I’m streamlining my twitter feed a bit to cut down on noise and to make it easier to keep track of key information links to refer to later. In Quick Takes I post links I find of interest & relevant on any given day. These links will cover a broad spectrum of items, from the market impacting/relevant to economic & political news, social and the occasional potpourri/humorous and I may add a quick thought/impression.

If you, as I am, sift through tons of news throughout the day to stay informed then you may come to find these Quick Takes as a useful resource.

Goldman and Morgan Stanley Look for Profit Elsewhere After Trading Slumps

Commentary: No end in sight for banks’ bond trading blues

MORGAN STANLEY: A stock market correction is ‘looking more likely’

QT: The 2017 road of continued one way price appreciation has been littered with people calling for even modest corrections, yours truly included. Record volatility compression coupled with continued unprecedented liquidity injections are hurting trading businesses of banks and are continuing to set markets up for a sudden return to normal volatility conditions as technical disconnects widen.

Morgan Stanley: “Client Cash Is At Its Lowest Level” As Institutions Dump Stocks To Retail

QT: What record low volatility and record high prices do accomplish is getting retail fully invested. After all there is no risk. Or is there?

Too many investors are minimizing the biggest risk to the markets right now, warns Oppenheimer’s Stoltzfus

Trump Plans to Pick Next Fed Chair Before Nov. 3 Asia Trip

QT: Yellen staying on would be a surprise. I have no insight into who Trump will pick, but historically the selection of a new Fed chair has brought about some market uncertainty and with it: Volatility.

U.S. import prices surge 0.7% in September

QT: Watch incoming inflation data as I outlined in Careful What You Wish For.

For more detailed market analysis please visit Services.

All content is provided as information only and should not be taken as investment or trading advice. Any investments, trades, and/or speculations made in light of the ideas, opinions, and/or forecasts, expressed or implied herein, are committed at your own risk, financial or otherwise. For further details please refer to the disclaimer.