Macro and Credit - Fandango

Kashkari & Consumer Credit Curtail Stock & Bond Gains Another quiet macro day (although an ugly picture was painted late.....»»

'Vol Genie' Is Out Of The Bottle, Geopolitical Tensions Or Not Authored by Simon White, Bloomberg macro strategist, Equity, fixed-income, credit, commodity and even FX volatility are beginning to.....»»

Credit Impulse Update: A Key Engine Of US Growth Is Stalling Authored by Christopher Dembik, head of Macro Analysis at Saxo Bank, This is certainly one of the most impo.....»»

Stocks likely matter most to you and your portfolio, but credit and debt are what matter to the macro market and investment banks......»»

This Is The Longest Contraction In UK Credit Impulse Since The Early 1990s Submitted by Christopher Dembik of Saxobank Our favorite macro gauge UK credit impulse, which explains economic activity nine t.....»»

Submitted by Christopher Dembik, head of macro analysis at Saxo Bank Based on preliminary data, global credit impulse - the second derivative of global credit growth and a major driver of ec.....»»

We have extensively documented the ongoing collapse of Turkey's financial system in the last few days as Reserves plunge, credit risk soars, and the currency plummets... ...but Bloomberg macro strategist Mark Cudmore warns this is far more .....»»

"After World War I.....»»

"You can stroke people with words." -  F. Scott FitzgeraldWhile learning that Global debt had reached a record $237 trillion in 2017 which is more than 327% o.....»»

"No matter what political reasons are given for war, the underlying reason is always economic." - A. J. P. Taylor, British historianLooking at the evolution of the trade war rhetoric in conjunction with cold.....»»

"The philosophy of protectionism is a philosophy of war." -  Ludwig von MisesWatching the intensification of the trade war rhetoric, with additional dollar weakness, and a softening tone in US macro data, when it came.....»»

"It was one of those March days when the sun shines hot and the wind blows cold: when it is summer in the light, and winter in the shade." -  Charles Dic.....»»

"There exists everywhere a medium in things, determined by equilibrium." -  Dmitri Mendeleev, Russian scientistWatching w.....»»

"Bright light is injurious to those who see nothing." -  PrudentiusLooking at the relief rally that followed the tragedy that followed the "first to default" wipe-out of large swaths of the.....»»

"Stupidity is an elemental force for which no earthquake is a match." -  Karl Kraus, Austrian WriterWatching with interest the tragedy unfold on the short gamma crow.....»»

"History is a vast early warning system." - Norman Cousins, American authorLooking at the markets wobbles on Friday, with the .....»»

"All you need in this life is ignorance and confidence, and then success is sure." - Mark TwainWatching the mesmerizing new heights reached by US equities in conjunctio.....»»

"We're just a bubble in a boiling pot." - Jack JohnsonLooking at the acceleration of inflows, with record flows piling into Investment Grade, Emerging Markets (EM) and equities, when it came to selecting this week's title analogy, we reacq.....»»

"Declining productivity and quality means your unit production costs stay high but you don't have as much to sell. Your workers don't want to be paid less, so to maintain profits, you increase your prices. That's inflation." - W. Ed.....»»

"There are things known and there are things unknown, and in between are the doors of perception." - Aldous Huxley.....»»