Somehow, I doubt anyone cares too much about this, but for what it’s worth…
Category: economy
Recession Obsession: What Causes Downturns And How Vulnerable Is The US?
“Recession obsession” has become a fixture of markets over the past three months…
China Is About To Report The Slowest Growth In 28 Years – Who’s Excited?
This will be a true test of whether bad news really is “good” news.
‘The Worst Is Yet To Come’: As Federal Workers Tap Retirement Funds, Confidence In Economy Collapses
For the GOP, this is an existential crisis.
World Reacts To China’s December Trade Fumble
This will likely get worse before it gets better.
China’s December Trade Data Is, Well, Not Great…
“Juuust a bit outside.”ÂÂ
What Does The Worst Slump In German Industry Since 2009 Have To Do With Samsung?
Connect the dots, la, la, la.
What Are Stocks And Other Assets Saying About The Odds Of A US Recession?
Remember: anything is better than Larry Kudlow’s “models”.
As Trump’s Economic ‘Miracle’ Dies, Short Dollar Is En Vogue
… I suppose the whole thing rests on who you want to fade.
You Know What They Say: ‘When It Rains Apple Guidance Cuts, It Pours Egregious ISM Prints’
“Juuust a bit outside.”
‘Planet Earth To Policymakers’: One Bank Sends An Urgent Message
“We don’t think policymakers are in tune with these potential declines.”
Weekend Notables: Trump Calls Xi, Goldman Slashes U.S. Growth Forecast, Fed Call
Something’s got to give in 2019.
The Fed ‘Substantially Increased The Chances Of A Major Crash’ In The Next 24 Months, One Bank Exclaims
Was this “the Fed’s new ‘subprime is contained’
moment”?
With Fund Managers Most Bearish On Global Economy Since Lehman – Some Quick Thoughts
None of these observations are exactly Fields Medal-worthy, but…
Egg On Your Face: Fantastic Recession Calls And How To Trade Them
“Despite all the doom and gloom”…
Jobs Report Misses Lowest Estimate, Wage Inflation Cools
You wanted “dovish” data, here’s some.
‘Goldilocks’ Confirmed K.I.A. As Germany, Japan Economies Simultaneously Contract
The “synchronized global slowdown” narrative is gathering momentum.
Goodbye ‘Goldilocks’, Hello Lackluster Returns And Higher Volatility
You don’t know what you’ve got ’til it’s gone.
‘King Of Debt’ Lives Up To Title As Trump Sells Debt At Crisis-Era Pace
“Nobody knows debt like me”.
Private-Sector Wages Rose At The Fastest Pace Since 2008 In Q3 – Now Cue The ‘Rogue’ Inflation Print
This is just further evidence that the tight labor market is gradually leading to wage inflation, the so-called “missing ingredient” for the Fed.
If Janet Yellen Had A ‘Magic Wand’, She’d Raise Taxes: Let’s Discuss…
“This is unsustainable.”
‘Goldilocks’ Is Dead: Say Hi To The ‘Synchronized Global Slowdown’ Meme
On Wednesday, markets received a slew of economic data to support the notion that the era of “synchronous global growth” is over.
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