The macro narrative is now bifurcated.
Category: economy
Nomura’s Charlie McElligott Brings Some ‘Real Heat’, Talks Fed’s ‘New Playbook’, Another ‘Reflation Run’
“But for the real ‘HEAT’ of today’s note”…
Albert Edwards Voted ‘Leave’ (And Why You Should Always Call On The Guy With The Shaggy Beard Wearing The Anorak)
“The honest answer is that I simply don’t know and that is why I was jumping up and down in my seat waving my hand.”
Pavlov And Why One Bank Thinks This Time Is In Fact ‘Different’
The debate continues…
‘A Delicate Moment’: IMF Laments Slowest Pace Of Global Growth In A Decade
“…there are many downside risks.”
Here’s What Barclays’ Latest Global Macro Survey Reveals About The Mood Of 500 Pros
“[There are] two key signals from this quarter’s survey”…
Things Aren’t Going Well In Germany…
Is it “always darkest before the dawn”?
LOLz, Momentum Factor Destruction, Cyclical Melt-Up Catalysts And Another Fata Morgana
…and a crypto zinger, for good measure.
Is It Really ‘2016 All Over Again’?
“If only…”
Off And Running.
“Equities are ‘foaming at the mouth’ to start the week”…
Borderline: Full Week Ahead Preview
Bonds, borders and balderdash.
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”.
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