“It’s done. It’s all done”.
Author: therealheisenberg
‘Simultaneous Combustion’.
“A double blow”.
‘That US Corporate Cash Pile Is Being Spent’, So What About The Buybacks?
Remember, when it comes to sources of equity demand, it’s not even close…
‘The Fed Has No Clue!’, Trump Shrieks, Citing Article About European Tourism
Apparently unsatisfied with having branded the Fed “destructive”…
China Sends Message To Yuan Bears, Sparks Stock Rally With Stimulus Nod
A double dose of market-friendly news, as stimulus bets, yuan defense bolster sentiment.
Whistling Past The Graveyard
“Look, from my standpoint”…
Trump To Big Tech: ‘If Anybody Is Gonna Sue You, It Should Be Me!’
“Well, we should be doing this. They’re our companies.”
‘The Sky Isn’t Falling (Yet)’, One Bank Says, While Calling For Rate Cuts
“POTUS actually does believe that tariffs result in a net positive.”
Goldman: Fed Won’t Cut Rates This Year, This Is ‘No Time To Panic’
“Although it is a close call”…
Mexico Confirms Trump Lied About Farm Purchases – There Is No Such Deal
Art of the no deal.
Trump Calls Fed ‘Destructive’, Implies He Should Be In Charge Of Central Bank – CNBC Doesn’t Push Back
“Don’t forget that in China, the head of the central bank is President Xi”
Pavlovian Response.
…even as most folks seem wary of the nascent bounce off the May swoon.
Powell Fed Faces ‘Political Event Horizon’ – And Crossing It May Mean No Way Back
It hasn’t always been easy being Jerome Powell over the past year.
Cut It Out: Full Week Ahead Preview
“Risk-positive”?
7 Is Coming: China’s Yuan To Breach Key Level Within Three Months, Goldman Says
Sooner rather than later.
There Could Be ‘Complications’: China Calls Global Tech Giants In For Mafia-Style Sit-Down
Just so you understand…
There’s Just One Smallish Problem With Trump’s Claim That Mexico Agreed To A New Farm Deal
Mexico doesn’t know anything about it.
Just Don’t Call It A Weak Dollar Policy
“[It’s just] another important tool in the toolkit.”
‘This Is Driven By The Mood Swings Of A Single Man’: One Bank Marvels At ‘Total, Trumpian Uncertainty’
“Trumpian uncertainty is total uncertainty.”
Goldman Interviews Michael Pillsbury, The China Hawk Who Captivated Trump’s ‘Very, Very Large Brain’
“If I was President’s Trump campaign manager”…
Trump Is ‘Pleased To Inform You’ He Was Just Kidding About Those Mexico Tariffs
The farce is complete.
One Strategist Feels ‘Four Years Younger Today’, As Bad News Is Made Great Again
“This is a major relapse”.
Strategy Or Dumb Luck? Nobody Knows
We may have been duped.
Italian Bonds Are On Fire
Meanwhile…
Jobs Report Misses Lowest Estimate Boosting Rate Cut Bets
This will only make the easing calls grow louder.
German Economy Gets More Bad News
Germany can’t catch a break.
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