Monday, 31 August, 2020
US. US ELECTIONS: while the official polls still give Biden a significant lead over Trump (still leading in most of the key swing states) the BETTING ODDS on the presidency have narrowed significantly. {https://www.realclearpolitics.com/elections/betting_odds/2020_president/} from Bloomberg Professional for iPhone ——————————————————————————-This message may contain confidential or privileged information. If you are notthe intended recipient, please advise us immediately and delete this message.The unauthorised use, disclosure, distribution and/or copying of this e-mail orany information it contains is prohibited.This information is not, and should not be construed as, a recommendation,solicitation or offer to buy or sell any securities or related financialproducts. This information does not constitute investment advice, does notconstitute a personal recommendation and has been prepared without regard tothe individual financial circumstances, needs or objectives of persons whoreceive it. Read More
Tuesday, 01 September, 2020
White Rabbits …. ——————————————————————————-This message may contain confidential or privileged information. If you are notthe intended recipient, please advise us immediately and delete this message.The unauthorised use, disclosure, distribution and/or copying of this e-mail orany information it contains is prohibited.This information is not, and should not be construed as, a recommendation,solicitation or offer to buy or sell any securities or related financialproducts. This information does not constitute investment advice, does notconstitute a personal recommendation and has been prepared without regard tothe individual financial circumstances, needs or objectives of persons whoreceive it. Read More
Wednesday, 26 August, 2020
Goldmans on Jackson Hole GS on Jackson Hole: GS expect the FOMC to adopt average inflation targeting (AIT) They think AIT will mean aiming for 2-2.5% inflation when the economy is at or near full employment, but not explicitly tracking and committing to make up for past downside misses. In the tools section of the review, we expect the FOMC to note that front-end yield caps or targets (YCT) could be useful in the future […] Read More
Friday, 28 August, 2020
Ministers were warned today that businesses and workers will need months more financial assistance to avoid a second economic ‘hurricane’ in the autumn and winter. British Chambers of Commerce director general Adam Marshall warned that a second storm after the furlough scheme ends in October could be worse than the original impact of the lockdown in the spring and summer. He said that firms in areas struck by localised lockdown would need help to avoid […] Read More
Friday, 28 August, 2020
Rolling Stones ok this one’s for the good guys https://www.standard.co.uk/fashion/rolling-stones-flagship-store-carnaby-street-london-a4529296.html ROLLING STONES MEMROBILLIA STORE- opening opposite out office on 9th of September hopefully they going to turn up, so we will host drinks here let me know if you’re coming, IF YOUR NAMES NOT ON THE LIST YOURE NOT COMING IN ——————————————————————————-This message may contain confidential or privileged information. If you are notthe intended recipient, please advise us immediately and delete this message.The unauthorised use, disclosure, distribution and/or copying of this e-mail orany information it contains is prohibited.This information is not, and should not be construed as, a recommendation,solicitation or offer to buy or sell any securities or related financialproducts. This information does not constitute investment advice, does notconstitute a personal recommendation and has been prepared without regard tothe individual financial circumstances, needs or objectives of persons whoreceive it. Read More
Sunday, 30 August, 2020
From: Christopher Joye <info@coolabahcapital.com> Date: 29 August 2020 at 22:47:20 BST To: Ashley Joye <Ashley.Joye@archr.com> Subject: AFR: The central bankers’ conceit Reply-To: info@coolabahcapital.com AFR: The central bankers’ conceit No images? Click here AFR: The central bankers’ conceit In the AFR I write that on Thursday night the world’s most powerful central bank – the US Federal Reserve – ushered in a revolutionary change to its monetary policy framework because it believes it has consistently missed […] Read More
Tuesday, 04 August, 2020
Citi – Main takeaways on Aug seasonality: – August seasonality is most pronounced in global rates and Gold. Yields across US, Canada, Europe and the Antipodeans on average have seen a significant fall in the backend of the curve over the month over the last 20 years, even though seasonality has become less consistent over time. There is little evidence of August seasonality in equities. – Implied FX vol tends to rise in August. In […] Read More
Monday, 03 August, 2020
PREVIEW: RBA To Hold As Virus Lockdowns Hit Victoria No Change Expected In Rates, Bond Buying Language May Change As Victoria Declares State Of Emergency SYDNEY (MNI) – The Reserve Bank of Australia is set to keep monetary policy unchanged Tuesday, despite a resurgence of the coronavirus in some parts of the country, with focus on how policymakers address the fresh challenges the economy will likely face in coming months if further lockdowns occur. In […] Read More
Thursday, 30 July, 2020
JPM: The July FOMC mtg “was expected to be a placeholder event until more important decisions are made” at Sept mtg and FOMC “met those expectations.” – “No major changes were made to either Fed’s policy stance or to post-mtg statement” but “there were some hints that further action will be forthcoming,” he said. “First, opening statement of Powell’s press conf. was dovish insofar as he talked about renewed virus control measures ‘starting to weigh […] Read More
Tuesday, 28 July, 2020
SEP BOBL, close to major resistance, 135.08.. IF you think we hold again and we reject the upside as seen last 6 attempts, today’s unwind of 8.5k combo’s (selling put) has seen SKEW flip from recent lvl of +0.5 the PUT into +1.5 the CALL ….. THOUGHT: Rather than shorting the outright, look at the OEU0 134.75/134.50 PUT SPREAD for 7 vs 02 14%D {97<GO>} ——————————————————————————-This message may contain confidential or privileged information. If you are notthe intended recipient, please advise us immediately and delete this message.The unauthorised use, disclosure, distribution and/or copying of this e-mail orany information it contains is prohibited.This information is not, and should not be construed as, a recommendation,solicitation or offer to buy or sell any securities or related financialproducts. This information does not constitute investment advice, does notconstitute a personal recommendation and has been prepared without regard tothe individual financial circumstances, needs or objectives of persons whoreceive it. Read More
