Fingers crossed.
Author: therealheisenberg
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”.
Turkey’s Erdogan Threatens To Flood Europe With Syrians, Also Says He Might Need Some Nukes
“We did not receive the support needed”.
ADP, WSJ Deliver One-Two Punch To ‘Aggressive’ Fed Cut Narrative
Curb your enthusiasm.
Nomura’s McElligott Talks US-China Trade News, September Sequencing For Equities
“Merely ‘face time’ for markets and little more”.
‘This Is Rubbish’: Former Lehman Trader Says Stocks Living On ‘Hopes And Prayers’
The data out of Germany is still bad. And one trader isn’t optimistic.
‘Hey, Where’s My Yield?’: UBS, BNP See 10Y US Yields Tumbling To Just 1% As Growth Slows
“Our growth forecasts remain below consensus, even though consensus has come down significantly”.
Apple Has $200 Billion In Cash – But It’s Borrowing $7 Billion Anyway
A sign of the times…
Boris Johnson Racks Up More Losses In Absurd Quest For Brexit
Let the farce continue.
Trump: ‘My Stock Market Would Be 10,000 Points Higher’ If Not For My Tariffs
“To me, this is much more important than the economy”.
Alan Greenspan: Negative Rates In The US ‘Just A Matter Of Time’
Not far-fetched – not even a little bit.
Alan Greenspan: The Fate Of The Economy In 2019 Depends On The Stock Market
“Strangely enough”…
Why A Flat Curve Ties The Fed’s Hands And May Force ‘Outer Rim’ Easing Options
Trouble with the curve.
‘Reading The News Would Suggest The US Is Already In Recession’: SocGen
One more shove and bond pricing will send a warning sign to equities…
Bill Dudley Is Back, Says The Fed Has Been Politicized, Swears There’s No ‘Deep State’
“My intention was to be provocative”.
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