Don’t call it a “return”.
Category: economy
CNN, Bloomberg, CNBC Entertain Regime Propagandists Kudlow, Navarro In Sad Friday Spectacle
There is no sense in which any of this can be taken seriously anymore.
Jobs Report Blows Past Highest Estimate, Wage Growth Still Cool, Unemployment Rate Ticks Higher
Is good news “bad” news this time?
Make Or Break?
“We think the sun is slowly setting on this cycle”.
Risk-On, But For How Long? The Data Is Dour
Ultimately, the data continues to come in soft.
A Global Affair: Full Week Ahead Preview
Everything is in play.
Make PMIs Contractionary Again!
As ever, the perverse silver lining is…
Albert Edwards: ‘By Hook Or By Crook, Jerome Powell Will Be Out’ If There’s A Recession
“If this is what President Trump is like now, imagine if I am right”…
Oddly, Consumer Confidence Collapses During Historically Tremendous ‘Month Of June’
“…at some point, [this] could begin to diminish consumers’ confidence in the expansion.”
‘The Economy Is Both Booming And Headed For Recession’: The Fed And Schrödinger Plates
“The economy at the moment is in a superposition of two states.”
Jeff Gundlach Makes Stunning Suggestion: Trump May Pull Out Of 2020 Election
If the economy rolls over, “there’s very little for him to run on.”
Of Equity Bears, Bond Bulls, Tail Risks And Policy Impotence
The lay of the land as the Fed looms.
Trump Makes History, Presides Over Most ‘Tremendous’ Plunge In New York Factory Gauge Ever
It’s a decline “the likes of which has not been seen before!”
‘Patient’ Is So Passé: Full June FOMC Preview
The ultimate irony is that just six months ago…
$690 Billion In AUM Is The Most Bullish On Treasurys Since 2009
As consumer inflation expectations crater…
Latest China Data Is Yet Another Reminder Of Global Economic Precarity
Time to use some of that “tremendous” policy flexibility.
‘OG’ Yield Curve Whisperer’s Fourth Horseman Of Recession Rode In On Wednesday
“I consider the yield curve the last of four horsemen of the recession to rear its head”.
Albert Edwards Feels ‘An Earthquake Happening In Government Bonds’
For Albert, it’s now just a question of “how negative bond yields will go”.
Fading Fed Cuts Just Got A Little Harder
Still cool.
Larry Kudlow’s Public Humiliation Tour Resumes
Whatever you say, Larry. Whatever you say.
‘Simultaneous Combustion’.
“A double blow”.
One Strategist Feels ‘Four Years Younger Today’, As Bad News Is Made Great Again
“This is a major relapse”.
Jobs Report Misses Lowest Estimate Boosting Rate Cut Bets
This will only make the easing calls grow louder.
Peter Navarro Versus The Worst ADP Report In Nine Years
“Congress has failed as an institution.”
‘We Think It’s Going To Get Worse’: Another Bank Throws In Towel, Calls For Fed Cuts, Slashes Growth Outlook
“We are once again forced to chop our forecasts”.
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