Bonds, borders and balderdash.
Category: economy
China Kicks Off Key Week For Global Economy With Good News
“Stabilizing at a low level”.
‘The Salamander’s Tail (Risk) Has Regenerated!’, One Bank Literally Shouts
“…we are old, indebted and unequal”.
Wondering What Marko Kolanovic Thinks About Friday’s Curve Inversion? You’re In Luck…
If history is any guide, stocks will do well for “up to 30 months”.
What Does An Inverted Yield Curve Mean For Trump In 2020? History Says This…
“Currently, the curve’s message is rather simple”.
‘I’ve Always Struggled With The Inversion Fascination’
Not everyone is convinced Friday started the countdown to the apocalypse.
Global Growth Fears > Mueller.
“No collusion”, but no growth either.
Make Yield Curves Inverted Again! As 3M-10Y Goes Negative, Trump Assails Fed
But hey, look at the bright side…
Doom And Gloom.
Dour data and plunging bond yields.
Of Hamster Wheels, Zombies And Spiraling Bubbles!
Just in case “more cowbell” is needed when it comes to “hot takes” on the Fed…
FedEx And BMW Would Like To Remind You That We Ain’t Out Of The Woods Yet
Just in case you’re inclined to think the storm clouds have lifted…
Back To The New Status Quo.
… back in limbo, chasing the elusive target that we really don’t want to catch.
BofAML’s Hartnett Talks Shop, Tells You Who’s Buying And When To Sell
“The pain trade is still up.”
‘If This Ain’t Good Enough, How Much Will The Mood Sour’ When The Downturn Comes?
Revisiting the politics of rage.
The Long And The Short Of It.
…but mostly the “long”.
Credit Suisse: The Death Of The Phillips Curve Has Been Greatly Exaggerated
“The market appears to have overlearned the lesson of the past few years.”
Come What ‘May’: Full Week Ahead Preview
Data, ‘Brextension’ and the BoJ are this week’s headliners.
In Bid To Pacify ‘Wacky Nut Jobs’, Trump To Start New Wall Fight With $8.6 Billion Ask
Here comes Trump’s budget, which is D.O.A.
‘The Window Has Closed’: One Bank Throws In The Towel On Things Getting Back To ‘Normal’
… it effectively sounded the death knell on normalization.
And Now China Will Heighten Global Growth Concerns By Reporting Lackluster February Trade Data
This isn’t the best news amid ongoing growth concerns and worries that a trade deal isn’t imminent after all.
‘Tariff Man’ Hit With $621 Billion Worth Of Trade Deficit Kryptonite
Congratulations are in order for “President T”.
OECD Reminds You Things Still Going To Hell In A Handbasket
“The global expansion is continuing to lose steam, and faster than anticipated a few months ago.”
Data Doldrums And The Futility Of Financial ‘Journalism’
On rare occasions, I’ll extricate myself from my desk chair…
Trump Is The First MMT President, One Trader Says
“Too many pundits look at provocative headlines and chalk up MMT as socialism-disguised-as-economic-theory that needs to be quickly squashed.”
Bottoms Up? Goldman Sees ‘Green Shoots’
Good news!
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