“The recession is coming, the recession is coming!â€
Author: therealheisenberg
Earnings Recession Ahoy?
Paging Mike Wilson: it looks like that earnings recession call might prove prescient.
Bears Resurface As Recession Fears Linger, Dollar Puzzle Emerges
The mood has soured.
Matt Whitaker Doesn’t Know What You Mean By ‘Yes Or No?’
Matt Whitaker testified on Capitol Hill Friday and predictably, it was painful to watch.
Chasing The Dragon: A ‘Blink For The Ages’
An “epic” reversal and the limits of “string pushing.”
The Sum Of All Fears: What Happens If All The Tail Risks Are Realized?
“… a realized turn for the worse.”
‘I’ll Use A Bullet On Him’: US Intercepts Reveal Saudi Crown Prince Plotting Khashoggi Murder
The timing leaves something to be desired if you’re the White House.
Democrats To Subpoena Trump Tower Phone Records
Adam Schiff moves fast.
A Terrified Matt Whitaker Doesn’t Understand Why You Would Subpoena Him When He’s Already Agreed To Sweat For You
“Unfortunately, a series of troubling events over the past few months suggest that we should be prepared.”
Albert Edwards Returns From Jamaica, Talks MMT And The Likelihood Of Negative Rates In The US
“Investors should contemplate a brave new world”…
Blue Magic: Addicted Markets Get Fix As Central Banks ‘Resume Race To Zero Posture’
“That’s a brand name”.
The Slowdown Cometh: Global Growth Outlook Suffers Another Body Blow In Deep EC Cuts
This was not digested particularly well.
Donald Trump, Harassment Expert, Is Being Harassed By Adam Schiff
“Elections have consequences.”
We’re Gonna Need ‘More Manna From Heaven’: Questions Swirl Around Nascent EM Bounce
“Already in the bag”?
Curb Your Enthusiasm: It’s ‘Flat And Skinny’ From Here
It may well be too late for anyone who didn’t participate in January.
From Germany To Down Under, Global Slowdown Narrative Finds Validation
There was some fresh fodder for the “global slowdown” narrative on Wednesday.
Nomura’s McElligott Is Back, Has ‘Bigly Updates’ (Quote)
“…a number of important developing trends.”
Trump Delivers (Barely) Passable State Of The Union: A Postmortem
Simply put, the bar was set so low on Tuesday that even Trump managed to clear it.
Make Salafi Militants Heavily Armed Again! Can We Please Stop Selling The Saudis Weapons Now?
“One of those militias linked to AQAP, the Abu Abbas brigade, now possesses US-made Oshkosh armored vehicles.”
As Greed Returns, Remember: ‘Strong Rallies Should Lead To Less, Not More Optimism’
“…sometimes you are compensated for this skewed perception and other times you are not.”
Sarah Sanders: Trump Not ‘Common Thread’ Between Trump Campaign, Trump Transition, Trump Inauguration, Trump Organization
As usual, it was painful to watch.Â
‘After A Year-Long Interruption, The Reflation Trade Is Returning’: JPMorgan
And that should be good for stocks, the bank reckons.
Howard Marks: ‘I Don’t Believe We’re In A Bubble, I Don’t Think We’re Going To Have A Crash’
“To me, it just confirms that markets are psychologically volatile.”
Trump Had Dinner With Jerome Powell, Clarida At The White House On Monday (They Had Steak)
Powell and Clarida must have been really disappointed they weren’t greeted with Filet-O-Fishes and pizza
What Stocks Usually Do When The Fed Is Done Hiking (And Why History Is Not A Good Guide)
Being Jerome Powell is a pretty thankless job.Â
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