This comes with the obligatory caveat that a single tweet could send everyone scurrying to safety, pushing yields back lower.
Day: September 10, 2019
Trump, Navarro Plot Executive Order Targeting Chinese Fentanyl Shipments: Report
The push is clearly aimed at China, but the order will not be limited to the country.
Here Are The States At The Highest Risk Of Recession
Hint: Michigan may be in trouble, and it’s a battleground state.
Marko Kolanovic Weighs In On This Week’s Dramatic Factor Rotations, Delivers Near-Term Market Outlook
“By just looking at the price of the S&P 500 one cannot see the true state of equity markets”.
America’s National Security ‘Absolutely Not A Mess’, Steve Mnuchin Tells Raucous Press Briefing
“Loud shouting, hollering and hand waving”.
Trump Fires John Bolton. And His Mustache.
“I informed John Bolton last night that his services are no longer needed”.
US, China Discussing Text Of Trade Agreement, Beijing May Buy Farm Goods: Report
Take it all with a grain – or maybe a whole shaker – of salt.
Six In 10 Americans Say A Recession Is Likely Within The Next Year
Yet another blow to the MAGA “miracle” narrative.
Nomura’s McElligott On Monday Momentum Massacre: ‘One Of The More Stunning Trades In Modern Market History’
“And yet HILARIOUSLY, Joe Schmoe retail investor looking at simple Index returns wouldn’t have had ANY idea of the calamity occurring”.
Liquidity Is Improving In Stressed Markets, Goldman Says – But Don’t Let Down Your Guard
“Markets dominated by computers have different characteristics than those run by people”.
The Ride Of The Valkyries: SocGen’s Juckes Has Visions Of ‘Bond Vigilante Gun-Ships’
Don’t get too excited – it’s a correction, “not a turn in the trend”.
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