TMM are finding themselves scratching their heads and suddenly bereft of ideas. It’s been a turbulent week or so if you’ve been a North African dictator, a Scottish Tennis player or a Short Sterling Long or Short. So while we collect our thoughts, we thought it was time for Twenty Riddles of the Sphinx.
- Which trades first in SPX? 1350 or 1250?
- Will contagion from Tunisia and Egypt spread to Saudi Arabia or Iran?
- Will Brent Crude stay about $100 for long?
- Is the Gold correction over?
- Will EM central banks’ reluctance to hike rates result in an EM panic?
- Will the Bank of England hike in February, or has Q4’s GDP shocker scared them off?
- Were the shenanigans in Euro money markets a “one off”, and will normal operations resume in the next reserve period?
- Is the European peripheral bond market capable of standing on its own two feet now that the ECB isn’t buying anymore?
- Who will hike first? The ECB or the BoE?
- How long will it be before Goldman Sachs get the blame for the North African & Middle Eastern social unrest as a result of its financial entanglement with Facebook?
- Will Uncle Axel get the job?
- Which trades first in EURUSD? 1.43 or 1.33?
- Will Merv re-base his pension to CPI when the RPI-CPI basis goes negative?
- Will the Fed complete QE2?
- Will the AUD parity party last more than a few days this time?
- When will S&P downgrade Moody’s?
- Is Spain’s Caja plan enough?
- Will anything ever happen in the Swiss front end?
- When will risk assets have a more meaningful correction?
- What particular variety of constitutional crisis awaits the new Irish government?
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