“Nobody knows debt like me”.
Month: October 2018
Why SocGen Thinks The S&P Could Fall To 2,482
“…the ability of equities to absorb higher bond yields is rather limited.”
Requiem For October.
Another bad dream.
The BoJ And An ‘Enormous’ Risk From A ‘Very Out-Of-Consensus’ View
Down the rabbit hole with the world’s most dovish central bank.
Jamal Khashoggi ‘Strangled’, Dismembered ‘As Soon As’ He Entered Saudi Consulate, Turkey Says
The announcement serves to ratchet up the pressure on the Saudi monarchy.
Private-Sector Wages Rose At The Fastest Pace Since 2008 In Q3 – Now Cue The ‘Rogue’ Inflation Print
This is just further evidence that the tight labor market is gradually leading to wage inflation, the so-called “missing ingredient” for the Fed.
If Janet Yellen Had A ‘Magic Wand’, She’d Raise Taxes: Let’s Discuss…
“This is unsustainable.”
‘Goldilocks’ Is Dead: Say Hi To The ‘Synchronized Global Slowdown’ Meme
On Wednesday, markets received a slew of economic data to support the notion that the era of “synchronous global growth” is over.
In This Market, ‘Fear’ Has A Split Personality
The strange case of Dr. Jekyll and Mr. Hyde.
Jacob Wohl Implicated In Jack Burkman Scheme To Pay Women For False Mueller Accusations
Just when you thought things couldn’t possibly get any stupider…
A British Associate Of Jack Burkman Asks You To Make Unfounded Allegations Against Robert Mueller: What Do You Do?
“He knew exactly how much credit card debt I had, right down to the dollar, which sort of freaked me out.”
This ‘Freakout’ Isn’t The ‘Big One’ – That Comes Later: Nomura’s McElligott
The ‘main event’ comes in 2019.
Marko Kolanovic: October’s ‘Rolling Bear Market’ Could Morph Into A ‘Rolling Squeeze Higher’
“…there is an elevated risk of market reversion into year-end.”
Trump Says Democrats Will Tank The Stock Market: Here’s A Reality Check
“I strongly suggest voting Democrat.”
Italian Economy Flatlines In Third Quarter, Turning Screws On Populists
There’s more bad news for Italy.
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