The YoY print was, in a word, terrible.
Author: therealheisenberg
Palpable Angst, ‘Deep Regret And Condolences’ As Virus Fears Return
Xi, meanwhile, has a public relations problem on his hands.
The Best-Laid Plans Of Mice, Men And Monetarists
It is (past) time for a fiscal solution.
The Macro Case For Buying Stocks After This Week’s Surge Is Very Weak Indeed
A deeply-ingrained Pavlovian instinct…
Albert Edwards: The Ice Age Is Nearing The End (Because Helicopter Money Is Coming)
After surviving an earthquake and narrowly dodging a tsunami…
‘Horror Show’: Germany Posts Worst Factory Orders Drop In A Decade
There’s no way to spin this.
Incredible Global Rally Continues, As Tariff Non-News Resonates In Risk-On Environment
Go higher and never stop.
Eye-Popping.
New virus numbers, surging stocks, tumbling Tesla and a VP on the ropes.
Mitt Romney Votes To Convict Trump. Senate Acquits On Both Charges
So, acquittal it is.
The Daisy Chain, ‘Crash-Up’, Equity Slingshot Setup Is Back In Play: McElligott
This makes the market especially “vulnerable” to good news.
Trump’s Economic Narrative Gets Another Boost From Ridiculous ADP Blowout
The best number since May of 2015.
‘Sooner The Better’: Central Banks Hand Out Antivirals In Southeast Asia
“Adjustments” are needed.
‘Extreme Bullishness’: Risk Assets Vaccinated
Of course, it’s far too early to sound the all-clear.
America Is (Still) Serious About ‘President’ Pete Buttigieg
What would a general election look like that pits Mayor Pete against a would-be third world strongman?
To The Moon.
It’s quite an amazing thing.
‘Monstrous’ Bond Rally Could Reverse Near-Term, Nomura’s McElligott Says. Here’s Why…
Spoiler alert: His longer-term outlook is unchanged. Near-term action will be “just another swing in the pendulum”.
What Collapsing Oil Prices Are Saying About The Impact Of The Coronavirus
An “urgent” assessment.
Risk Appetite Returns To Global Markets As PBoC Spotted With Bazooka
Whatever it takes.
3 Things: ‘Ok, Google’, Coronavirus Cases Hit 20,000, FOMO Or Bust
An exceedingly rare, buyable dip? Or maybe not so much, given the whole pandemic thing…
What Role Did CTAs Play In Recent Price Action? A Quick Comment
Take it for what it’s worth.
Meanwhile, In Turkey…
Inflation jump drives real rates further into negative territory, while Erdogan “neutralizes” nearly three-dozen of Assad’s troops.
Sorry Mr. Trump, But China Is Going To Need Some ‘Leniency’ On All That Stuff They Promised To Buy
It’s a “disaster”. And an “unforeseeable event”.
ISM Manufacturing Jumps Back Into Expansion For First Time Since July
…no matter how fleeting the bounce may prove.
Nomura’s McElligott: Gamma Impulse Again Concurrent With SPX Move, Markets ‘Stable’ But Iowa Risk Looms
Let’s keep things “edgy”, shall we?
Hong Kong’s Economy Shrank 2.9% On Year In Q4. And That Counts As ‘Good’ News These Days
It is, in a word, unfortunate.
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