‘We Have To Be A Little Wary’: Jobs Report Marred By Revisions, Overshadowed By Virus
“Markets appear sanguine, but at the very least”…
Category: economy
Jobs Report Blows Through Expectations As Labor Market Heats Up Anew
This topped even the most optimistic estimates.
Germany, Which Runs A Surplus And Can Borrow For Free, Posts Worst Industrial Production Plunge Since Crisis
The YoY print was, in a word, terrible.
The Best-Laid Plans Of Mice, Men And Monetarists
It is (past) time for a fiscal solution.
Albert Edwards: The Ice Age Is Nearing The End (Because Helicopter Money Is Coming)
After surviving an earthquake and narrowly dodging a tsunami…
Trump’s Economic Narrative Gets Another Boost From Ridiculous ADP Blowout
The best number since May of 2015.
3 Things: ‘Ok, Google’, Coronavirus Cases Hit 20,000, FOMO Or Bust
An exceedingly rare, buyable dip? Or maybe not so much, given the whole pandemic thing…
Sorry Mr. Trump, But China Is Going To Need Some ‘Leniency’ On All That Stuff They Promised To Buy
It’s a “disaster”. And an “unforeseeable event”.
Hong Kong’s Economy Shrank 2.9% On Year In Q4. And That Counts As ‘Good’ News These Days
It is, in a word, unfortunate.
China And The Virus Aren’t The Only Things To Trade On This Week…
Misses could exacerbate the bond rally. Beats may assuage fears.
South Korea’s Export Slump Extends To 14 Months On Holiday Effects. From Here, It’s All About The Virus
The optics leave something to be desired.
MNI Marvels At Sheer ‘Hugeness’ Of Dastardly Chicago PMI Miss
For months, ISM manufacturing has been the odd man out – but nothing like this.
How The Coronavirus Could Force The Fed Back To Zero (A Nuanced Take)
It’s all about precluding further dollar appreciation.