“Of course”.
Author: therealheisenberg
#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”.
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”.
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