Adam Cole
Adam Cole
Austin Jenkins is an American professional wrestler, better known by his ring name Adam Cole. He works for Ring of Honor, where he is a former one-time ROH World Champion and one-time ROH World Television Champion...
ProfessionWrestler
Date of Birth5 July 1989
CityLancaster, PA
case deficit dollar focus interest looking market negatives rate rather risk structural swing worse
The risk is that the deficit is rather worse than the market is looking for and if that's the case it may swing the focus back to structural dollar negatives and away from the interest rate focus.
aversion dollar issue market moment problems resulting risk seems spill trading
At the moment it seems like a pretty ring-fenced issue and it doesn't look like it's going to spill over into the market at large, but any risk aversion resulting from problems with trading would be dollar negative.
building certainly looking risks
Looking two years down the line, there are certainly some risks building up,
balance cause likely margin move negative next rate rates report retail risks sales
The retail sales report makes it more likely at the margin to cause rate cuts. The balance of risks is that the next BOE rates move is lower, which would be negative for sterling.
general risk theme
The general theme is one of risk aversion,
cycle fed interest market pauses peak rate risk seeing
The market is increasingly seeing a risk that the Fed pauses in its rate cycle -- not only that but also the peak in the interest cycle will be considerably lower.
building election euro market premium risk
The market is building in a risk premium because of the uncertainty surrounding the election -- once we get that out of the way, all other things being equal, the euro will probably bounce.
basketball challenge college definitely ends rewarding
It was a challenge just to play college basketball. But it's definitely rewarding now. When it ends like this, it's all worthwhile.
beyond fed hence rates references seemed sending signal yesterday
The signal that the Fed seemed to be sending yesterday is that they don't know where rates are going beyond March, hence the references to data-watching.
cut hoping interest rate squeeze
is still hoping to squeeze one more interest rate cut in.
change delay excess interest material meeting might months policy shift target three withdraw zero
Even if they don't change at this week's meeting the delay is only one month. It will take three months to withdraw excess liquidity before they can target zero interest rates. So the policy shift might not have a material impact.
bad domestic news next reverse
Even if these (falls) reverse partially next month, this is very bad news on domestic demand.
ahead changes data friday likely news short term unless view
Consolidation ahead of payrolls on Friday is likely to be the story in the short term unless we get any news in today's (service sector) data that changes the view on the payrolls.
gentle
We will see a gentle upswing from here.