For the second month in a row.
Author: therealheisenberg
‘Goldilocks’ Has Left The Building – Again
Bad news is just bad. And cross-asset returns since the latest tariff escalation reflect as much.
Confidence In German Economy Flat Out Collapses In Dastardly ZEW Print
“A significant deterioration in the outlook”.
Hong Kong Goes From Bad To Worse As Property Shares Dive Into Bear Market Amid Airport Upheaval
It is just a matter of time.
A Canary Dies In The Coal Mine As Singapore Says Economy May Flatline
If it’s foreboding economic indicators you’re looking for…
A Tale Of Two Century Bonds
What a time to be alive.
Monday, Bloody Monday On Wall Street Amid Argentina Crisis, Relentless Safe-Haven Bid
Risk-off from start to finish.
Germany’s ‘Black Zero’ Fiscal Policy Called ‘Voodoo’ As Economy Screams For Stimulus
“We have a policy, that is not in question”.
2 Simple Reasons Why US Assets Are Now More Vulnerable To Volatility In China’s Currency
This was always the risk.
Trump ‘Public Charge’ Rule Penalizes Immigrants For Using Food Stamps, Weaponizes Poverty
Another win for Stephen Miller and his overtly controversial agenda.
In Argentina: Total Meltdown
“All the pollsters have failed”.
With Risk Assets On Razor Edge, One Strategist Sees Potential Near-Term Catalyst
‘Bleeds’ and ‘sling-shots’.
Hong Kong Turmoil Hits Fragile Sentiment As Flights Canceled, China Cites ‘Terrorism’
“[Protesters] exhibited sings of terrorism”.
China’s Credit Growth Comes Up Woefully Short, Raising Concerns At Critical Juncture
All in all, this isn’t great news.
Goldman No Longer Sees Trade Deal Before 2020 Election, But It’s Not All Bad News
It’s a “fool me once” type of thing.
4 Reasons Why One Bank Thinks A ‘Quick, Major Comeback’ For Stocks Is Unlikely
Maybe later, but not now.
Tail Risks, FX Vol. And Tangled Christmas Lights
But here’s the paradox…
Black Swans Crash Summer Dog Days For War-Weary Markets
Or, at least, gray rhinos.
If Central Banks Fail, Here’s What One Bank’s Clients Will Be Buying
What do you buy if “quantitative failure” comes calling?
Trump Said Israel Should Ban Ilhan Omar And Rashida Tlaib: Report
Make of this what you will, but…
The Simple Reason Why The S&P Is Just 3.5% From Record Highs (And Why Gold Is Surging)
Despite the unwelcome turmoil and surging safe havens, stocks are resilient.
Goldman Updates Tariff Analysis Chris Wallace Used To Grill Peter Navarro
Here are the facts.
Former Chinese Central Bankers Say Currency War Risks Rising, Official Warns Of ‘More Measures’
Meanwhile, the People’s Daily is on offense.
‘Hang On!’ Peter Navarro Will Never Test Sara Eisen On Currency ‘Manipulation’ Again
“Why is that ‘clearly they’re manipulating”?
Ray Dalio Weighs In On ‘Spreading’ US-China War In Interview
“Unfortunately the war with China is spreading”.
August Market Turmoil Proves ‘Bad News Is Good News’ Trading Philosophy Has Limits
Perverse dynamics only persist until their inherent contradiction is exposed.
Meanwhile, In Turkey, Erdogan Purges Central Bank, Gets $1 Billion High Five From China
“Really disappointing”.
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