Signal versus noise.
Category: economy
Let’s Talk Farmers, Propaganda, Deere And Denmark
“…they’re selling the coin, or the, the corn.”
Let’s Play Dollar Bingo With Larry Kudlow – Who Had ‘Cherished’?
None of this makes any sense. Not a bit of it. It’s a self-referential nightmare.
Core Inflation Rises At Fastest Pace Since 2008, Setting Fed On Collision Course With Trump
What could go wrong with this setup?
‘People Have Said P.T. Barnum!’ Trump’s Reality Distortion Loop Gets A New Dimension With TiVo Reruns
“They don’t realize, it’s a lot of work. It’s not easy.”
Dog Days: Full Week Ahead Preview
Trade, Japan, Turkey, rubles and so much more.
Dollar Liquidity Dynamics: An Epochal Shift Is Coming, One Bank Warns
“In this environment the infamous carry-trade will come under pressure and the misallocation of credit will be revealed.”
‘Don’t Blame The President’: Kudlow, Mnuchin Spearhead Sunday Media Blitz In Defense Of Tariffs, MAGA Madness
“I reckon it will take us maybe a year, maybe 18 months to start turning that around.”
Donald Trump Jr. Tweets ‘Obama Never Broke 2%’ Quarterly GDP Growth (He’s Lying)
“Let’s keep this going.”
Trump Says Ameriker’s Gee-Dee-Pee Is Growing At ‘An Amazing’ Rate, But Is That True?
“…you would think based on all the buzz right now that the last time this happened the dinosaurs roamed the earth.”
‘It Has A Four In Front Of It’: The GDP Report Trump Leaked On Thursday Is Out
“I think tomorrow’s GDP numbers are going to be terrific.”
Behold: One Bank’s ‘Fantastic Recession Indicators’
“…and where to find them”.
‘We’re Going To Need More Tweets’: Dollar Steadies After Late Week Plunge, China Unleashes Largest MLF Op Ever
Someone get Jerome Powell on the phone. China’s covert easing is becoming more overt.
‘We Are Raising Rates – Really?’ Trump Again Attacks The Fed, Accuses Europe, China Of ‘Manipulation’
“Tightening hurts all we have done.”
Where The Wild Things Are: Revisiting The Forgotten Horizon In The Volatility- Leverage Space
“And now,” cried Max, “let the wild rumpus start!†…
Commodities Stand Corrected As Demand Destruction Doom Loop Beckons
Coal mine canaries?
If It Pleases The Court, Jerome Powell Would Rather Congress Didn’t Ask Him About The Trade War
Highlights from the Fed Chair’s testimony on Capitol Hill.
Maybe Irony Isn’t Dead: If The U.S. ‘Imports’ A Recession, Can We Slap Tariffs On It?
Mind the implications of globalization and interconnected markets.
‘That Sounds Like A Punt’: Marketplace Host Presses Jerome Powell For Answers On Trade War
“I’m going to poke you in the eye a little bit”.
Institutional Investors Are ‘Enthusiastic About All Things American’ (But They Do Doubt The Fed)
“… a trade war is the biggest concern for almost half of those surveyed.”
Inflation Hits New Six-Year High, Despite Marginally Missing Estimates
In search of “Goldilocks”.
Heat Wave? One Bank Checks Their Heatmap For Signs Of A High Volatility Regime
“Overall, the broad picture remains healthy”, but at the same time…
‘Chart Of The Century’ Hints At Potential Dire Outcome Of Prolonged Global Trade War
“…fewer choices, potentially less quality, less productivity and higher prices if we reverse globalization.”
As The World Turns: Full Week Ahead Preview
Or “burns” – whichever.
Jobs Report: Headline Beats, Hourly Earnings Miss, Unemployment Rate Moves Up To 4%
Unlike last month, Donald Trump didn’t tweet out the jobs report an hour ahead of time on Friday, so that’s disappointing.Â
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