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2010 October at Trader’s Narrative


Archive for October, 2010



Weekend Reading: Spooky QE2 Halloween


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Here is this weekend’s reading list of economic and market news. To see all the links, go to news.tradersnarrative.com:

Favorable 6-Month Seasonality Period Begins
Markets’ “Liquid Courage” Sapped
The Next Major Disaster Developing for Bond Holders
Want a Big Raise? Get a Wall St. Job
Doug Kass: QE 2 Is a Con Game
CFTC Silver Manipulation Case Drags On
Poking Mankiw with […]


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This week’s sentiment overview outlines the bullish overtones of the market. As we await the results of the mid-term US elections and the imminent arrival of the second wave of quantitative easing from the Federal Reserve, it may be useful to recall the old Wall Street adage to “buy the rumor and sell the news”.
Sentiment […]

Morning Notes For October 29th 2010


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The following is a guest post by a buy-side analyst working in a US asset management firm. The author’s comments are in italics. I welcome your feedback in the comments:
Q3 GDP Quarter over Quarter (Annualized): Survey 2.0% Actual 2% Prior 1.7%

This is the last big piece of data the Fed will have prior to their […]


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It seems almost surreal but the US equity markets seem to be keying of the Greek debt market. Or perhaps the wider European debt markets and I’m just using the Greek bonds as a proxy. Whatever the case, for some time now, this tell has been giving uncanny signals a few days to a few […]

Morning Notes For October 28th 2010


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The following is a guest post by a buy-side analyst working in a US asset management firm. The author’s comments are in italics. I welcome your feedback in the comments:

Lots of news next week: Tuesday is Election Day; Wednesday is the “FOMC rate decision” where the Fed announces details around Quantitative Easing II; Friday is […]




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