“Investors”, he writes, are “still extremely bearish”.
Category: economy
‘The Chinese Are Buying Everything In Sight’: Xi Conjures Astounding Oil Demand Recovery
Chinese oil demand seen in ‘remarkable’ rebound to near pre-virus levels.
Damn The Depression. Onward And Upward. With Apologies To The ‘Legendary People’
It’s not “supposed” to be this way, after all.
Imagine This: 25% Of America’s Restaurants May Disappear Forever
For many of these establishments, it’s already too late.
The ‘Winner-Take-All’ Market And Our ‘Scroll Hypnosis’ Economy
“The stuff that can grow”.
Maybe We Need To Worry About COVID Inflation After All…
Sticker shock at the grocery store? Or too many “meat shortage” headlines?
One Year After Centennial Celebration, America’s Oldest Factory Index Falls Most In 101 Years
This kind of outright cessation of economic activity cannot possibly heal without scars.ÂÂ
US Retail Sales Are Total Disaster. Clothing Stores See 90% Plunge From Last Year.
April’s numbers were worse than already dour estimates. The comps with last year are astounding.
If You Squint, There’s Some Hope In The Empire Survey. But Mind The Capex Plans.
“Good” is an extremely relative term.
Germany Suffers Second Largest Contraction Since Unification. And There’s More To Come.
“The recovery began with the cautious lifting of the lockdown at the beginning of May, but…”
China Logs First Rise In Industrial Output Since Virus, But Retail Sales Recovery Is More Subdued
Read the tea leaves, draw your own conclusions.
36.5 Million And Counting
Fingers crossed that those describing their predicament as “temporary” are correct.ÂÂ
If There’s An Economic Silver Lining In This Crisis, It’s The Exorcism Of The Deficit Demon
It’s time to dispel the myths.
Jerome Powell: The US Economy Is Drowning. Congress Needs To Spend More Or Risk Permanent Damage
“This reversal of economic fortune has caused a level of pain that is hard to capture in words.”
Of Doves And Depressions
“Whatever it takes.”
Apple’s Many Eyes, ‘Dire Scenarios’ And A Glimpse At The New, Post-COVID ‘Normal’
“”If hot spots keep popping up it will be an ongoing reminder.”
Core Prices Fall Most In History While Cost Of Groceries Jumps Most In 46 Years
Is coronavirus a deflationary supernova or just a recipe for the return of inflation?
If Trump And Meat Executives Are So Worried About Shortages, Why Are They Shipping America’s Pork To China?
This raises uncomfortable questions going forward.
New Week Dawns With West Wing Worries, Fed-Driven Markets And Depression Dynamics
“A great and powerful plague” versus “the Fed driven liquidity environment”…
In This Market, There’s More To Fear Than Fear Itself
Let us count the concerns, shall we?
Neel Kashkari: Unemployment Is 24% And We’re Gonna Need A Bigger Bailout
“…you’re going to have empty strip malls for a while.”
‘There’s No Experience On Which To Base Our Forecasts’: After The Virus, Hyperinflation Or Deflationary Spiral?
“Policymakers have never had to deal with such huge contraction in both demand and supply on this scale.”
‘Temporary’ Precarity
The April jobs report was a tragedy of historic proportions – an unmitigated disaster. The
Waking Nightmare: A Walk Through The Worst Jobs Report In American History
A funeral for America’s labor market.
Great Depression II: 20.5 Million Jobs Lost In Worst Ever Payrolls Report
April’s jobs report is, quite simply, the single worst top-tier economic data print in modern history.
William Barr Ain’t Good For Much, But Maybe He Can Break Up Meat Monopolies
If there’s anything you can count on Trump to safeguard, it’s America’s right to cheap burgers.
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