There’s little here to suggest the malaise is likely to clear.
Category: economy
Dances With Doves: Full Week Ahead Preview
Trial by fire.
CNBC’s Sara Eisen Asks Larry Kudlow If The Real ‘Miracle’ Is That Trump Hasn’t Crashed The Economy
“You call it reform, but we saw it show up”.
The Most Dramatic Pivot Since The Crisis
“…counting the impacts of the QE-unwind since 2014, the degree of tightening has been severe”.
If Albert Edwards Had A Swiss Franc For Every Time Someone Told Him To Ignore Manufacturing…
“Having been in the business for over 35 years, there is one thing I can guarantee”…
‘This Could Trigger An Actual Recession’: Folks Are Getting Worried About Germany
“…at this point though, the manufacturing slowdown in the EZ is so real that it risks dragging Services with it”.
‘From Bad To Worse’: Yields Plunge To Record Lows As German Manufacturing Falls Off A Cliff
This “raises the risk of the euro area’s largest member state entering a mild technical recession”.
‘Downside Risks Have Intensified’: IMF Delivers Traditional Quarterly Gloom And Doom Report
“Escalating trade tensions, the possibility of a protracted risk-off episode that exposes financial vulnerabilities and geopolitical tensions”.
Elizabeth Warren: An Economic Crash Is Coming
“The country’s economic foundation is fragile. A single shock could bring it all down”.
Goldman Says You’re Probably Too Obsessed With American Manufacturing
Keep it in perspective.
Zombie Dynamics
Zombies. Lots of them.
Goldman Solves The Case Of The Missing 1% Of GDP
“Traveling back in time to witness the collapse of the Soviet Union and the birth of grunge music would be exciting in many ways”…
NY Manufacturing Activity Made ‘Generally Somewhat’ Better Again After Worst Decline In Recorded History
“Make America generally somewhat better again!”
Chinese Economy Grows At Slowest Pace In Decades, But Key Activity Data Tops Estimates
This is either good news, or bad news or both – depending on your perspective.
Trump, The Fed And The Dollar Constraint
“And around she goes, where she stops nobody knows”.
In ‘Strange Twist Of Fate’, Cheshire Cat Smiles Just As Phillips Curve Is Left For Dead
“The Phillips curve now is fully ‘alive’, only to be half-ignored”.
As China’s Latest Trade Data Disappoints, Market Sees Canaries In Singapore
“Canaries”, “coal mines” and such.Â
FinTwit Loses Mind As Hot Core Inflation Print Embarrasses Jay Powell
At this point, Jerome Powell is used to being mocked on Twitter.
‘There Are Too Many Signs Of Slowdown To Ignore’ – Some Doubt Fed’s Ability To Avert Downturn
“…the end of the cycle is more likely than a third temporary loss of momentum”.
ECB Minutes Show Readiness To Cut Rates, Restart QE, Because Whatever (It Takes)
It’s time to use “all of the instruments” again.
The ‘Faint Heartbeat’ Exchange: AOC Corners Powell On Phillips Curve Implications For ‘Modern’ Policymaking
“Modern policy making considerations.” With an emphasis on “modern”.
Gloomy EU Projections Give ECB Another Justification For Rate Cuts, Easing
“Risks to the global economic outlook remain highly interconnected and are mainly negative.”
‘This Guy’s Crazy And The World’s On Fire’
That wouldn’t necessarily be hyperbole.
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