“I’m right a lot”.
Author: therealheisenberg
‘Record High!’ Trump Elated As Fed Brought To Heel, Says Iran Probably Shouldn’t Doubt How Crazy He Is
Big records, big mistakes.
Nomura’s Charlie McElligott Serves Up Giant Dose Of, Quote, FOMC ‘#BOOMSAUCE’
“The QE-trade is back in a major way.”
Buy It All.
The promise of perpetual liquidity provision…
Iran’s ‘Clear Message’ For Donald Trump
To the brink.
Goldman Throws In The Towel, Says Fed Cuts Coming In July, September
It was a long time coming.
It’s Almost Over For Jerome Powell: Trump Says He Has Authority To Replace Fed Chair
If the Fed doesn’t cut rates in July, Powell is out as chair.
Jeff Gundlach Makes Stunning Suggestion: Trump May Pull Out Of 2020 Election
If the economy rolls over, “there’s very little for him to run on.”
‘It’s Just A Matter Of When’: What Wall Street Thinks Of The June FOMC
The only question for markets is “By how much?”
Powell Fed, Now Hostage To Bond Market And Donald Trump, Largely Delivers
“Further reaffirmation”.
Fed On Hold, But Out Of ‘Patience’. 8 Officials See Lower Rates In 2019
“Increased uncertainty.”
‘Man, This Is A Tough One’: Nomura’s McElligott Delivers Last Minute Fed Take
“Without a doubt, a June cut is trending higher, but not my base case”.
You’ll Never Guess What’s Behind The Bond Market’s ‘Increased Recession Fears’
The straw that broke the camel’s back.
‘Joints Will Be Separated. It Will Be Easy’: UN Report Reveals Jamal Khashoggi Tapes, Calls For Investigation Of Saudi Crown Prince
“Type it, Mr. Jamal. Hurry up. Help us so that we can help you.”
Trump Would Hate To Have To ‘Cripple’ Turkey’s Economy Over S-400 Dispute
Maybe and autocrat-to-autocrat chat at the G20 can solve it.
Of Equity Bears, Bond Bulls, Tail Risks And Policy Impotence
The lay of the land as the Fed looms.
‘We’ll See What He Does’: Trump Threatens Jerome Powell Ahead Of Fed Decision
“It would destroy the independence of the Fed”.
It’s Official: White House Weighed ‘Legality’ Of ‘Demoting’ Jerome Powell
If you had any lingering doubts…
Trump Looks To Turbocharge Stock Rally With Xi Phone Call Tweet
“A very good telephone conversation.”
What Do Draghi’s Sintra Comments Mean For The Fed? Nomura’s Charlie McElligott Weighs In
“The Fed HAS TO be conscientious.”
Trump Loses Mind As Draghi Tips Rate Cuts, Says ‘Mario D.’ Is A Cheater
“President T.” is upset with “Mario D.”
Mario Draghi Delivers A Mini-‘Whatever It Takes’ In Sintra
Can you hear me now?
1,000 More US Troops Are Headed To The Mideast And Rumors Of Airstrikes On Iran Are Flying
And now, for your regularly scheduled escalation.
Policy Failure, Ammo Shortages And The ‘Who Pays For It?’ Problem
Some fresh color on familiar topics.
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