“The market appears to have overlearned the lesson of the past few years.”
Category: economy
Come What ‘May’: Full Week Ahead Preview
Data, ‘Brextension’ and the BoJ are this week’s headliners.
In Bid To Pacify ‘Wacky Nut Jobs’, Trump To Start New Wall Fight With $8.6 Billion Ask
Here comes Trump’s budget, which is D.O.A.
‘The Window Has Closed’: One Bank Throws In The Towel On Things Getting Back To ‘Normal’
… it effectively sounded the death knell on normalization.
And Now China Will Heighten Global Growth Concerns By Reporting Lackluster February Trade Data
This isn’t the best news amid ongoing growth concerns and worries that a trade deal isn’t imminent after all.
‘Tariff Man’ Hit With $621 Billion Worth Of Trade Deficit Kryptonite
Congratulations are in order for “President T”.
OECD Reminds You Things Still Going To Hell In A Handbasket
“The global expansion is continuing to lose steam, and faster than anticipated a few months ago.”
Data Doldrums And The Futility Of Financial ‘Journalism’
On rare occasions, I’ll extricate myself from my desk chair…
Trump Is The First MMT President, One Trader Says
“Too many pundits look at provocative headlines and chalk up MMT as socialism-disguised-as-economic-theory that needs to be quickly squashed.”
Bottoms Up? Goldman Sees ‘Green Shoots’
Good news!
Let’s Check In On Jeff Gundlach’s ‘Most Recessionary Indicator’!
Less “recessionary” now?
On The Edge Of Recession? A Handy Pocket Guide
A quick lay of the land, so to speak.
Treasonous Business Economists See US Recession On The Horizon
Who wants to see a recession during an election year?!
‘False Alarm’ Or Will An Earnings Recession Cause A ‘Real’ Recession?
Time to panic? Spoiler alert: probably not.
Different Day, Same Set Of Hopelessly Entangled Narratives
Who can untangle this massive strand of Christmas lights?
Albert Edwards Is Worried America Is ‘Gripped By An Epidemic Of Stoned Pedestrians Stepping Into Traffic’
“…most surprising was the pungent smell of skunk that pervaded the streets almost everywhere.”
Deluge Of Unwelcome Data Virtually Screams ‘Synchronous Global Slowdown’
Oh well, there’s always services…
From Japan, A Bleak Warning
More problems.
You Can Forget About Another Hike From Sweden
That slightly hawkish bent from last week is likely to disappear now.
Is America’s Debt Path Sustainable?
And for what?
Larry Kudlow Opens His ‘Money Mouth’, Out Come ‘Glitches’
And lies. We also think lies.
If The Fed Was Looking For An Excuse To Stay ‘Patient’, This Disastrous Retail Sales Print Will Work!
Bad news is probably just bad news in this case.
Congrats, Germany: You Avoided A Recession
And that’s pretty much where the good news stops.
Larry Kudlow Would Never Lie To You, So That Horrific Deficit Number Must Be Wrong
“…the deficit is coming down and it’s coming down rapidly.”
Paul Revere And The Recession Narrative
“The recession is coming, the recession is coming!â€
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