Let’s hope this isn’t a preview of what to expect on Monday.
Author: therealheisenberg
In Twilight Zone Markets, Bonds Are Stocks And Liabilities Are Assets
“This has been no ordinary episode of reaching for yield by investors”, BofA’s Barnaby Martin
Trump Disappoints Disciples, Cops To Faking ‘Chosen One’, Messiah Status
“They knew the TRUTH”.
US Officials Say G-7 Rigged, Focuses Too Much On ‘Niche’ Issues Like The Future Of The Planet
Donald Trump is mad his “input” on climate and inequality isn’t welcome.
Fed Cutting Rates To Zero ‘Eminently Plausible’ After Friday’s Events, One Bank Says
If Powell’s speech rationalized a path to the lower bound, the tariff escalations “provided a shove in that direction”.
Trump ‘Wouldn’t Stop Him’ If Jay Powell Resigned, China Urges US Not To Miscalculate
Don’t “misjudge the situation”.
Days After Tipping Hundreds Of Layoffs, US Steel Tips 150 More
“The exact numbers haven’t been finalized”.
Trump Raises Tariffs On China, Thanks You For Your ‘Attention To This Matter’
Trump is right about one thing, though. There truly is “no end in sight”.
On Wall Street, A Summer Meltdown
… stunned traders, disillusioned investors and indifferent algos looked haplessly to one another for answers.Â
Spare A Thought For The Bank Of Japan On Friday
Haruhiko Kuroda has a yen problem and it just got materially worse.
‘Is That Even Legal?’ Analysts, Traders Incredulous As Friday Conflagration Engulfs Markets
“The market should have realized” this was coming.
‘The Fed Did NOTHING!’ Trump Loses Mind On Twitter After Powell Speech, China Tariffs
“My only question is, who is our bigger enemy, Jay Powell or Chairman Xi”?
Watch Peter Navarro React To China’s New Tariffs With Maria Bartiromo
“They flood our communities with fentanyl”.
Powell Emphasizes Global Slowdown, Geopolitical Turmoil In Crucial Jackson Hole Speech
“The three weeks since our July FOMC meeting have been eventful”.
Nomura’s Charlie McElligott On China Tariffs: ‘September Selloff Window May Be Pulled Forward’
“The pieces were already aligning”.
China Escalation Piles Pressure On Powell To Blunt Impact Of Latest Trade Tiff
Maybe it’s all part of the administration’s “master plan”, but we doubt it.
China Strikes Back With Tariffs On $75 Billion In US Goods
Trade wars are “good and easy to win”.
Trump Needlessly Fans Recession Flames With New Tweets Alleging Economic Conspiracy
“I always find a way to win”!
Goldman Delivers Last Minute Market Musings Ahead Of Powell In Jackson Hole
“We have not changed that baseline view”.
China To Unveil Retaliatory Tariffs On US Goods, Global Times Promises ‘Pain’
“China has ammunition”.
Larry Kudlow Teases ‘Tax Cuts 2.0’, Coming Somewhat Soon To A Campaign Trail Near You
“You might” see them before the election.
Markets Brace As Fed Hawks Raise Stakes In Jackson Hole
Surely he wouldn’t risk it – or would he?
Larry Summers Presents: ‘Black Hole Monetary Economics’
“The United States is only one recession away from joining Europe and Japan.
A Grinning Patrick Harker Thinks Trump’s Germany Tweets Are Pretty Funny, Sees No Need For Rate Cuts
“I went along with it to get back to neutral”.
IHS Markit Hands ‘The Chosen One’ First US Factory Contraction Since 2009
“Not good, not good”.
The Bubble Isn’t Government Bonds, It’s Corporate Debt And Stocks, Albert Edwards Insists
“I really start to scratch my head”.
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