“Just right” on the data stateside, while a “re-bubbling” in China holds RRR cuts “hostage”.
Author: therealheisenberg
Goldman Wants To Talk To You About Buybacks Because You’ve Got This All Wrong, Ok?
“Popular misperceptions” and such.
Trump Grounds 737 Max Until Boeing Can Prove Someone Other Than ‘Albert Einstein’ Can Fly One
The silver lining for Boeing is…
How Long Before Trump Demands The World Stop Blackballing Boeing?
Don’t expect Trump to sit idly by for much longer.
‘If This Ain’t Good Enough, How Much Will The Mood Sour’ When The Downturn Comes?
Revisiting the politics of rage.
Jeff Gundlach Proves MMT Is A ‘Crackpot’ Socialist Scam With A Riddle About Three Guys Who Get Ripped Off By A Bellhop
Jeff is not a fan of modern monetary theory.
The Long And The Short Of It.
…but mostly the “long”.
‘Global Trade Desperately Needs A Liquidity Injection’, One Bank Warns
“…as long as the USD remains relatively strong on Global $-Liquidity factors risk assets will likely suffer from bouts of volatility.”
You’ve Got ‘Lots Of Questions’ And Nomura’s Charlie McElligott Has (At Least) As Many Answers
“Lots of questions about the behavior in equities.”
‘GET TRUMP’: Letitia James Is Curious About That Time Trump Tried To Buy The Buffalo Bills, And Some Other Stuff Too
“In any event, it goes on and on”…
Credit Suisse: The Death Of The Phillips Curve Has Been Greatly Exaggerated
“The market appears to have overlearned the lesson of the past few years.”
Ocasio-Cortez Is Right – The ‘Meh’ Is Worshipped Now, And Nancy Pelosi’s WaPo Interview Proves It
Well, American politics hit a new low on Monday.
For US Credit Investors, The ‘Sum Of All Concerns’ Just Hit A Five-Year Low – Just Don’t Tell Anyone In Europe
“…most concerns have declined notably.”
As Turkey Sees First Recession In A Decade, Let’s Get You Up To Speed On All The Latest
Meanwhile, from the Erdogan chronicles…
Bad News, Good News.
For lack of a better title.
Come What ‘May’: Full Week Ahead Preview
Data, ‘Brextension’ and the BoJ are this week’s headliners.
In Bid To Pacify ‘Wacky Nut Jobs’, Trump To Start New Wall Fight With $8.6 Billion Ask
Here comes Trump’s budget, which is D.O.A.
Deal With It: On Alexandria Ocasio-Cortez And ‘Irredeemable’ Capitalism
“Moderate is not a stance.”
As China Pushes Back On US Currency Pledge Claims, Credit Growth Crashes
Here’s the latest out of China amid constant hand-wringing over trade and stimulus.
‘The Window Has Closed’: One Bank Throws In The Towel On Things Getting Back To ‘Normal’
… it effectively sounded the death knell on normalization.
FOMO Looms As Sidelined Investors Wonder If It’s Too Late To Dive In
“Taking some off the table” isn’t a wholly applicable market adage given a lack of participation YTD by key investor groups.
A Quick Retrospective On The 10-Year Anniversary Of The Longest Bull Market In History
“For now, the bull marches precariously on.”
‘The Ultimate Conundrum’ At The Limits Of Stimulus
“…we are starting to get to the limits to central bank stimulus.”
Larry Kudlow Gets Stark Reminder Of Why Working For Trump Is Hell On Earth
“That is just not true.”
‘The Paper Cuts Are Many’.
Of ‘LOLz’, ‘gong shows’ and end-of-cycle dynamics.
Elizabeth Warren: ‘My Administration Will Break Up Facebook, Google, Amazon’
“It’s a great story — but also one that highlights why the government must break up monopolies.”
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