How much duration supply will the central bank sponge soak up?
Author: therealheisenberg
No Good Answers (Crunch Time)
“…we see a high risk of a more orderly setback for risk assets”.
To Hell And Back Again (What The Flows Are Saying)
It’s been a wild ride.
‘It Can Always Get Stupider’: Nasdaq Bubble Warnings May Be False Equivalence
“…it’s hard to have that real conversation”.
China Rising. Europe Trying. Brits Drinking.
Responsible behavior.
Harley Bassman Interview: ‘The Long, Slow Road To Inflation’
“Truth be told, I kind of like – I can’t believe I’m saying this – I actually think I’m bullish on stocks”.
Close Proximity
“I’ll take it”.
Ray Dalio: We No Longer Have Free Markets
“The Fed will set an interest rate for different types of creditors based on its economic objective”.
Nomura’s McElligott: The Machines Are Getting Long And Covering Shorts In Real-Time
“Remember my generic thinking on these strategies: ‘Volatility is the exposure toggle.'”
Now For The Bad News From The June Jobs Report…
For many, “temporary” precarity has become permanent.
Blockbuster: US Economy Adds 4.8 Million Jobs In Eye-Popping June Payrolls Report
Now questions will turn to the necessity (or not) of another stimulus package.
The Tension Is Thick. But Not As Thick As The Summer Air
…a perfect super spreader event, I might add.
Bad News Everywhere, But Not A Care In The World.
“I think that at some point that’s going to sort of just disappear, I hope”.
Prayers And Fundamentals.
Joie de vivre.
Fed Not Ready To Roll On Yield-Curve Control
September implementation may be a stretch.
Americans Broke All-Time Record For Gun Background Checks In June
I suppose the question now is whether this trend will continue unabated.
Optimists Get More Ammo As ISM Climbs Higher
Still, it’s a long climb out of this dark basement.
Is The US Labor Market Back? Wild Revisions And Rampant Ambiguity
Getting a “clean” read on things is well-nigh impossible.
You’re Under Arrest. (Welcome To The Third Quarter)
On that happy note, the third quarter (and second half) of 2020 is underway.Â
Harley Bassman: This Combo Will End In Tears, But Success Is Likely In The Medium-Term
“I must confess the notion of buying the SPX near 3000 sounds silly”.
A Cliche, I Know.
Let’s not get ahead of ourselves.
Facing Bankruptcy During The Best Quarter For Stocks Since 1998
What a juxtaposition.
Speculative Mania Or ‘Unprecedented Bearishness’? The Strange Case Of The US Retail Investor
It’s a generational thing.Â
Fiscal Cliffs And New Lockdowns Undercut Signal From June Data
In the simplest possible terms…
With 2020 Halfway Over, ‘Markets Are Relying On Their Own Unique Take’
Halfway through — glass half empty or half full?
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