Daily Kickstart (Welcome Back Japan Edition)
Markets have been rallying quite strongly on this notion of fiscal hope but, as we
Markets have been rallying quite strongly on this notion of fiscal hope but, as we
At long last, the holidays are over. I like the peace and quiet as much
Judging from some of the mail I get and from some of the conversations I’ve
One question going into a week in which the tape was painfully thin across the
“There are few places to hide for bond investors in this environment”…
Deutsche Bank and Credit Suisse are on the move overnight after the banks both settled
One of the key themes in 2016 was the extent to which the dollar dictated
How many times have you heard that we’re nearing the “end of cycle” lately? Or
It makes total sense to take some money off the table. We’ve priced in no
“European stocks climbed to their highest in almost a year, while bonds and gold fell,
If laughter is truly the best medicine and you happen to be sick with something,
Well the dollar took a break on its march higher versus the yen on Monday,
Well, the day ended pretty much as it started – with a reversal of recent
Gold is up, 10Y yields are slightly lower, the dollar is marginally weaker against the
Over the course of the last week, I’ve brought you Goldman’s top trades and top
Here’s a quick look at some of today’s important headlines via Bloomberg: European, Asian stocks
Whether you think of the Vampire Squid as a prophetic cephalopod or a solid contrarian
Do you believe in miracles? Apparently somebody does, which is why we’re seeing record after
That’s right folks, Donald Trump is President. To be sure, no one really thought this was possible.
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