“What we have seen this week is not a crisis but a symptom that we have reentered an old regime”.
Day: September 18, 2019
The Macro Tourist: Inflation Is ‘The Best Long-Term Macro Risk Reward Trade Out There’…
“Contrary to the debt-will-overwhelm-us crowd”…
Trump To Lindsey Graham: ‘Plenty Of Time To Do Dastardly Things’ To The Iranians
“How did going into Iraq work out”?
‘Terrible Communicator’ Powell Inexplicably Coy On Funding Squeeze As Trump Laments Another Fed ‘Fail’
“No ‘guts’, no sense, no vision!”
Fed Cuts Rates In 7-3 Decision, IOER Tweaked, Committee Divided On Future Easing
Suffice to say the Fed is operating under duress – and on multiple fronts.
‘Unquestionably Sponsored By Iran’: The Saudis Have Some Debris They’d Like You To Scope Out
“We are working right now to share the information that we have”.
Charlie McElligott Talks QE ‘Muscle Memory’ And ‘The Trillion-Dollar Question’ For FOMC Meeting
“The TRILLION DOLLAR QUESTION today is this”…
Trump Announces ‘Substantial’ New Iran Sanctions Despite Having Already Sanctioned ‘Substantially’ Everything
It wasn’t immediately clear what else there is to sanction.
Nomura: Fed ‘Likely’ To Announce ‘QE-Lite’ On Wednesday
Don’t forget the nuance, though.
Here’s How The Oil Market Would Deal With Another Massive Saudi Outage
“The threat of sidelining nearly 6% of global oil production is no longer a hypothetical”.
Iran Calls Aramco Attacks ‘Warning’ From Houthis, Denies Role In ‘9/11 For Saudi Arabia’
“They attacked an industrial center as a warning and a lesson for you”.
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