Good news is good news (again), but that means the flipside holds, too.
Author: therealheisenberg
Hypothetical ‘$2 Trillion Disasters’ And What Not…
There’s some hyperbole going on here…
Trump Says Fed Should Drive Dow To 36,000, Says QE Should Have Never Been Stopped
“If the Fed had done its job properly, which it has not”…
Goldman: Trump Likely To Win In 2020, But…
“…something unusual has occurred among the American electorate.”
After The Biggest Pre-Season EPS Cut In Three Years, Here’s What Matters During Earnings Season…
This may be wholly self-evident/tautological, but…
Mario Draghi Says He’s Concerned About Fed Independence Amid Trump Attacks
“…the whole credibility of monetary policy hinges on that.”
Apparently, It’s A Binary Choice: ‘Cash Out, Or Go All In”
Narrator: It’s not that simple.
‘Apocalypse Postponed’
But for how long?
Stephen Moore – Who Can’t Handle Erin Burnett – Incurs Terrible Wrath Of Elizabeth Warren
“For one, you have repeatedly made substantive, inaccurate claims about important aspects of the economy”…
The Path To Dark Places – Trump, Miller Wanted To Round Up Immigrants, ‘Bus Them’ To Sanctuary Cities
“The idea has been raised by 1-2 principals”…
Parsing China’s ‘Monster Prints’
If it’s good news on the “reflation” narrative you seek, blockbuster credit growth and export data will do.
Is This A ‘Reflation’ Day Or A ‘Growth Scare’ Day?
The macro narrative is now bifurcated.
‘You Can Make A Reincarnated Steve Jobs The Next CEO’, And Other Highlights From Goldman’s Buyback Chat With Aswath Damodaran
“Business history is full of unintended consequences of legislation.”
One Bank Marvels At ‘The Strongest Reach-For-Yield Tailwind Since The GFC’
“Who would imagine that 2019 Q1 would have been the strongest quarter since the global financial crisis.”
‘Growth-Phobiacs’ And Rates That Will ‘Never Rise Again’
Let’s just call this what it is.
Nomura’s Charlie McElligott Brings Some ‘Real Heat’, Talks Fed’s ‘New Playbook’, Another ‘Reflation Run’
“But for the real ‘HEAT’ of today’s note”…
Albert Edwards Voted ‘Leave’ (And Why You Should Always Call On The Guy With The Shaggy Beard Wearing The Anorak)
“The honest answer is that I simply don’t know and that is why I was jumping up and down in my seat waving my hand.”
It Only Gets Worse From Here For Steve Mnuchin…
Mnuchin in the hot seat.
Fed Minutes: Most Say Outlook, Risks Warrant Leaving Rates Unchanged For The Remainder Of 2019
And other musings from March’s dovish surprise…
Pavlov And Why One Bank Thinks This Time Is In Fact ‘Different’
The debate continues…
Stephen Moore Tells Fox We Need Rate Cuts, Requires Access To Secret Fed Data To Determine How Many
“Mr. Moore is superbly underqualified.”
Blocked Exits.
Delayed. Indefinitely.
Take A Breather.
Attribute it to whatever you like…
Top Regime Officials Barr, Mnuchin Get Tuesday Grilling From Irritated Lawmakers
This is what kind of day Bill Barr and Steve Mnuchin had…
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