More questions than answers, as per usual.
Category: economy
Good News! The Algos Say The US Economy ‘Is Doing Just Fine’
Ignore the large laser cannon, he’s just here to help!
One Analyst Reminds ‘Old, Grizzled’ PMs That ‘We’re Late In The Cycle’ Is Not Research
Take that, “old, grizzled PMs.”
CPI Misses As Investors Get Possible Reprieve From Inflation Jitters
Do you feel better?
Should You Buy The Banks Like, Right Now? Yes! No. I Don’t Know, Maybe!
Clients just want to know when the damn recession is coming, ok?
‘Don’t Panic’ And The ‘Last Man Standing’
Douglas Adams time.
David Stockman Is Not Particularly Amused With Your Inflation Targeting
“Is there any evidence that the microscopic variance between 1.9% and 2.3% inflation on the PCE deflator makes any difference to the performance and prosperity of the main street economy?”
David Stockman Says This Cycle Is An Octogenarian – At Least
“…like in the case of an aging human, where weakened defenses and impaired resilience cause it to succumb to infections and other exogenous threats, the main street economy is exceedingly vulnerable.”
‘America First’: Full Week Ahead Preview
Ok, well all eyes will be on the U.S. in the week ahead.
Dragon Energy? GDP, ECI Beat, Personal Consumption Weakest Since 2013
We’ll be looking forward to the tweets.
David Stockman: Trump Is ‘Piling One Delusion Upon Another’
“Stated differently, the Orange Comb-Over is definitely not making America Great Again.”
David Stockman Weighs In On 10Y Yields At 3%
“In a word, honest bond yields will knock the stuffings out of the mainstream fairy tale that passes for economic and financial reality.”
‘We Got No More Liquor!’ These Yield Curve Inversion As A Recession Predictor Probabilities Are Sure To Be A Hit At The Bar
If you’re not talking about the inexorable flattening in the U.S. curve in public settings, well then one wonders what the hell it is you’re saying at the bar when you’re spittin’ game to the waitresses.Â
One Bank’s Warning: ‘The Left-Tail Story Has Become More Socialized’
Who could have seen this coming?
More Buybacks For The Rich – And More Ding Dongs For The Rest Of You
And Ho Hos. Don’t forget the Ho Hos.
Behold: An ‘Incubator For Vicious Steepeners’
Something tells us this is an underappreciated tail risk, indeed.
David Stockman: It’s A Matter Of Time Before Trump Attacks The Fed
“Indeed, the Donald’s impending attack on the purported sacred ‘independence’ of the Fed is the Orange Swan that looms over the casino.”
When China Catches Cold…
The spillovers will be “tremendous.”
David Stockman: ‘There Has Been No Acceleration Of Main Street Under Trump’
“In effect, the Donald is taking credit for the doings of the plain old business cycle, and at the worst possible time.”
David Stockman: These Are ‘The Delusions Of MAGA’
“The Donald is not leading America to the promised land. Instead, he’s leading it to war abroad, fiscal and economic calamity at home and a crisis of governance that pales Watergate into insignificance.”
By 2023, America Will Be In Worse Fiscal Shape Than Italy, Mozambique And Burundi
Who’s “tired of winning”?
‘Oh, My God’: Full Week Ahead Preview
Plenty to fret about (and laugh at).
The Poverty Of Tech And The Tech Of Poverty
It was one of those rainy and damp days, I was finding my way out of the F-train subway on Bergen St. in Brooklyn. On the mezzanine level, in the corner of the stairwell, I noticed a young man, couldn’t have been much older than 30….
One Bank Brings You The ‘Word From Main Street’, And The Word Is…
Apparently, Wall Street needs to conduct surveys to get a read on what the “word” from Main Street is, because after all, if you’re working in lower Manhattan and pulling in a cool 300k, you’re probably not spending a lot of time hanging out with the poors in social settings.
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