“Word around the macro universe”…
Author: therealheisenberg
Jobs Report Blows Away Estimates, Unemployment Rate Falls, Wage Growth Again Cooler-Than-Expected
Who wants to re-trade the Fed?
Latest European ‘Green Shoot’ Gets The ‘Meh’ Treatment
Still, Europe will take anything it can get.
Don’t Blame CTAs Or Risk Parity For The Simultaneous Selloff In Stocks And Bonds
“Stability breeds instability, however.”
Stephen Moore Pulls Out Of Fed ‘Process’, Sparing America Any Further Screwing
“My biggest ally is the president [and] he’s full speed ahead”.
One Bank Marvels At ‘Eye-Watering’ Grab For Yield As New Issue Demand Hits Record
“Whatever it takes”, I suppose.
Nomura’s McElligott Rolls Eyes At Powell’s ‘Transitory’ Inflation Message, Says Bar For Cut ‘Infinitely’ Lower Than Bar For Hike
“I remain completely convinced that the bar to CUT is infinitely lower than the bar to HIKE.
Goldman: The Odds Of A Rate Cut Were Already Low, Now They’re Lower
Powell quickly reversed [the] initial impression.
Crisis Looms As Barr Refuses To Appear Before House, Nadler Threatens Contempt Citation
“The attorney general is trying to blackmail the committee”.
‘Plain English’ Goes Awry – Again
However, things took an abrupt turn during the press conference…
Fed Attempts ‘Dovish Hold’, Emphasizes Muted Inflation, Lowers IOER
Now, let’s go to Twitter to see what the president thinks.
William Barr Wishes We Could All Just Agree To Disagree About This Whole ‘Did The President Obstruct Justice?’ Thing
Obfuscation at its best – or worst, depending on how you want to look at things.
Harley Bassman: ‘Be Prepared For MMT To Be Implemented’
“Maybe it will be different this time……not likely.”
Here’s What Nomura’s Charlie McElligott Is Watching For From The Fed
Here’s a quick primer on the key debates and discussions.
SocGen: ‘Sell In May’ Is Less Likely To Work This Year
This time is different, apparently.
Mueller To Barr: ‘You Did Not Capture The Context And Substance Of My Work’
“There is now public confusion about critical aspects of the results of our investigation.”
As Carl Icahn Joins MMT Fearmongering Party, We Promise Not To Play You An Embarrassing CNBC Clip From 2016…
Just kidding! Here’s the clip.
Trump: ‘Lowering Of Rates’ By ‘Like One Point’ Will Make Us Go ‘Up Like Rocket’, Weeee!
Trump has (again) transcended satire.
The Appearance Of Routine Dip-Buying And A Fresh Look At The ‘Sell In May’ Cliché
It appears as though there’s always “someone” buying the proverbial dip – an invisible hand, as it were.
Donald Trump, ‘Harassment’ Victim, Wishes He Didn’t Have To Sue Deutsche Bank, But That’s Just How Coverups Work Sometimes
This should be seen for precisely what it is…
Nomura’s McElligott Weighs In On China PMIs, Warns Don’t Buy Into ‘Ridiculous’ Story About ‘Hedge Funds Shortest VIX Ever’
“Do NOT buy into the ridiculous ‘Hedge Funds Shortest VIX Ever’ as some sort of lame ‘complacency’ indicator.”
Sun Peaks Through Clouds In Europe
This ain’t nothin’ – so to speak.
Closely Watched PMI Data Out Of China Misses, Suggesting Recovery Still Fragile
Not out of the woods quite yet, apparently.
Oil’s Correlation With Stocks Could Affect Trump’s Iran Decision Calculus
“This is useful to know”…
Powell’s ‘Pressure’ Point, ‘Proverbial Nickels’ In EM And ‘Going Large’ Out Of The Gate
“For what it’s worth”…
As Mainland Mania Fades Further, ‘Plan B’ Is ‘Plan H’
A “catch up phase” in Hong Kong and a cloudy outlook for Mainland shares after Q1 surge.
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