Remember how the world was “starting to respect America again”?
Author: therealheisenberg
‘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…
‘Trade Tensions Have Not Disappeared’, Goldman Warns
Curb your enthusiasm?
In Case Of Faux National Emergency, Break Constitution
“Normally, any other time, you’d say it’s a no-brainer”…
US, China Will Hold Do-Over Trade Talks In Washington As Einsteinian Insanity Takes Hold
“I hope you keep up the good work.”
Why One Bank Is ‘Putting The Fed On Hold’
“…we are eliminating the two hikes we had penciled in this year.”
Trump Will Have Have His ‘National Emergency’ After All
Nancy Pelosi has already said she may file a legal challenge.
Marko Kolanovic: ‘Calls For A 1929-Style Recession Are Now Getting Quieter’
Of V-shaped bounces and low positioning.
Larry Kudlow Opens His ‘Money Mouth’, Out Come ‘Glitches’
And lies. We also think lies.
If The Fed Was Looking For An Excuse To Stay ‘Patient’, This Disastrous Retail Sales Print Will Work!
Bad news is probably just bad news in this case.
Andrew McCabe Details FBI Probe Of Trump, 25th Amendment Meetings In Bombshell 60 Minutes Interview
“…the highest levels of American law enforcement were trying to figure out what to do with the president.”
Congrats, Germany: You Avoided A Recession
And that’s pretty much where the good news stops.
China Reports Ostensibly Decent Trade Data For January – Now Commence The Derision
This should serve its purpose while the trade talks continue.
Larry Kudlow Would Never Lie To You, So That Horrific Deficit Number Must Be Wrong
“…the deficit is coming down and it’s coming down rapidly.”
FEMA’s Brock Long, Exhausted From Too Much Winning, Quits
“…it is time for me to go home.”
Trump ‘Looks For Landmines’ In Shutdown Deal, Says Maybe El Chapo Will Pay For Border Wall
“… it’s been known to happen before to people.”
The Evolution Of Cross-Asset Vol. Spikes And July 6, 2021, As Recession D-Day
It starts with stocks…
Dear Sweden: ‘Slightly Hawkish’ Doesn’t Work Right Now
Remember, “hawkish” is a highly relative term – especially in light of recent events.
Hope Springs Eternal As Shutdown Risk Fades, Xi To Meet Lighthizer, Mnuchin
“Please Mr. President”…
Nomura’s McElligott Talks Tuesday Stock ‘Grab-In’, Volatility, QT And More
Around the cross asset universe in 1,000 words.
Morgan’s Mike Wilson Explains The ‘Simple’ Reason The Fed Can’t Save Stocks
“…we suspect that neither is a bullish signal for equities.”
Trump ‘Not Happy’ With Bipartisan Shutdown Deal, May ‘Let China Slide’ On Trade Deadline
“…it’s all gonna happen where we’re gonna build a beautiful, big strong wall.”
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