“You call it reform, but we saw it show up”.
Author: therealheisenberg
The VIX Is Very Low To Be This Close To A Historic Fed Meeting
Cheap options for “plain English”.
The Most Dramatic Pivot Since The Crisis
“…counting the impacts of the QE-unwind since 2014, the degree of tightening has been severe”.
Will It Be Enough?
We need to reflate with more “vigor”.
Ilhan Omar: America Cannot Fall To Right-Wing Nationalism
“Today, democracy is under attack once again. It’s time to respond with the kind of conviction that has made America great before”.
David Vs. Goliath: Einhorn Takes On The US Corporate Debt Bubble
“Good luck, we’re all counting on you”.
If Albert Edwards Had A Swiss Franc For Every Time Someone Told Him To Ignore Manufacturing…
“Having been in the business for over 35 years, there is one thing I can guarantee”…
ECB Teases Rate Cuts, Tiering And A Restart To QE
Whatever it takes – again. And again.
Turkey’s Recently Decapitated Central Bank Gives Erdogan Massive Rate Cut
Markets were on edge headed into today’s CBT meeting.
Markets Have Moved From ‘Central Bank Put’ To ‘Mini-Goldilocks’. Now, The Risk Of Another Regime Shift Is Rising
Even in a benign situation, a rotation could catch lopsided positioning woefully offsides.
Robert Mueller Criticizes Trump’s Love For WikiLeaks, Explains Why The President Wasn’t Subpoenaed
“They’re doing it as we sit here”.
Mueller Appears To Tell Ken Buck That Trump Would Have Been Indicted, Later ‘Corrects’ The Record
“…one of the tools a prosecutor would use, is not there”.
‘No’: Mueller Tells Congress Trump Not Totally Exonerated, Says President Refused To Sit For Interview
“Did you actually totally exonerate the president?” Again, Mueller had a one word answer: “No”.
Read Robert Mueller’s Full Opening Statement To Congress
“I’ve seen a number of challenges to our democracy. The Russian government’s effort to interfere in our election is among the most serious”.
Mueller Hearings Set To Rock Capitol Hill As Trump Seethes
Come one, come all.
‘This Could Trigger An Actual Recession’: Folks Are Getting Worried About Germany
“…at this point though, the manufacturing slowdown in the EZ is so real that it risks dragging Services with it”.
‘From Bad To Worse’: Yields Plunge To Record Lows As German Manufacturing Falls Off A Cliff
This “raises the risk of the euro area’s largest member state entering a mild technical recession”.
(Anti)Trust Me – Again
The bottom line is the same as it was last month
Nomura’s McElligott Returns, Talks ‘The Halcyon Cross-Asset Short Vol Trading Environment’
The market zeitgeist is largely unchanged.
Trump Sues House Democrats To Block Release Of State Tax Returns, As One Does When One Has Nothing To Hide
“Chairman Neal could decide to request the President’s state returns at any time”.
Trump Flashes White Supremacist Hand Gesture While Saying ‘AOC’ During Turning Point USA Speech
The president went on to call Tlaib a “vicious crazed lunatic”.
‘Downside Risks Have Intensified’: IMF Delivers Traditional Quarterly Gloom And Doom Report
“Escalating trade tensions, the possibility of a protracted risk-off episode that exposes financial vulnerabilities and geopolitical tensions”.
UBS CEO Very Worried About Asset Bubbles, Says ‘Cutting Rates To Infinity’ Not Great For You (Or Him)
“I hope the US won’t follow that”.
Boris Johnson And Other Fun Tuesday Notables
BoJo takes over and other notables from across the globe.
After Obligatory Blazing Saddles Reenactment, US Decides Not To Blow Up World With Titanic Debt Default
Not everyone is amused with all the red ink.
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