“Slippage”…
Category: economy
Was Q1 GDP “Grossly Distorted”? Oh, And We’ve Been Long RVs Since Day One
Right, so earlier today we got the first read on Q1 GDP and it wasn’t…
GDP Misses – But Hey, It Could Have Been Worse
U.S. First Quarter Advance GDP Grew 0.7%; Est. 1%.
Guest Post: “The Chance Of A Melt Up Has Never Been More Intense”
“Yet too many investors mistakenly believe good old fashioned fundamentals still drive financial asset markets. Nothing could be further from the truth. Since the 2008 credit crisis, Central Bank flows have made a mockery of financial pricing theory.”
Kuroda Shrugs, Twitter Lampoons Sweden, Deutsche Crumbles: Welcome To Thursday
Ok, so as detailed earlier this morning, the first thing you should note about the
If You Believe This “Soft” Data Point, The US Economy Is Growing At 7%!
Don’t forget to laugh.
It’s Tuesday And This Market “Sees No Demons”
“With French political risk significantly reduced (even if there’s still a two-week second round campaign to negotiate), an improving global economy, steadier oil prices, and most of all, range-bound US yields and a lack of fear of rapid Fed tightening, investors see few demons and are off in search of yield.”
Chart Of The Day: “What Goes Up…”
Presented without comment…
After Frozen Jobs Report, Goldman Says Economy Still On F*cking Fire
“We think the labor market is at full employment, with a risk of overheating over the next 1-2 years given our forecast for growth.”
What Caused The Q1 Rally And Why It Can Continue: Deutsche Bank Explains
So in Q1, you did some dip buying, didn’t you? Just admit it. I mean
Wall Street Journal: There’s A ‘Bigly’ Labor Shortage – And Trump’s About To Make Things Worse
You can’t cure stupid. Which means the irony inherent in paying billions of taxpayer dollars to
One Trader Asks: “Jeez Louise, Is It Only Thursday?”
Having spent Monday contemplating how and why traders have lost their confidence, Tuesday explaining that
It Would Be Great If You’d Start Using Your Credit Card… Or Would It?
“Whatever the reason, it’s probably a good bet that consumer spending will remain underwhelming until Americans feel more comfortable using their credit cards again. And while that will provide a boost to both activity and bond yields it will also, ironically enough, set the stage for the next recession.”
It’s Quiet Out There: G-20 Leaves Markets Feeling “Damp And Grey”
It feels quiet out there. Maybe a little too quiet. There’s plenty of G-20 banter
Behind The Curve? “Pussy-Cat” Yellen Confronts “Largest Dovish Policy Deviation Since The 70s”
Some folks will be talking about the Fed today. In just a few hours we’ll
“What Blizzard? It’s A Couple Of Flakes”: Markets In Cryosleep Ahead Of Snow, Fed, Geert
Welcome to day 2 of 2 in the pre-Fed, pre-Dutch election market cryosleep. Overnight we
Please Fasten Your Seat Belts, Jobs Report Ahead
So obviously it was a relatively quiet overnight session as the entire world focuses on
With Odds Of March Mushroom Cloud Lower, Time For Trump Economic Team To “Muddy Those Expensive Loafers”
The political scientist in me is a little annoyed with some of the overnight Street
Oxy, Jail To Blame For Lackluster Labor Force Participation Rate: Goldman
On Friday, I noted that Goldman wants to know why Trump voters are so damn
Goldman Wants To Know What Trump Voters Are So Damn Upset About
Obviously, large swaths of the American electorate (and this apparently applies to European voters as well)
Wall Street Reacts To “Mixed” Jobs Report
So this morning’s jobs data was, well, not very exciting. The headline print missed expectations
Daily Kickstart (Jobs Edition)
Overnight I quoted Goldman on the way to explaining why a short yuan bias was
Daily Kickstart (China FX Edition)
Whither the yuan…
Daily Kickstart (Welcome Back Japan Edition)
Markets have been rallying quite strongly on this notion of fiscal hope but, as we
Dollar Swings Wildly After Upbeat US Economic Data
Well, that escalated quickly…
“Grinchs” Should Have “Stayed In Bed”, SocGen Says
“The Grinch and Scrooge had better stay in bed this morning”…
Daily Kickstart (Back To Work Edition)
At long last, the holidays are over. I like the peace and quiet as much
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