You wanted “dovish” data, here’s some.
Category: economy
‘Goldilocks’ Confirmed K.I.A. As Germany, Japan Economies Simultaneously Contract
The “synchronized global slowdown” narrative is gathering momentum.
Goodbye ‘Goldilocks’, Hello Lackluster Returns And Higher Volatility
You don’t know what you’ve got ’til it’s gone.
‘King Of Debt’ Lives Up To Title As Trump Sells Debt At Crisis-Era Pace
“Nobody knows debt like me”.
Private-Sector Wages Rose At The Fastest Pace Since 2008 In Q3 – Now Cue The ‘Rogue’ Inflation Print
This is just further evidence that the tight labor market is gradually leading to wage inflation, the so-called “missing ingredient” for the Fed.
If Janet Yellen Had A ‘Magic Wand’, She’d Raise Taxes: Let’s Discuss…
“This is unsustainable.”
‘Goldilocks’ Is Dead: Say Hi To The ‘Synchronized Global Slowdown’ Meme
On Wednesday, markets received a slew of economic data to support the notion that the era of “synchronous global growth” is over.
Italian Economy Flatlines In Third Quarter, Turning Screws On Populists
There’s more bad news for Italy.
Trying Times: Full Week Ahead Preview
It can’t possibly be as bad as last week, right?
One Trader Reminds You That America Is ‘Not An Island’
“…the global economy probably dictates much more than most market pundits would like to admit.”
It Is The Eleventh Hour For White American Males
“A collateral damage of capitalism’s global triumph, beaten in just about any game that matters, even the ones they invented, they are joining the ranks of excess population facing a threat of irreversible social displacement and marginalization.”
SocGen’s Swans Are Back And They Have Grown Since June…
It’s that time again.
‘I’ve Got Plenty Of Buyers’: Steve Mnuchin Says People Are Lining Up To Invest In Trump’s Banana Republic
You are “free to do what you want”, but Steve knows you really – really – want some Treasurys.
CPI Mercifully Misses Estimates, Now Let’s See If The Dip Buyers Show Up
Phew. Will this be enough to allay fears?
Trader: Suddenly Everyone Is A Bond Bear
“Don’t you love it how, now – after the biggest sell-off in fixed income in decades – suddenly everyone is bearish?”
Trump: ‘The Fed Doesn’t Need To Go So Fast’ On Rate Hikes
“I like to stay uninvolved with Fed chair Jerome Powell.”
‘There Are Clouds On The Horizon’: Why The IMF Just Slashed Their Global Growth Outlook
“…to the detriment of all.”
Trump Now Proud Owner Of Largest Deficit Since 2012 And All-Time Record For Most Interest Paid In A Year
Nowhere is the GOP’s shameless dereliction of duty more readily apparent than in U.S. fiscal policy.
30° Of Separation And Cheshire Cat’s Revenge
“We’re all mad here”.
‘It’s The Steepener, Stupid’, And Why A ‘Rogue’ Inflation Beat Is The Biggest Tail Risk
As ever, the risk is that we get “proof” that fears of an inflation shock are not entirely unfounded.
Nomura’s McElligott: ‘Market’s Skepticism On Higher Inflation Is A Mispriced Risk’
“This could further escalate the rates selloff in unruly fashion”.
Now Hiring: Full Week Ahead Preview
Another week, another litmus test…
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