“Business history is full of unintended consequences of legislation.”
Author: therealheisenberg
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…
‘A Delicate Moment’: IMF Laments Slowest Pace Of Global Growth In A Decade
“…there are many downside risks.”
‘April Is Booming’ And Nomura’s Charlie McElligott Is ‘Excited’
…especially about the “particulars”.
‘Tariff Man’ Strikes Again – World Incredulous
“Totally unjustified” and “greatly exaggerated.”
Without Further Ado, Wall Street Weighs In On MMT, Unlikely Pop Culture Phenomenon
There’s good news and bad news. Which do you want first?
Ray Dalio Now Expected To Endure On-Air Abuse From Famous Nobody Joe Kernen
“I honestly don’t understand what it is we’re arguing about”.
‘It’s Intimidation’: Stephen Miller, Now Immigration Czar, Is Calling Random People At DHS, Justice And State
“Anytime you get a call like this from the White House it’s intimidation.”
Meanwhile, In Turkey…
“There is stealing from the boxes.”
What Breaks First? Full Week Ahead Preview
At this juncture, it’s probably just a matter of what “breaks” first in the “everything rally”.
Kirstjen Nielsen Will Catch You Folks On The Rebound
“…engineered and directed by top Trump adviser Stephen Miller.”
Larry Kudlow: Appointing Sycophants To Fed Definitely Not A Political Maneuver
“He has every right”…
‘Never’ Is When Democrats Will Get Trump’s Tax Returns, Mick Mulvaney Hopes (Against Hope)
“As a lawyer, this is a pretty easy question to litigate.”
Of Dollar ‘Smiles’, Correlation Breakdowns And Other FX Notables
The dollar has flummoxed more than a few folks in 2019.
You must be logged in to post a comment.