“… when Kelly is not around.”
Author: therealheisenberg
Analysts Weigh In On What You Thought Was An Unambiguously Bad Jobs Report
Ok, it’s time for everyone to try and read the tea leaves from the August
As Trump Decries ‘Rigged System’, We Ask: How’s It Feel?
On behalf of every minority group who struggles each and every day to get ahead in a system that systematically disadvantages them…
Cohn Dispatched To Explain Away Bad Jobs Number, Promises Imminent Tax Reform
WHITE HOUSE’S COHN SAYS JOBS REPORT NOT DISAPPOINTING
WHITE HOUSE’S COHN SAYS WE’RE VERY PLEASED WITH ECONOMY
Manic Markets Reverse Jobs Knee-Jerk, But ‘There’s No Chance Of December Hike’
You want a reason to be dovish, you’ve got one now.
Dollar, Yields Fall As Jobs Report Misses
Well, it’s jobs day and there are a couple of ways you can approach the August print.Â
‘I’m Not Sure I’ve Talked To Anyone That Hasn’t Thrown In The Towel’
“But I have to say, the breadth of the consensus makes we wonder.”
Offshore Yuan Ties Record, Up 13th Consecutive Day
6.50 doesn’t look far-fetched – at all.
McCain Rips Trump: He’s ‘Poorly Informed’ And ‘We Don’t Answer To Him’ Anyway
“That has never been truer than today, when Congress must govern with a president who has no experience of public office, is often poorly informed and can be impulsive in his speech and conduct.”
Euro Jumps As Nowotny Thinks You’re Being A Drama Queen
“Therefore, I wouldn’t over-interpret or dramatize.”
Key Calls (Friday): Upgrades, Downgrades & Initiations
You need an upgrade.
With Corporate Debt-To-GDP At An All-Time High, The Defaults Are Coming…
I have absolutely no idea how any of that is sustainable and/or realistic.Â
‘A One-Way Trip Back To The Shadows’: What Trump’s Dreamers Decision Really Means
“In some of the cases they’re having DACA and they’re gang members and they’re drug dealers too. But you have some absolutely incredible kids, I would say mostly.”
Trump To Actively Undermine Obamacare With Deep Spending Cuts
Well don’t worry America, because if Obamacare wasn’t already in trouble, Trump is going to do everything in his power to undermine it.
Riders On The Storm.
Right, so the storm wasn’t supposed to come until next month.
‘Peak Dollar?!’ Not So Fast You Ethereum-Lovin’ Millennial Shill
“Frankly, I’d be more convinced by an argument suggesting that the world’s reserve managers are going to hire a bunch of millennials who’ll switch their dollars into bitcoins, ethereum, and other crypto-“stores of value”.
‘Bigly’: This Was The Best Month For The Yuan Since It Was Revalued In 2005
We’ve been talking all month about the yuan, and for good reason.
Soros Worst Trade
“The trouble was, Soros got it wrong.”
Freedom Caucus Stark Warning: Harvey Relief Can’t Be Trojan Horse For Debt-Ceiling
“That sends all the wrong message.”
This Hasn’t Happened Since 2005
Just how enamored are equity investors with emerging markets relative to the U.S.?Â
As Far As President Ashley Schaeffer And Yields, Goldman Figures It Can’t ‘Feasibly’ Get Any Worse
“Given how negative sentiment on the political outlook has become, it’s feasible this sell-off in the 10-year could originate with a positive surprise from the policy process.”
Narratives: One Trader Demands To Know ‘Through What Puerile Prism’ You’re Looking
Last week’s, “this is so obvious†has morphed into “not so fast Kemo Sabe†heading to next week’s inevitable, “I knew it all along.”
Deflation Is Here And The Ice Age Cometh: Albert Edwards Is Back
“I was too optimistic!”
Suspension Of Disbelief – Only In The Other Direction
For years, DM central banks have been forced to kind of suspend disbelief with regard
Gold Heads For Best Month Since February Despite Flash Crashes And ‘Uninformed’ El-Erian
Of course these haven bids come and go faster than a communications director at the White House…
Euro Slides As ECB Deploys Favorite Jawboning Method: Anonymous Reuters Piece
“The exchange rate has become a bigger issue,†one of the sources told Reuters. “It is now less favorable for an exit and a stronger argument for a muddle-through option.â€
Mueller, Schneiderman Team Up In Possible Bid To Counter Trump Pardon Power
Trump’s legal team might want to start burning the candle at both ends…
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