Latest Posts
Buy It All.
The promise of perpetual liquidity provision…
Goldman Throws In The Towel, Says Fed Cuts Coming In July, September
It was a long time coming.
It’s Almost Over For Jerome Powell: Trump Says He Has Authority To Replace Fed Chair
If the Fed doesn’t cut rates in July, Powell is out as chair.
Jeff Gundlach Makes Stunning Suggestion: Trump May Pull Out Of 2020 Election
If the economy rolls over, “there’s very little for him to run on.”
‘It’s Just A Matter Of When’: What Wall Street Thinks Of The June FOMC
The only question for markets is “By how much?”
Powell Fed, Now Hostage To Bond Market And Donald Trump, Largely Delivers
“Further reaffirmation”.
Fed On Hold, But Out Of ‘Patience’. 8 Officials See Lower Rates In 2019
“Increased uncertainty.”
‘Man, This Is A Tough One’: Nomura’s McElligott Delivers Last Minute Fed Take
“Without a doubt, a June cut is trending higher, but not my base case”.
You’ll Never Guess What’s Behind The Bond Market’s ‘Increased Recession Fears’
The straw that broke the camel’s back.
‘Joints Will Be Separated. It Will Be Easy’: UN Report Reveals Jamal Khashoggi Tapes, Calls For Investigation Of Saudi Crown Prince
“Type it, Mr. Jamal. Hurry up. Help us so that we can help you.”
Trump Would Hate To Have To ‘Cripple’ Turkey’s Economy Over S-400 Dispute
Maybe and autocrat-to-autocrat chat at the G20 can solve it.
Of Equity Bears, Bond Bulls, Tail Risks And Policy Impotence
The lay of the land as the Fed looms.
‘We’ll See What He Does’: Trump Threatens Jerome Powell Ahead Of Fed Decision
“It would destroy the independence of the Fed”.
It’s Official: White House Weighed ‘Legality’ Of ‘Demoting’ Jerome Powell
If you had any lingering doubts…
