majority”? Well, not much.
Thursday Chart Check (Smell Test Edition)
What happens when this mean reverts?
PBoC: “Listen To Me Shorts, We’ve Got Your Head In A Vice”
“Don’t make me be a bad guy”…
“This Is Not Your Happy Place”
How can we attribute a plunge in the dollar to a dovish reading of the Dec. FOMC minutes?…
More Yuan Weakness “Inevitable,” One Bank Says
“We think tighter capital controls are stop –gap measure that may plug one hole but won’t prevent another one emerging elsewhere”…
Daily Kickstart (China FX Edition)
Whither the yuan…
What Could Go Wrong?
If history is any guide, a lot…
Greenback Plunges After Fed Minutes
On the heels of the Dec. Fed minutes (which hinted at a fairly gradual pace
Donald Trump’s Many Bankruptcies: A Retrospective
Judging by the poll numbers, Donald Trump has already succeeded in rendering nearly half of the American electorate morally bankrupt. Fortunately, he knows a thing or four about bankruptcies.
“Violent Swings”: What Yellen, Greenspan, And Dimon Say About Rising Rates
Earlier today, I highlighted some recent commentary out of Deutsche Bank who lists among their
Wednesday Chart Check Part 2 (Funding Crunch, Chinese Style)
Whatever you do, don’t listen to anyone who says you shouldn’t concern yourself with a couple of basis points here or there in markets that are some 8,000 miles away…
Wednesday Chart Check (EU Head Scratcher Edition)
Riddle me this Batman…
One Trader’s Warning: The “New Normal” Will Not Feel “Normal” At All
“These won’t be markets that grind in one direction, panic, then quickly recover as soon as the central banks decide enough is enough. Everything is in play and the story lines anything but clear.”
These Are The Two Main “Risk Scenarios” For Markets
There are a lot of things you can say about Heisenberg, but one thing you
A Thought Experiment As Trump’s Secretary Of State Gets $180 Million “Retirement” Package From Exxon
Let’s do a little thought experiment. Hillary Clinton is elected US President. Clinton – who,
Daily Kickstart (Welcome Back Japan Edition)
Markets have been rallying quite strongly on this notion of fiscal hope but, as we
January 20, 2017: The Day Democracy Died
The Donald Trumps, Marine Le Pens, and Frauke Petrys of the world represent a very real threat to Western democratic values. The ideologies they preach are poisoning the gullible who mistakenly believe they’ve found their champions in nationalist candidates pushing a noxious brand of populism.
“It All Started When”…
Gotta love religion.
Here’s One More Reason To Believe China’s Currency Will Continue To Plunge
Despite the Politburo’s best efforts (which now include the imposition of what amount to new capital
Dollar Swings Wildly After Upbeat US Economic Data
Well, that escalated quickly…
Tuesday Chart Check (Frozen Money Markets Edition)
Confucius say: “It’s probably nothing”…
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