But I don’t want to go among mad people.
Oh, you can’t help that. We’re all mad here.Â
Category: economy
Cheshire Cat’s Smile: ‘What Is The Fed Worried About?’
“It appears ‘indestructible’, but not in a conventional way, more like a survivor of one’s own death.”
Breaking News: Real People Are Still Struggling To Pay The Bills
“What are the biggest risks to your financial situation?”
Still ‘Goldilocks’? Inflation Jumps To Six- Year High
So is this “good” news or “bad” news or somewhere in between?
‘Main Street Optimism Is On A Stratospheric Trajectory’: Small Businesses Go All-In On Trump’s Pedal To The Metal Populism
“You will ride eternal, tacky and gold leaf”…
Who Really Understands The Risks? It’s Probably Not Who You Think.
I think that gets it backwards.
Jobs Report Beats Across The Board, Unemployment Rate Falls, Just As Economist Donald Trump Teased
“Looking forward to seeing it”…
Retail Sales! Who’s Excited?!
As a reminder, this is the marquee data point in the U.S. this week and it will be yet another opportunity for the market to assess the new, U.S.-centric growth narrative.
Uncharted Waters: Budget Lunacy, The #MAGA Economy And What PredictIt Predicts For Rates
“You will ride eternal, tacky and gold leaf”…
What Does History Say About Mideast Turmoil, Crude And Inflation?
More questions than answers, as per usual.
Good News! The Algos Say The US Economy ‘Is Doing Just Fine’
Ignore the large laser cannon, he’s just here to help!
One Analyst Reminds ‘Old, Grizzled’ PMs That ‘We’re Late In The Cycle’ Is Not Research
Take that, “old, grizzled PMs.”
CPI Misses As Investors Get Possible Reprieve From Inflation Jitters
Do you feel better?
Should You Buy The Banks Like, Right Now? Yes! No. I Don’t Know, Maybe!
Clients just want to know when the damn recession is coming, ok?
‘Don’t Panic’ And The ‘Last Man Standing’
Douglas Adams time.
David Stockman Is Not Particularly Amused With Your Inflation Targeting
“Is there any evidence that the microscopic variance between 1.9% and 2.3% inflation on the PCE deflator makes any difference to the performance and prosperity of the main street economy?”
David Stockman Says This Cycle Is An Octogenarian – At Least
“…like in the case of an aging human, where weakened defenses and impaired resilience cause it to succumb to infections and other exogenous threats, the main street economy is exceedingly vulnerable.”
‘America First’: Full Week Ahead Preview
Ok, well all eyes will be on the U.S. in the week ahead.
Dragon Energy? GDP, ECI Beat, Personal Consumption Weakest Since 2013
We’ll be looking forward to the tweets.
David Stockman: Trump Is ‘Piling One Delusion Upon Another’
“Stated differently, the Orange Comb-Over is definitely not making America Great Again.”
David Stockman Weighs In On 10Y Yields At 3%
“In a word, honest bond yields will knock the stuffings out of the mainstream fairy tale that passes for economic and financial reality.”
‘We Got No More Liquor!’ These Yield Curve Inversion As A Recession Predictor Probabilities Are Sure To Be A Hit At The Bar
If you’re not talking about the inexorable flattening in the U.S. curve in public settings, well then one wonders what the hell it is you’re saying at the bar when you’re spittin’ game to the waitresses.Â
One Bank’s Warning: ‘The Left-Tail Story Has Become More Socialized’
Who could have seen this coming?
More Buybacks For The Rich – And More Ding Dongs For The Rest Of You
And Ho Hos. Don’t forget the Ho Hos.
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