[Bloomberg] Peso Soars, Loonie Gains as FBI Says Clinton E-Mails Not a Crime [Bloomberg] Election Fears Have Hedge Funds Hiding Out in Gold [Bloomberg] [...]
[NYT] ‘We Almost Have Riots’: Tensions Flare in Silicon Valley Over Growth [CNBC] Alarm grows as smart home technology and hacking risks proliferate [AP] [...]
As a determined analyst, I’m as committed as ever to remaining “fiercely independent.” This must at least partially explain why I’ve tended to consider [...]
[Bloomberg] Stocks Extend Pre-Vote Selloff as Treasuries Gain; Lira Weakens [Bloomberg] Oil Heads for Weekly Drop After Erasing OPEC Algiers Deal Gains [...]
[Reuters] S&P 500 losing streak runs to 8 days as Facebook weighs [Bloomberg] Is China Repeating Japan’s Missteps? [Reuters] Egypt floats pound, eyes IMF [...]
Evening Links [Bloomberg] Fed Sets Up Possible December Move While Leaving Rates on Hold [Bloomberg] December Fed Hike Odds Approach 80% as Traders [...]
October 28 – Bloomberg (Eliza Ronalds-Hannon and Claire Boston): “After all central bankers have done since the financial crisis to prop up bond prices, it [...]
It’s been a full seven days since a CBB focused on China… Important – confirmation of the thesis – data again this week. October 21 – Reuters [...]
There’s this uneasiness – an eeriness – in the markets; in the world (I’m not touching politics). Seemingly out of nowhere, the U.S. dollar index [...]
Clearly, the National Hurricane Center, The Weather Channel, meteorologists and disaster consultants have succumbed to the cult of fear mongering. “Extremely [...]
September 30 – Wall Street Journal (James Mackintosh): “Lehman failed the way all banks fail: It ran out of cash and liquid assets it could quickly sell to [...]
The beginning of the year seems ages ago. Recall how securities markets fell under significant stress. Global central bankers responded (Pavlovian) with [...]
The beginning of the year seems ages ago. Recall how securities markets fell under significant stress. Global central bankers responded (Pavlovian) with [...]
Is a meaningful de-risking/de-leveraging episode possible with global central banks injecting liquidity at the current almost $2.0 TN annualized pace? Thus [...]
Commenting on Friday’s jump in global bond yields, a fund manager on Bloomberg Television downplayed the move: “Yields are back to where they were last [...]
