“…most surprising was the pungent smell of skunk that pervaded the streets almost everywhere.”
Author: therealheisenberg
Deluge Of Unwelcome Data Virtually Screams ‘Synchronous Global Slowdown’
Oh well, there’s always services…
What Wall Street Thinks Of The January Fed Minutes
And so, an announcement in March is the base case.
William Barr Will Have The Mueller Report ‘As Early As Next Week’ – Sharing Is Caring, Bill!
All good “witch hunts” must come to an end.
Fed Minutes Detail Case For Patience, Desire To End QT, December Selloff Discussion, Inflation Outlook
“Almost all participants thought that it would be desirable to announce before too long a plan to stop reducing the Federal Reserve’s asset holdings later this year.”
One Bank Channels Mike Tyson, Says ‘Everyone’s Got A Strategy, Until They Get Punched In The Face By QT’
“…we should pay attention to this stuff.”
Eric Trump: Idea The Deutsche Bank Worried My Dad Might Default On $340 Million Of Loans While President Is ‘Complete Nonsense’
Eric Trump, son of “genius”, doesn’t know much, but…
From Japan, A Bleak Warning
More problems.
As US Demands Yuan Stability In Trade Talks, Let’s Go Insane Again
Back to the insanity loop.
You Can Forget About Another Hike From Sweden
That slightly hawkish bent from last week is likely to disappear now.
What To Expect In FX Land If China Starts Loading Up On US Goods
This is somewhat self-evident, but worth mentioning nonetheless.
Just As He ‘Predicted’, 16 ‘Cities’ Sue Trump For His ‘Flagrant Disregard’ Of Just About Everything
“Cities”, states, whatever.
From Frankfurt To Tokyo To Sydney, Doves On Parade
Suffice to say the dovish pivot from global central banks appears to have wings
The ‘Cautiously Optimistic’ Take On Russia Sanctions
If you were nervous, you probably sold before last week.
Is America’s Debt Path Sustainable?
And for what?
Seeing Red And The Indefinite Suppression Of Rates Volatility
“…it is difficult to build a case for owning rates volatility over any horizon.”
Andrew McCabe Has Seen Things You Wouldn’t Even Believe, Ok?
“Not good, not good.”Â
State Of Emergency: Full Week Ahead Preview
Trade, car tariffs and Fed minutes.
Mike Pence Went On World Tour This Week – It Didn’t Go Well
Remember how the world was “starting to respect America again”?
‘The Negative Tail Has Become Fatter’: Extreme Outcomes, Policy And Populism
That goes for markets and society more generally.
Unlike Morgan Stanley, Goldman Isn’t Too Worried About An Earnings Recession
Hockey stick inflections, and such.
‘Fix The Situation Immediately’:Â Trump, Pompeo Wade Into Dark Waters With Saudis On Khashoggi, Yemen
“The administration’s response… makes a mockery of the United States’ commitment to human rights.”
‘A Negative Outcome On Any Of These Fronts Likely Spells The End Of Hikes’: Another Bank Slashes Fed Outlook
The risks are myriad – the dangers clear and present.
A 4.64 Trillion Yuan Tidal Wave Of Credit Growth – Let’s Discuss
Is the transmission channel “unclogged”?
In The Rose Garden: Meltdown
Move over, Charlottesville presser…
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