“A couple of weeks one way or another probably doesn’t matter”.
Author: therealheisenberg
‘Attack One, Attack Us All’: Netanyahu Incurs Wrath Of AOC, Pressley After Omar, Tlaib Ban
“Many strong supporters of Israel will be deeply disappointed in this decision”, Chuck Schumer said.
‘It Is What It Is’: Senior Officials Tell CNBC Trump, Navarro Only Ones Blaming Fed For Volatility
“The president is not expected to relent”, Tausche dryly notes.
Israel Bars Democrats Omar, Tlaib From Country After Trump Says ‘They Hate All Jews’
Beyond the pale – again.
Deluge Of Decent Data Casts Further Doubt On Need For Aggressive Fed Cuts
Unfortunately for the Fed, this just underlines a familiar dilemma.
Hong Kong Adds Billions In Stimulus, But Warns Economy May Flatline Amid Unrest
Welcome to the “abyss”.
Unstoppable Bond Rally Powers Forward As Yields Hit New Lows In US, Germany
The “policy impotence” trade is here.
Conflicting China Trade Comments Whipsaw Nervous Markets
“The US side’s move seriously violated the consensus between the heads of state”.
No More Saving For A Rainy Day, China ‘Has To Resume Headline Easing Soon’, SocGen Warns
“Targeted measures are clearly insufficient to stabilize even credit growth, never mind the real economy”.
#TrumpRecession, CRAZY INVERTED YIELD CURVE!
“We will Win”!
‘Next To Nothing’: China Launches ‘Unprecedented’ Crack-Down On Gold Imports
“…an easy way to curtail outflows”.
Peter Navarro Admits China Tariffs Hurt America, Promises ‘Total Certainty’ For 3 Months
“They had already bought the stuff”.
Wilbur Ross Highly Suspicious Of This Yield Curve ‘Formula’ Everyone Is Talking About
“You’re good at that stuff too”.
‘3D Chess’ Tariff Strategy Looks Suspiciously Like Chaos To Stocks, Bonds, Fed
Investors and policymakers are increasingly wary of the White House’s “crazy like a fox” tariff tactics.
After Wednesday’s Doomsday Inversions, What’s Next For The Yield Curve?
Crystal ball gazing via a trio of possible scenarios.
US, UK Curves Invert, 30-Year Treasury Yield Hits Record Low Amid Growth Panic
The bad vibes are proliferating.
‘Sick Man’ Germany Stumbles To Second Contraction In Four Quarters – Recession Looms
“The impact of weaker growth on the labor market is becoming more visible”.
China Data Deluge Misses Badly As Industrial Output Crashes To Lowest Since 2002
Misses pretty much across the board.
Closely-Watched Fund Manager Survey Is All Bonds, Tariffs And Recession Risk In August
“[The] onus is on the Fed, ECB and PBoC to restore animal spirits”.
As Manic Market Moves Metastasize, Mind The Liquidity Drought
A recipe for “fun”.Â
Jay ‘Behind-The-Curve’ Powell, And Why The Fed May Have To Start ‘Outright QE’
For the embattled Fed chair, no rest for the weary.
‘Everyone Should Be Calm!’: Trump Soothes Nerves By Teasing Imminent Chinese Military Invasion Of Hong Kong
“I hope nobody gets killed”.
Nomura’s McElligott Explains What Tariff News ‘Very Clearly’ Means For US Stocks
“…this re-pricing lower in the VIX complex should drive powerful second-order impacts”.
US, China Engineer Massive Yuan Rally, Stock Surge, But Fed Outlook Still Cloudy
The cross-asset reaction to the latest tariff news was quite dramatic.
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