Market Intelligence

Macro and Credit – Lethe
“Forgiveness is the fragrance that the violet sheds on the heel that has crushed it.” – Mark Twain Looking at…
“Forgiveness is the fragrance that the violet sheds on the…
Did Trump Jinx the Market with the Oil Tweet?
Last week we wrote a note on oil, pointing out the fact oil had become a somewhat “forgotten” topic. After…
Last week we wrote a note on oil, pointing out…
QT cannot run forever
An end to QT by Q4 2019 will probably not be a big game changer for EUR/USD by now. We…
An end to QT by Q4 2019 will probably not…
Fearfully Fearless
By now everybody knows global equity volatilities have imploded. The move lower in VIX has been huge, falling from 35…
By now everybody knows global equity volatilities have imploded. The…
The “There Is No Recession In Sight” Chartbook
Yesterday, Michael Lebowitz wrote an interesting piece discussing the “yield curve” and the message it is sending. To wit: “Recently, Wall…
Yesterday, Michael Lebowitz wrote an interesting piece discussing the “yield…
What about Oil?
Remember the Oil carnage last year? Oil is up 35% from late December lows. As we wrote last year, the…
Remember the Oil carnage last year? Oil is up 35%…
Reversals Everywhere
Past few days have been somewhat weird. We can “feel” the bull, but it is not going higher. This is…
Past few days have been somewhat weird. We can “feel”…
Where Investors Put Their Money in 2018
Where Investors Put Their Money in 2018 For most investors, 2018 was both an eventful and frustrating year. Between the…
Where Investors Put Their Money in 2018 For most investors,…
Why Do You Buy Gold Here?
With all eyes on Fed today, we got rather muted reactions across assets. Small down, then small up was the…
With all eyes on Fed today, we got rather muted…
Hedge the World with Europe
Global volatilities have imploded since the “great low” in equities was marked during past Christmas. It was interesting to note…
Global volatilities have imploded since the “great low” in equities…
The Outlook for Automation and Manufacturing Jobs in Seven Charts
Over the last decade, the prospect of mass automation has seemingly shifted from a vague possibility to an inescapable reality.…
Over the last decade, the prospect of mass automation has…
Overbought, period!
Overbought can stay overbought, but RSI readings like the one we are just seeing has been followed by the SPX…
Overbought can stay overbought, but RSI readings like the one…
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