Some fresh color on familiar topics.
Author: therealheisenberg
Trump Makes History, Presides Over Most ‘Tremendous’ Plunge In New York Factory Gauge Ever
It’s a decline “the likes of which has not been seen before!”
Turkey Just Rolled Out Another Desperate-Sounding ‘Fix’ Ahead Of Istanbul Rerun
Expect Turkey to be back on the front burner come next week.
Why The Fed May Not Be Able To Cut Rates, According To Goldman
“President Trump and his allies”…
Stanley Fischer: If Trump Wins In 2020, Powell Is Out And The Fed Won’t Be Fully Independent
“So if there will be a recession he’ll say ‘I told you so’ and if not he’s stay quiet.”
From Washington To Sintra To Tokyo, Central Banks On The Hot Seat: Full Week Ahead Preview
To the rescue or out of ideas and ammo?
‘Patient’ Is So Passé: Full June FOMC Preview
The ultimate irony is that just six months ago…
Geopolitics On The Boil As Hong Kong Protests Resume, India Hits ‘Tariff Man’, Iran Moves Further Away From Nuclear Deal
Sunday had a somewhat ominous feel to it.
The Fed’s New Job: Financing Rationality Deficits
Contesting exaptation.
Trump Promises Biblical Stock Market Crash If ‘Anyone But Him Takes Over’ America
Now this is a bold call.
Paul Tudor Jones May Be Right, But At The End Of The Day, We’re All ‘Clueless’
“No one is sure whether we are facing the definitive downswing.”
Hong Kong Suspends Extradition Bill After Brush With Disaster, But It Ain’t Over
Carrie Lam thinks it might be a good idea to “do more explanation work”.
Mike Pence Was All Fired Up To Exacerbate The New Cold War – And Then Trump Stopped Him
“…until Donald Trump stepped in.”
$690 Billion In AUM Is The Most Bullish On Treasurys Since 2009
As consumer inflation expectations crater…
India Poised To Kick America In The Actual Nuts With Tariffs On Almonds – And Also Apples
“There will be no further extensions.”
Nomura’s McElligott Talks ‘Dealer Destruction’, Gold And ‘The Most Crowded Trade On The Planet’
And there’s a Nassim Taleb quote for good measure.
Latest China Data Is Yet Another Reminder Of Global Economic Precarity
Time to use some of that “tremendous” policy flexibility.
Dueling Investor Groups And The Risk Of A ‘Fool Me Once’ G-20
Essentially, we’re right back in the same position we were in headed into the Trump-Xi dinner in Argentina.
‘OG’ Yield Curve Whisperer’s Fourth Horseman Of Recession Rode In On Wednesday
“I consider the yield curve the last of four horsemen of the recession to rear its head”.
Albert Edwards Feels ‘An Earthquake Happening In Government Bonds’
For Albert, it’s now just a question of “how negative bond yields will go”.
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