“t is impossible for us to conclude on the evidence… that there was any reason – let alone a good reason”.
Author: therealheisenberg
All Of This Summer’s Big Daily Stock Moves Had One Thing In Common…
“Price movements over this summer once again clearly emphasized the spot/gamma/realized vol dynamics”.
‘Why, Just Out Of Curiosity?’: Watch Trump Ask Mnuchin To Explain Canceling China’s Farm Visits
All you can do is shake your head.Â
Bullard Talks Up Standing Repo Facility To Fix Funding Squeeze, Says Negative Rates Are Unhealthy
“You probably would not have to use it most of the time”.
Trio Of Economists Say Trump’s Twitter Account ‘Poses Significant Threat To Central Bank Independence’
This is “strong evidence”.
Rudy Giuliani To Bartiromo: ‘Can’t Say 100%’ That Trump Didn’t Threaten Ukraine Aid In Biden Call
This was a disastrous performance.
The US Economy Is Good, Bad And Ugly
The US economy has peaked and nonfarm payroll growth is set to slide, says possibly spurious conjecture.
‘Markets Were Not Effectively Distributing Liquidity’: John Williams ‘Explains’ Repo Chaos, Paves Way For QE-Lite
“This episode reminds us all of the importance of having well- functioning markets”.
Another Growth Scare? From France To South Korea To Down Under, Fresh Data Paints Dour Picture
We’re not out of the dark woods yet.
Nomura’s McElligott Talks ‘Unshackled’ US Equities Amid ‘QE-Lite’ Anticipation
Mind the post-crisis “muscle memory” for the majority of equities investors.
‘Simply Awful’ German Factory Slump Spills Over, As Economy Careens Towards Recession
“All the uncertainty is paralyzing order books”.
Trump Not Yet Facing Enough Political Pressure To Strike Trade Deal With China, Goldman Says
The trade war is unpopular, but…
‘It’s Troubling When The Unthinkable Becomes Routine’: BIS Warns Monetary Policy ‘Needs A Helping Hand’
“Markets oscillated. Trade tensions pushed them down; monetary policy propelled them up.”
China’s Cancelation Of Montana Farm Tour Had ‘Nothing To Do With Trade Talks’: Report
Good news, apparently.
Trump, Yelling: Ukraine Call Was ‘Perfect’, ‘Absolutely A 10’, ‘Not Trying To Hurt Biden, Family’
“Just so you understand”…
AOC Blasts Democrats For Not Impeaching Lawless Trump
“At this point”…
‘This Is The First Major Shakeup’: Elizabeth Warren Overtakes Joe Biden In Iowa
Here are the details.
Asset Prices Say US ‘Less Than A Month’ Away From The End Of Cycle, Model Shows
The end is nigh for the US, according to one bank.
Trump Races To Milk India For Nut, Dairy Concessions In Quest For Trade Deal With ‘Howdy Modi’
Another “limited” agreement, apparently.
Trump Lashes Out In Ukraine-Biden-Whistle-Blower Scandal, As Allegations Fly
“They’re terrible people”.
‘A Whatever It Takes Signal’: Fed’s ‘Big Bazooka Of Liquidity’, Sets Up ‘QE-Lite’ In October
After a remarkable week, all eyes turn to October.
US To Deploy Troops To Saudi Arabia In Response To Attacks, Esper, Dunford Announce
“Defensive in nature”.
Trump Told Ukraine President To Investigate Hunter Biden Eight Times During July Call: Report
“He told him that he should work with Giuliani”.
Chinese Officials Decide They Don’t Need Montana Tour, Would Rather Just Go Back Home
Something is amiss, apparently.
You must be logged in to post a comment.