Friday’s RRR cut presages more easing – it’s just a question of timing.
Author: therealheisenberg
Traders To Ponder Bonds, Key Data In New Week As ‘This Guy Jerome’ Goes Quiet
Although Europe will make headlines, there’s plenty to focus on in the US.
As ‘Super Mario’ Steps Up To Bat, ‘Markets Are Vulnerable To A Correction’
Let’s see if he has one more rabbit in the hat.
China Said To Offer ‘Modest’ Farm Purchases In Exchange For Delay Of October 1 Tariff Hike
This doesn’t say much for “progress”.
Hong Kong Protests Turn Red, White And Blue, Trump Hailed As ‘Liberator’
“Today’s march from the US consulate looks to be the most red, white and blue protest that Hong Kong has seen”.
#TalibanTrump Roasted On Twitter After Revealing Bungled Camp David Talks
“Read ‘The Art Of The Deal!'”
China’s Export Machine Slams Into Reverse In August Amid New Trade Threats
We’re going to need more easing.
Khalid Al-Falih Ousted As Saudi Energy Minister – MBS Half-Brother Will Take It From Here
This was his third demotion in two weeks.
US Bond Yields Will Keep Falling Unless One Of These 3 ‘Disruptors’ Comes Calling
This should sound familiar.
Iran Says Enrichment Limit Null And Void, In Latest Escalation
“Maximum pressure” still isn’t working.
On One Read, Stocks And Credit May Be Perilously Disconnected From Economic Reality
The glass-half-empty take.
Powell Delivers Acceptable Performance In Zurich: Highlights
“We don’t have groupthink on the FOMC”.
Boris Johnson’s Bad Week Got A Bit Worse On Friday
“That is not a hypothesis I’m willing to contemplate”.
Larry Kudlow Is Furious With Bill Dudley – Let’s Discuss
“Dudley went over the cliff”.
Nomura’s McElligott: ‘The Only Catalyst To Turn The Tide On Perpetually Lower Rates May Be MMT’
“From a secular perspective, the only catalyst I can see on the horizon”…
Not Goldilocks: Jobs Report Misses, Wage Growth Comes In Hot
Disappointing headline and hot wage inflation.
No Light At End Of German Tunnel As Industrial Production Sinks Again
“There are still no signs of improvement”.
What To Know About China’s RRR Cut
This is likely just the beginning.
Let’s Be Honest: Trump Is Nowhere Close To A ‘Real’ Trade Deal With China Or Europe
Don’t forget, “there is no pot of gold at the end of a rainbow”.
It’s America’s Turn To Inflate The Bond Bubble, Goldman Says
From here forward, the bullish bond impulse will have to come from the US.
And Now, A Brutal Bloodbath In Bonds
We were due.
Albert Edwards Reprises Famous Ice Age Thesis After ‘Cold’ Summer For Critics
“My outlandish visions can suddenly come to pass very quickly indeed”.
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