If the economy rolls over, “there’s very little for him to run on.”
Category: economy
Of Equity Bears, Bond Bulls, Tail Risks And Policy Impotence
The lay of the land as the Fed looms.
Trump Makes History, Presides Over Most ‘Tremendous’ Plunge In New York Factory Gauge Ever
It’s a decline “the likes of which has not been seen before!”
‘Patient’ Is So Passé: Full June FOMC Preview
The ultimate irony is that just six months ago…
$690 Billion In AUM Is The Most Bullish On Treasurys Since 2009
As consumer inflation expectations crater…
Latest China Data Is Yet Another Reminder Of Global Economic Precarity
Time to use some of that “tremendous” policy flexibility.
‘OG’ Yield Curve Whisperer’s Fourth Horseman Of Recession Rode In On Wednesday
“I consider the yield curve the last of four horsemen of the recession to rear its head”.
Albert Edwards Feels ‘An Earthquake Happening In Government Bonds’
For Albert, it’s now just a question of “how negative bond yields will go”.
Fading Fed Cuts Just Got A Little Harder
Still cool.
Larry Kudlow’s Public Humiliation Tour Resumes
Whatever you say, Larry. Whatever you say.
‘Simultaneous Combustion’.
“A double blow”.
One Strategist Feels ‘Four Years Younger Today’, As Bad News Is Made Great Again
“This is a major relapse”.
Jobs Report Misses Lowest Estimate Boosting Rate Cut Bets
This will only make the easing calls grow louder.
Peter Navarro Versus The Worst ADP Report In Nine Years
“Congress has failed as an institution.”
‘We Think It’s Going To Get Worse’: Another Bank Throws In Towel, Calls For Fed Cuts, Slashes Growth Outlook
“We are once again forced to chop our forecasts”.
You Could Scarcely Conjure A More Dramatic Setup: Full Week Ahead Preview
If you’re not excited, well, get excited.
Goldman: Easy Monetary Policy Won’t Be Enough If Growth Doesn’t Pick Up Soon
Suddenly, we’re back in the teeth of the global slowdown narrative.Â
It’s All Political These Days: Full Week Ahead Preview
Donald Trump likely won’t be in a good mood as the new week dawns.
Trade, Fed Policy And Recession: It’s Complicated
“We’ll let you know in about three or four weeksâ€.
‘This Trade War Has Been Personalized’: One Bank Frets Over ‘Totally Unexpected’ Escalations
“We must approach our analysis with humility”.
More Questions Than Answers In Latest Chinese Trade Data
If you’re looking for clarity on China’s economy from the April trade data, you can look elsewhere.Â
Trader: ‘A Little Part Of Me Wonders If Jay Powell Was Smarter Before He Started Listening To Everyone’
What was Jay Powell’s real mistake?
Behold: The Most Hypocritical, Ridiculous MMT Broadside Yet
Brought to you by four people who voted for Trump’s deficit-ballooning tax cut package.
‘Disharmony’ And What’s ‘Frustrating’ Goldman’s Clients
“This week the Reiwa era of ‘beautiful harmony’ began in Japan but”…
You must be logged in to post a comment.