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Divergent: Monetary Policy in a Post-Apocalyptic World

By - - Uncategorized on January 12, 2015 6:41 PM 1 Follow-Ups
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Too dramatic? BK continues to think the biggest risk for markets (US stocks for the asset-class challenged) is the unwinding of the divergence theme. That is to say, the consensus trade is that the FED will raise rates this year –>therefore, buy US assets -> dollar, bonds, stocks. The weaker than expected US average hourly […]

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Fine, Deflation. But For How Long?

By - - Emerging Money on January 12, 2015 4:38 PM 2 Follow-Ups
Berlin, Reichsbank, Geldauflieferungsstelle

It’s amazing to me that despite staring down the barrels of the same themes that have obsessed markets for the last 2 months (USD strength, energy price impact, SPX valuations near cycle highs) people are now questioning whether the earnings season now upon us is looking challenging – meanwhile the “street” continues to endorse US […]

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What Deflation Feels Like

By - - Uncategorized on January 12, 2015 2:59 PM 2 Follow-Ups
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After some back and forth overnight, we wake up to an S&P that is indicated to open some 11 handles higher than Friday’s close. One can question the reasons behind this incredible  six year run since the 667.00 low in March of 2009, but what you can’t question is the resilience of the broader market. […]

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