Mind the post-crisis “muscle memory” for the majority of equities investors.
Author: therealheisenberg
‘Simply Awful’ German Factory Slump Spills Over, As Economy Careens Towards Recession
“All the uncertainty is paralyzing order books”.
Trump Not Yet Facing Enough Political Pressure To Strike Trade Deal With China, Goldman Says
The trade war is unpopular, but…
‘It’s Troubling When The Unthinkable Becomes Routine’: BIS Warns Monetary Policy ‘Needs A Helping Hand’
“Markets oscillated. Trade tensions pushed them down; monetary policy propelled them up.”
China’s Cancelation Of Montana Farm Tour Had ‘Nothing To Do With Trade Talks’: Report
Good news, apparently.
Trump, Yelling: Ukraine Call Was ‘Perfect’, ‘Absolutely A 10’, ‘Not Trying To Hurt Biden, Family’
“Just so you understand”…
AOC Blasts Democrats For Not Impeaching Lawless Trump
“At this point”…
‘This Is The First Major Shakeup’: Elizabeth Warren Overtakes Joe Biden In Iowa
Here are the details.
Asset Prices Say US ‘Less Than A Month’ Away From The End Of Cycle, Model Shows
The end is nigh for the US, according to one bank.
Trump Races To Milk India For Nut, Dairy Concessions In Quest For Trade Deal With ‘Howdy Modi’
Another “limited” agreement, apparently.
Trump Lashes Out In Ukraine-Biden-Whistle-Blower Scandal, As Allegations Fly
“They’re terrible people”.
‘A Whatever It Takes Signal’: Fed’s ‘Big Bazooka Of Liquidity’, Sets Up ‘QE-Lite’ In October
After a remarkable week, all eyes turn to October.
US To Deploy Troops To Saudi Arabia In Response To Attacks, Esper, Dunford Announce
“Defensive in nature”.
Trump Told Ukraine President To Investigate Hunter Biden Eight Times During July Call: Report
“He told him that he should work with Giuliani”.
Chinese Officials Decide They Don’t Need Montana Tour, Would Rather Just Go Back Home
Something is amiss, apparently.
Fed Admits Return Of Funding Stress Likely, Announces More Repos, Term Ops
The Fed appears to be waking up to the reality of the situation.
Germany’s Sacred ‘Black Zero’ Survives Climate Plan, As Fiscal Stimulus Hopes Still Remote
Maybe an outright, broad-based downturn would be more compelling.
Eric Rosengren: Rate Cuts Risk ‘Further Inflating The Prices Of Risky Assets’
“Lowering rates to address uncertainty is not costless”.
‘Moreover, The Yield Curve Is Inverted’: Jim Bullard Explains Why He Wanted A Big League Rate Cut
“The following considerations factored into my decision”.
China Cuts One-Year Loan Prime Rate, But Holds Fire On Repo Rates
Curb your enthusiasm.
Fed Risks Stop Outs, ‘Disorderly Unwinds’ In Slow Response To Funding Squeeze, One Bank Warns
Some analysts and market participants are not amused.
Trump Whistle-Blower Complaint Tied To Ukraine, ‘Goes Beyond’ One ‘Promise’
Apparently, somebody thinks we do, in fact, have a “problem”.
Xi’s Media Man, Trump’s China Muse Frustrate Markets With Aggressive Trade Banter
“The tariffs could go to 50% or 100%”.
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