This is a potential body blow.
Author: therealheisenberg
It’s Not The Economy, It’s The Liquidity, Stupid.
If there’s anything we probably should have learned post-2008…
America’s Chaotic Spiral Into Domestic Unrest Opens Door To Familiar Allegations Of Hypocrisy
Protests and racial injustice may weaken the Trump administration’s hand with China at a crucial juncture.
America’s Big Bankruptcy Questions: Who, When And How Many?
We need to “have humility about how much predictive power our past experience gives us in the face of the current crisis.”
The Case For Tech’s Infinity Rally
The title is in jest – mostly.
Is This Still A Bear Market?
…this isn’t coming from someone who is by nature a bullish individual.
Goldman Sees No More Gains For S&P By Year-End, Flags Biggest Margin ‘Collapse’ In Half-Century
“…the path of the S&P 500 through year-end is not likely to be smooth”.
Trump Terminates WHO Relationship, Blasts China For Hong Kong Incursion. Market Hears ‘Blah, Blah’
“China’s coverup allowed [COVID-19] to spread all over the world”.
Americans Now A Frugal Bunch As Savings Rate Surges To Unthinkable Heights In Consumption Plunge
“…we could experience the same sort of private-sector savings surplus seen during a balance sheet recessionâ€.
From Europe To Japan To South Korea, Economic Gloom Is Pervasive
A reality check amid the equity market euphoria.
Trump Poised To Escalate China Tensions With Uighur Bill As Markets Look On
Human rights take center stage in worsening spat.
Marko Kolanovic ‘Dials Down’ Bullish Call After Nailing Stock Surge, Delivers COVID-19 Update Amid Reopenings
“Ultimately we think that politicizations of COVID-19 will backfire”…
Fed Engineers $1 Trillion Miracle In US Corporate Bond Market
“…the perfect answer for a central bank dealing with a credit crunch”.
Here’s Everything Goldman Said About Bitcoin In ‘Tulip Mania’ Slides
“We have compared bitcoin and ether… to the Gouda variety of tulip bulbs”.
Albert Edwards: FAAMG Stocks Are ‘Nonsense On Stilts. Embrace The Coming Crash.’
“At what point does the stark disconnect between Wall Street and Main Street become a political embarrassment”?
Nomura’s Charlie McElligott: There’s A ‘Remarkable,’ ‘Tectonic’ Shift Occurring In US Equities
“This is obviously what the market is debating right now in real-time”.
At 41 Million, US Jobs Lost To Virus Nearly Equal Population Of Spain
There was one bright spot in the report…
Boiling Points, Rubber Stamps And Expelled Students
“We have all along rejected a cold war mentality”.
Trump’s Social Media Order Lays Groundwork To Punish Twitter, Facebook, Google For Pointing Out Lies
“…we no longer have our freedom”.
‘It’s Toast’: China Trade Deal Seen Dead Amid Hong Kong Melee. Uighur Bill Goes To Trump’s Desk
“…a critical flaw of the deal emerges”.
Bazookas Galore, Irrelevant Court Rulings, And What’s Next After Europe’s ‘Essential Day’
“We must go quickly and adopt this ambitious agreement”.
Hong Kong, Huawei Dramatics Play Spoiler To Otherwise Bullish Narrative
“Facts on the ground”.
234 Trillion Yen. That’s A Real Number, Apparently.
“Mind-spinning”.
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