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Day: August 21, 2019

Did The Bond Bubble Just Quietly Pop?

August 21, 2019August 22, 2019

Perhaps – just perhaps – the “failed” German 30-year sale was the canary in the coal mine

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7 Comments on Did The Bond Bubble Just Quietly Pop?

Trump Should Envy Germany’s Fiscal Discipline, Not Europe’s Monetary Freak Show

August 21, 2019August 21, 2019

The self-declared “king of debt” doesn’t want to pay any interest.

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6 Comments on Trump Should Envy Germany’s Fiscal Discipline, Not Europe’s Monetary Freak Show

Stale Fed Minutes Show Consensus Around ‘Mid-Cycle Adjustment’ Narrative Prior To Market Turmoil

August 21, 2019

It’s safe to say some participants see things differently three weeks on.

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1 Comment on Stale Fed Minutes Show Consensus Around ‘Mid-Cycle Adjustment’ Narrative Prior To Market Turmoil

‘I Am The Chosen One’: Trump Lets Loose In Wild Exchange With Reporters

August 21, 2019August 21, 2019

“Let’s have a recession”!

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9 Comments on ‘I Am The Chosen One’: Trump Lets Loose In Wild Exchange With Reporters

US Seen Hemorrhaging Red Ink As Deficit To Top $1 Trillion Sooner Than Expected

August 21, 2019August 21, 2019

“…you can cut the numbers by two pennies and three pennies and balance a budget quickly”.

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29 Comments on US Seen Hemorrhaging Red Ink As Deficit To Top $1 Trillion Sooner Than Expected

Hedge Funds ‘Particularly Vulnerable’ To Market Unwind On ‘Crowding Risk’

August 21, 2019August 21, 2019

Still, everything should be fine as long as nobody yells “fire!”. Or “recession”.

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hedge funds3 Comments on Hedge Funds ‘Particularly Vulnerable’ To Market Unwind On ‘Crowding Risk’

No-Deal Brexit Becomes Base Case For One Bank, Prompting Change To Fed Cut Call

August 21, 2019

We’re gonna need more “insurance”.

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1 Comment on No-Deal Brexit Becomes Base Case For One Bank, Prompting Change To Fed Cut Call

Trump Appears To Call For Negative Rates Amid ‘Sooo Strong Economy’, Insults Powell’s Golf Game (Again)

August 21, 2019August 21, 2019

And meanwhile, China plans for a “no deal” scenario.

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Leave a Comment on Trump Appears To Call For Negative Rates Amid ‘Sooo Strong Economy’, Insults Powell’s Golf Game (Again)

Trump, ‘King Of Israel’, Quotes Wayne Allyn Root, Who Said Heather Heyer Was Killed By Soros Hire

August 21, 2019August 21, 2019

“Wow!”

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6 Comments on Trump, ‘King Of Israel’, Quotes Wayne Allyn Root, Who Said Heather Heyer Was Killed By Soros Hire

As Fed’s Daly Frets Over ‘Self-Fulfilling Prophecy’, Goldman Warns Fed Is Caught In ‘Hall Of Mirrors’

August 21, 2019August 21, 2019

When expectations become circular, the waters become muddy.

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2 Comments on As Fed’s Daly Frets Over ‘Self-Fulfilling Prophecy’, Goldman Warns Fed Is Caught In ‘Hall Of Mirrors’

Germany Makes History With ‘Failed’ Zero Coupon 30-Year Sale

August 21, 2019August 21, 2019

Bondmania.

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1 Comment on Germany Makes History With ‘Failed’ Zero Coupon 30-Year Sale

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