The mood has soured.
Category: economy
The Sum Of All Fears: What Happens If All The Tail Risks Are Realized?
“… a realized turn for the worse.”
From Germany To Down Under, Global Slowdown Narrative Finds Validation
There was some fresh fodder for the “global slowdown” narrative on Wednesday.
One Trader Delivers Everything You Wanted To Know About MMT (But Were Afraid To Ask)
“Today’s topic is sure to incite some pretty strong reactions.”
Everything But The Kitchen Sink: Full Week Ahead Preview
To say the week ahead features a full docket would be to grossly understate the case.
Goldman Slashes Q1 US GDP Forecast (Again) Thanks To Shutdown
Well, the US is all set to get back to business this week…
Cognitive Instability And The Fed’s ‘Addiction Liability’
“We are troubled with the opinions we have of things and not by the things themselves.”
Elizabeth Warren Sends Letter To Jerome Powell, Asks If Fed Is Flying Blind In Shutdown
“… the shutdown is ‘no longer just a political sideshow, it’s a real recession risk.'”
‘Kevin, I’m Not Gonna Buy 2 Sandwiches’: Hassett Admits Shutdown Could Drive Growth To Zero During Ritual Poppy Harlow Evisceration
Don’t go on CNN, Kevin. It never ends well for you.
Dalio In Davos: Ray Delivers Fresh Set Of Possibly Profound Prognostications
“…the next downturn in the economy worries me the most.”
IMF Yells At Clouds Again, Cuts Global Growth Forecasts Citing Reckless Trade Policies
Somehow, I doubt anyone cares too much about this, but for what it’s worth…
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.”Â
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 must be logged in to post a comment.