So much for the summer “lull”.
Author: therealheisenberg
Raging Rates And Bond Markets On The Boil
To be sure, the situation is “fluid”.
Wall Street Is Worried About The Fed’s Role In Trump’s Trade War. You Should Be Too
“Things are going along very well with China”.
The Stars May Have Aligned For One Bank’s ‘Uber-Bearish, Extreme’ Oil Scenario
Still not the base case, but if China decides to buy Iranian oil, all bets are off.
A Nightmare On Wall Street.
The algos do not appreciate that kind of thing, Mr. President.
The ‘LameStream Media’ Told The Truth About John Ratcliffe’s Lies, So Now He Can’t Be In Charge Of National Intelligence
“I explained to John how miserable it would be for him and his family to deal with these people”.
Nomura’s McElligott: ‘That Was One Of The Most Manic 36 Hours Of Trading I’ve Ever Witnessed’
There’s no room for the mincing of words.
Jobs Report In Line For July, Wage Growth Heats Up
Interpretation was rendered difficult by the Fed’s muddled message and the president’s latest tariff threat.
Plunging Stocks, Surging Yen And South Korea Fight Make For Tough Day In Japan
What’s not to “like”?
China Says Won’t Be ‘Blackmailed’ By US As Mainland Shares Post Worst Week Since Last Tariff Escalation
“We won’t accept any maximum pressure, threat, or blackmailing”.
Entire German Curve Goes Negative As Bond Yields Plunge On New Tariff Threat
Bonds hardly needed another excuse to rally.Â
At Cincinnati Rally, Trump Compares Baltimore To Afghanistan, Appears To Smear The Homeless
“This guy says ‘Afghanistan'”.
‘It’s A Very Dangerous Situation’: Rick Santelli And Judy Shelton Are Worried Sick About Our Crazy World
“The effect is like tasing an inert body”.
‘He Tweeted With Everyone Still In The Oval’: Trump’s New Tariffs And What They May Mean For GDP
The president clearly believes his luck will never run out.
Trump Suggests He’d Consider Cutting Off All Trade With China
“We’d save a lot of money”.
‘I’m Goin’ Long Tinfoil Hats’: Trump Tariff Broadside Triggers Massive Bond Rally
“It sure looks like someone knew this was coming”.
As ‘Large Local Risk’ Realized, Fed May Be Forced To Finance Political ‘Rationality Deficit’
“In the absence of conviction about the existence of political circuit breakers”…
‘Tariff Man’ Returns: Trump Announces New China Tariffs, Stocks Crash
Everyone knew it was coming.Â
‘A Sea Of Red’: Manufacturing Malaise Says World’s Ablaze
“A sea of red, with all lights warning”.
‘We’re Asking You, Mr. President’: Cincinnati Enquirer Begs Trump, Supporters Not To Humiliate The City At MAGA Rally
“We know this appeal might sound naive, but we cannot stop expecting the best from ourselves or our president”.
Goldman: The Fed Probably Thinks That Was A ‘Successful Meeting’
You could conceivably argue that Wednesday’s mini-tantrum was worth it.
Nomura’s McElligott On What Can Go Wrong If The Fed Keeps Guiding Expectations Lower
“From the perspective of a ‘give ‘em an inch, they take a mile'”…
Jerome Powell Turns In Disastrous Performance As ‘Plain English’ Goes Awry Yet Again
“That’s where I’ll leave you for that”.
Fed Cuts Rates For First Time Since 2008. George, Rosengren Dissent
With the world – and Donald Trump – watching…
You must be logged in to post a comment.