“We’ll let you know in about three or four weeksâ€.
Category: economy
‘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”…
Larry Kudlow Cranks Propaganda Knob To Spinal Tap-ish ’11’ In Absurd Friday Press Junket
Unadulterated, state propaganda. Period.Â
Jobs Report Blows Away Estimates, Unemployment Rate Falls, Wage Growth Again Cooler-Than-Expected
Who wants to re-trade the Fed?
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…
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