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Category: economy

Bank Of Korea Serves Up Another Reminder Of Sluggish Global Economy, Even As Rates Kept On Hold

November 28, 2019November 30, 2019

Just call it another casualty of the trade war.

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Albert Edwards To America On Thanksgiving: Japanification Is Right Around The Corner

November 28, 2019

“But what if the reverse happens?”

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5 Comments on Albert Edwards To America On Thanksgiving: Japanification Is Right Around The Corner

Our Fiscal Future: MMT And Stimulus At The Limits Of Central Bank Omnipotence

November 27, 2019November 28, 2019

The topic du jour.

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4 Comments on Our Fiscal Future: MMT And Stimulus At The Limits Of Central Bank Omnipotence

Trump Now Proud Owner Of Second-Worst November Chicago PMI Print In 17 Years

November 27, 2019November 27, 2019

Congrats!

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MAGA Economy Is Healthier Than We Thought. Kinda, Sorta, Maybe.

November 27, 2019November 27, 2019

Curb your enthusiasm (assuming you were enthusiastic).

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PPI Deflation Bites In China, As Industrial Profits Sink Most On Record

November 26, 2019November 27, 2020

Entrenched PPI deflation took a toll on profits for industrial enterprises in China last month,

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Why One Bank ‘Remains Resolutely Pessimistic’ About 2020

November 26, 2019November 27, 2019

If they’re right, they will look like geniuses.

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Hong Kong Exports Have Now Declined For A Dozen Straight Months. Trump Blamed

November 26, 2019

Make global financial hubs miserable again!

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All Smiles For Risk Assets In New Week – So Far

November 25, 2019November 25, 2019

A lack of violent protests and some conciliatory language around IP theft is all it takes to keep the good vibes — err — good.

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A Subtle Reminder About Republicans, Democrats, The S&P 500 And Deficits

November 23, 2019November 24, 2019

Is it really a Democrat market participants should fear?

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MAGA Economy Hanging In There, But Hardly Blowing The Doors Off, November PMIs Show

November 22, 2019

Not terrible, but not “great” – “again” or otherwise.

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Europe’s Economy Flatlines For 3rd Month As Feeble Bounce In German Factory Activity Overshadowed By Services Spillover

November 22, 2019

“The ongoing decline nevertheless represents the worst spell of demand since mid-2013”.

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Don’t ‘Cry Wolf Prematurely’: Goldman Delivers Global Growth Outlook, Best Trade Ideas Headed Into 2020

November 21, 2019November 24, 2019

There’s “career risk” involved in making recession the baseline.

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‘We Are Heading For A Long-Term Future Of Declining Living Standards’: OECD

November 21, 2019November 21, 2019

“The alarm bells are ringing loud and clear.”

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And Now, For Another Dismal, Depressing, Dreary Projection Out Of Germany…

November 19, 2019November 19, 2019

The accompanying report is all kinds of foreboding.

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‘This Would Very Likely Mark The End Of The Expansion’: Some Trouble With The Curve

November 18, 2019

The read-through for corporate profits is clear – and somewhat dour.

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‘It’s Taking A Toll’: WTO Says Merchandise Volume Flatlines While Singapore Exports Plunge 8th Consecutive Month

November 18, 2019November 18, 2019

“Insidious”.

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Dear Peasantry: Give Trump Back The House And He’ll Give You ‘Very Major Middle Income Tax Cut’

November 15, 2019

“That’ll be subject to taking over the House”.

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3 Comments on Dear Peasantry: Give Trump Back The House And He’ll Give You ‘Very Major Middle Income Tax Cut’

MAGA Manufacturing Renaissance Stuck In Neutral, As ‘Sluggish’ Empire Gauge Meanders To A Miss

November 15, 2019

Optimism is “restrained”. 

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1 Comment on MAGA Manufacturing Renaissance Stuck In Neutral, As ‘Sluggish’ Empire Gauge Meanders To A Miss

Headline Retail Sales Rebound From September Slide, But Ex-Autos Print Falls Short

November 15, 2019

Offsetting, perhaps.

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‘A Very Severe Blow’: Hong Kong Careens Towards First Annual Recession Since Crisis

November 15, 2019November 15, 2019

You can’t paper over anarchy with fiscal measures. 

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Germany Just Dodged A Recession. And That Means You Can Kiss Your Fiscal Stimulus Hopes Goodbye

November 14, 2019November 14, 2019

The “black zero” fiscal policy is likely to hold.

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China’s October Activity Data Misses Across The Board, While Japan’s Economy Decelerates Sharply

November 13, 2019

More uninspiring (and unwelcome) data to undermine the optimism.

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Mixed CPI Report Leaves Powell With Blank Canvas In Congressional Hearings

November 13, 2019November 13, 2019

That could be good or bad.

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Trump Has Larry Kudlow Working On Plan To Cut ‘Middle Class’ Tax Rate To 15%: Report

November 12, 2019November 13, 2019

A “simple tax message” he can campaign on. 

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‘Gimmie Some Of That’: Trump Says ‘Smart People’ Clap For Negative Interest Rates

November 12, 2019November 12, 2019

“I want some of that money”.

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Ignore That Recession. German Investor Confidence Hits Six-Month High Amid Best DAX Rally In 18 Months

November 12, 2019

“Growing hope”.

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