Nailed it.
Author: therealheisenberg
MNI Marvels At Sheer ‘Hugeness’ Of Dastardly Chicago PMI Miss
For months, ISM manufacturing has been the odd man out – but nothing like this.
Find Me A Silver Lining (Other Than Margins) In These Caterpillar Numbers
And speaking of not very inspiring…
A Sick Albatross.
Quarantines, travel restrictions and macabre humor.
How The Coronavirus Could Force The Fed Back To Zero (A Nuanced Take)
It’s all about precluding further dollar appreciation.
WHO’s There? Amazon And A $1 Trillion Market Cap
Don’t panic. But wear a mask.
Person-To-Person Inversion.
It’s starting to feel like August all over again for markets.
Look, Green Shoots! And Just In Time For Viral Roundup
The question is whether it’s durable.
Wilbur Ross To Bartiromo: Coronavirus Proves China Is Disease-Ridden, Will Be Good For US Jobs
Wilbur, like his boss, transcends satire.
GDP Beats, But Consumption Slows Sharply, Business Investment Falls Third Straight Quarter
As we’re fond of putting it: It’s good, but not “great”. “Again” or otherwise.
BOE Gambles, Stands Pat In ‘Knife-Edge’ Call
If this ends up looking misguided in retrospect…
It Wasn’t Priced In: Taiwan’s Epic Tumble Prompts Asia Rout As Yuan Breaches 7
That’s a lot of masks.
A Corona(virus) Gets Its Lime
It’s not contained. Or at least not yet.
Two Years In, Jay Powell Still Lacks Only Skill That Matters: Ability To Bullsh*t People
At least he knows what to say when asked if the Fed is in the bubble-blowing business.
Fed Commits To Repos Through April, Keeps Main Rate On Hold, Raises IOER
Quite a bit to digest, but perhaps not much to move markets other than at the very front-end.
Just How Stretched Is This Rubber Band, Anyway?
Normally, the market would have pulled back by now.
Insouciant Stocks Back In The Gamma Pocket As Earnings Roll In, Betting Markets ‘Bern’
Define nebulous: “It’s a good time to be in the market”.
Risk Aversion Lingers As Virus Deaths Climb Ahead Of Fed
The number of confirmed cases is approaching 6,000.
Harley Bassman On QE, Demographics, MMT And Flying Pigs
“I will caveat that although I am certain of the denouement, it is possible its date is vastly longer than my career”.
Buy The Viral-Apocalypse-Dip (Bern Victims)
On the off chance the world doesn’t end this month or next…
As One Bank Takes Profits In Bond Long, Have Yields Fallen Too Far, Too Fast?
Too rich for some folks’ liking.
Nomura’s McElligott On ‘Classic Short Gamma’ And $62 Billion In Potential Vol. Target Fund De-Risking
Just another example of why it’s crucial to understand the dynamics driving the price action.
Here’s Another Reminder That MAGA Economy Suffers From Dearth Of Business Investment
Not that anyone cares amid the virus headlines, but maybe they should – care, that is.
3M Euphemistically Touts Exciting ‘Transformation Journey’ As Shares Slide On Job Cuts, Forecast Miss
“As a result of these actions, 3M initiated a restructuring that will reduce approximately 1,500 positions”.
Coronavirus Threatens To Shutter Hong Kong, May Delay Recovery In South Korea’s Export Machine
“Given the gravity of the epidemic”.
Supreme Court Sides With Trump Over Statue Of Liberty On Public Charge Rule
“I lift my lamp beside the golden door!â€
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