“…a sense of relief that a sharp rebound is possible but at the same time caution against too much optimism”.
Category: economy
‘The Most Fundamental Problem’ For Jerome Powell: Your Savings Account
I know a way out of this nightmare.
Participation Is ‘Voluntary’
“…the markets are in the mood to try to be happy”.
‘Surprise!’ Another 20/20 Moment
Hindsight.
‘Creeping Into The Unconventional’ And Why Everything You Thought You Knew Is Wrong
“There is only one way to pay.”
‘You Can’t Get Fooled Again’: Is America Ready For Real Economic Solutions Or Not?
“…fool me once, shame on — shame on you”.
Albert Edwards Has Been Right For A Long Time. But His Fans Have Kept Everyone From Realizing It.
A misunderstood bear and underrated economic thinker.
Bad News. US Jobless Claims Have (Basically) Stopped Falling. But Hope Floats In Philly
More conflicting signals from the world’s largest economy.
‘Sell Everything To Them And Let Them Deal With It’
The “day-to-day focus really swings wildly”.
Tug Of War.
Half full or half empty?
Jerome Powell Is Very Worried About ‘Widening Gaps In Economic Well-Being’
“The burden of the downturn has not fallen equally on all Americans.”
US Retail Sales Double Up Projections, Surge Most On Record In Boon To Recovery Trade
These numbers will work for a market keen to pounce on any sign of good news.
A ‘Terrific Explosion’ (Or, Stimulus > Geopolitics)
It’s all fun and gains until…
‘This Cycle Does Not Defy All Precedent’: Morgan Stanley Doubles Down In Mid-Year Outlook
“We remain firmly in the camp that the economy is likely to experience a V-shaped recovery”.
Larry Kudlow Goes All In, Floats ‘I-Shaped’ Recovery Narrative Where ‘It Just Goes Straight Up’
“I don’t want to get cute here, I’m just saying…”
Somber, Regardless.
Last week saw the first real test of the bear market rally. The week ahead brings more challenges.
Larry Kudlow’s ‘Paying People Not To Work’ Claim Refuted By Jobs Report He Touted
“It’s better than their salary”.
The Rally’s Next Hurdle: A Wave Of ‘Second Wave’ Coverage
Remember: This is a headline-driven market.
‘Some Embers Flaring Up’
“I don’t know where that got started on Wall Street”.
Two Decades Of UK Growth Disappears In Two Months As Country Faces Worst Slump Since 1706
UK faces worst annual contraction in 300 years.
Albert Edwards: ‘The Great Melt’ Is Coming. But ‘Outright Deflation’ Is Here Now
“…there will never be any serious attempt to reverse policy stimulus.”
Household Net Worth Suffers Biggest Drop In History While Business Debt Explodes Most On Record
This is what it looks like when the “wealth effect” slams into reverse.
‘CHAZ’: Seattle’s New Autonomous Zone Shows A Nation ‘Fed’ Up
“Let them eat stocks”.
Jobless Claims Refute ‘V-Shaped Comeback’ Meme
Not exactly indicative of “the greatest comeback in American history”.
‘Reality Repression’: Markets Witness Biggest Disconnect In Modern History
“Nothing else matters”.
Coronavirus Throws Off Another ‘First Time Ever’ Moment For Economy, As Inflation-Deflation Debate Rages
It’s all noise – until it isn’t anymore.
‘Without Precedent In Living Memory’: Here Is The OECD’s Foreboding 2020 Outlook
“Extraordinary policies will be required to walk the tightrope towards recovery.”
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