Forget Stocks, Look At EU Bonds - They Are The Real Problem

"The ECB is at risk of a massive loss of confidence when Italian banks start failing, Italy’s budget deficit starts expanding again and hard-line euroskeptics win the election in March. As capital is drained out of Europe into U.S. equities, the dollar, gold and cryptocurrencies, things should begin to spiral upwards rapidly."

  • Jan 31, 2018 3:30 AM
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Treasury Yields Are Blowing Out, Slowing Dollar Plunge

The recent frantic moves in Treasurys and the dollar continued on Monday, and while the dollar collapse seems to have slowed for now, this is as a result of an acceleration in the Treasury selloff, with 10Y yields blowing out.

  • Jan 29, 2018 6:58 AM
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Frontrunning: January 9

  • North Korea Strikes Deal to Join Winter Olympics, Commits to Military Talks (WSJ)
  • Oil hits highest since May 2015 above $68 on tighter market (Reuters)
  • As Economy Strengthens, Fed Ponders New Approach (NYT)
  • Intel CEO Comments Indicate Chip Issue May Cause Bigger Slowdown (BBG)
  • Wall Street’s Euphoria May Spell Trouble for Stocks (BBG)
  • Jan 9, 2018 8:25 AM
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Peak Mexico?

"Rather than do what must be done..., México has chosen to buck international scorn, keep pumping like there is no tomorrow and wait out the apocalypse. It won’t be pretty."

  • Jan 2, 2018 1:05 PM
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