In ‘Strange Twist Of Fate’, Cheshire Cat Smiles Just As Phillips Curve Is Left For Dead
“The Phillips curve now is fully ‘alive’, only to be half-ignored”.
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30° Of Separation And Cheshire Cat’s Revenge
“We’re all mad here”.
Cheshire Cat’s Smile Redux: ‘Not Exactly A Party Cocktail’
And see, that’s where the problem comes in.
The Real Estate Developer, The Chinese Strongman And Cheshire Cat’s Smile
But I don’t want to go among mad people.
Oh, you can’t help that. We’re all mad here.Â
Cheshire Cat’s Smile: ‘What Is The Fed Worried About?’
“It appears ‘indestructible’, but not in a conventional way, more like a survivor of one’s own death.”
Is ‘American Utopia’ A Macro Illusion?
“Immaculate disinflation” has a nice ring to it. Angelic, even. But how about “American utopia”?
‘Quite Literally At A Price’: Inflation Comes Roaring To Life In US PMIs
While you can expect high frequency indicators to start reflecting the various lockdown protocols instituted
We’re All Mad Here.
But what isn’t ludicrous these days?Â
Credit Suisse: The Death Of The Phillips Curve Has Been Greatly Exaggerated
“The market appears to have overlearned the lesson of the past few years.”
Janet Yellen: ‘I Doubt Trump Even Knows’ What The Fed Does
“No, I do not.”
Blue Magic: Addicted Markets Get Fix As Central Banks ‘Resume Race To Zero Posture’
“That’s a brand name”.
The Gods Must Be Crazy: The Rise Of The Primitive Society Of The Future
Modernity in its later phase reads like mankind’s love affair with authority.
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.
Trying Times: Full Week Ahead Preview
It can’t possibly be as bad as last week, right?
Goldman Asks: How Likely Is A ‘Balanced Bear’?
“…the length of the current bull market in balanced equity/bond portfolios is now the longest on record.”
Marko Kolanovic: $1.5 Trillion In Market Value Was Lost This Year Following Powell Speeches
“…the equity market likely implies that the Fed is underestimating various risks.”
Nomura’s McElligott: ‘Market’s Skepticism On Higher Inflation Is A Mispriced Risk’
“This could further escalate the rates selloff in unruly fashion”.
Tightening Tantrums, Cycle Highs And A Look Ahead To 2019
“From there, it’s about October’s large Quantitative Tightening impulse”.
Where Did The Volatility Go And When Will It Be Back?
“We see a case for being long vol next year.”
Here Is Goldman’s ‘Cross Currents’ List For The S&P This Fall
For what it’s worth…
BIS: Trump’s Trade Policies Could Create ‘Perfect Storm’, Cause Global Financial Crisis
“Protectionism could set off a succession of negative consequences. If all the elements were to combine, we could face a perfect storm.”
Now Trump Is Trash Talking Jerome Powell At The Hamptons Home Of A Hot Dog Baron
“Political things.”
Question: How Long Before Trump Intervenes Directly In The Currency Market?
Don’t rule it out.
Dollar Liquidity Dynamics: An Epochal Shift Is Coming, One Bank Warns
“In this environment the infamous carry-trade will come under pressure and the misallocation of credit will be revealed.”
Here’s Why You Should Be Concerned About The Latest Escalation In The U.S.-China Trade War
Get ready to be “taxed”, you consumers, you.
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