Who wants to re-trade the Fed?
Category: economy
Harley Bassman: ‘Be Prepared For MMT To Be Implemented’
“Maybe it will be different this time……not likely.”
Sun Peaks Through Clouds In Europe
This ain’t nothin’ – so to speak.
Closely Watched PMI Data Out Of China Misses, Suggesting Recovery Still Fragile
Not out of the woods quite yet, apparently.
Not ‘Cutting’ It: Full Week Ahead Preview
Powell back on the hot seat.
Here’s Why It’s Important To Call Out Larry Kudlow For The Thousandth Time
Not because it’s funny – rather, because it’s not funny.
Skin-Deep GDP Beat Suggests Things Might Not Be So Great (Again)
A quick look under the hood is all you need.
Is The Fed Smarter Than ‘The Wisdom Of Crowds’? Goldman Answers
How many M&Ms are in this jar?
BofA: ‘Yield-Curve Inversion Is No Longer A Reliable Signal For Recession’
This time really is different, apparently.
‘Global Recession’ Now Highest Conviction Worry Since ‘Populism’ Ca. 2017
…among European credit investors, that is.
Stimulate Me! China Ain’t Done Yet
Xi has your back, or so it seems.
China Hits Home Run With Hotly-Anticipated Data Deluge
This will certainly come as a relief.
Parsing China’s ‘Monster Prints’
If it’s good news on the “reflation” narrative you seek, blockbuster credit growth and export data will do.
Is This A ‘Reflation’ Day Or A ‘Growth Scare’ Day?
The macro narrative is now bifurcated.
Nomura’s Charlie McElligott Brings Some ‘Real Heat’, Talks Fed’s ‘New Playbook’, Another ‘Reflation Run’
“But for the real ‘HEAT’ of today’s note”…
Albert Edwards Voted ‘Leave’ (And Why You Should Always Call On The Guy With The Shaggy Beard Wearing The Anorak)
“The honest answer is that I simply don’t know and that is why I was jumping up and down in my seat waving my hand.”
Pavlov And Why One Bank Thinks This Time Is In Fact ‘Different’
The debate continues…
‘A Delicate Moment’: IMF Laments Slowest Pace Of Global Growth In A Decade
“…there are many downside risks.”
Here’s What Barclays’ Latest Global Macro Survey Reveals About The Mood Of 500 Pros
“[There are] two key signals from this quarter’s survey”…
Things Aren’t Going Well In Germany…
Is it “always darkest before the dawn”?
LOLz, Momentum Factor Destruction, Cyclical Melt-Up Catalysts And Another Fata Morgana
…and a crypto zinger, for good measure.
Is It Really ‘2016 All Over Again’?
“If only…”
Off And Running.
“Equities are ‘foaming at the mouth’ to start the week”…
Borderline: Full Week Ahead Preview
Bonds, borders and balderdash.
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