As consumer inflation expectations crater…
Of Hamster Wheels, Zombies And Spiraling Bubbles!
Just in case “more cowbell” is needed when it comes to “hot takes” on the Fed…
The Long And The Short Of It.
…but mostly the “long”.
You’ve Got ‘Lots Of Questions’ And Nomura’s Charlie McElligott Has (At Least) As Many Answers
“Lots of questions about the behavior in equities.”
Blue Magic: Addicted Markets Get Fix As Central Banks ‘Resume Race To Zero Posture’
“That’s a brand name”.
Trader: I Donâ€™t Know If The Fed Will Skip This Hike Or Not, But…
“Itâ€™s been a long time since the outcome of a Fed meeting hasnâ€™t been a foregone conclusion.”
The Best-Laid Plans: Full Week Ahead Preview
“…often go awry.”
Goodbye ‘Goldilocks’, Hello Lackluster Returns And Higher Volatility
You don’t know what you’ve got ’til it’s gone.
‘Peak Profits’: Revisiting The Three-Headed Margin Cerberus
Who’s concerned about margin pressure? Presumably everyone…
Private-Sector Wages Rose At The Fastest Pace Since 2008 In Q3 – Now Cue The ‘Rogue’ Inflation Print
This is just further evidence that the tight labor market is gradually leading to wage inflation, the so-called “missing ingredient” for the Fed.
CPI Mercifully Misses Estimates, Now Let’s See If The Dip Buyers Show Up
Phew. Will this be enough to allay fears?
Enter The Dragon: Full Week Ahead Preview
Here comes China.
‘It’s The Steepener, Stupid’, And Why A ‘Rogue’ Inflation Beat Is The Biggest Tail Risk
As ever, the risk is that we get “proof” that fears of an inflation shock are not entirely unfounded.
Reflation Madness! Treasury Selloff Turns Unruly As U.S. Economy Is Screeching Tea Kettle
Boy, we’re really in the heat of things now.Â
Nomura’s McElligott: ‘Marketâ€™s Skepticism On Higher Inflation Is A Mispriced Risk’
“This could further escalate the rates selloff in unruly fashion”.
Now Hiring: Full Week Ahead Preview
Another week, another litmus test…
Inflation Cools Off, Pushing Real Wage Growth Back Into Positive Territory
This could help allay some fears.
Dodging Bullets: Full Week Ahead Preview
Around the world in 2,100 words.
Cheshire Catâ€™s Smile Redux: ‘Not Exactly A Party Cocktail’
And see, that’s where the problem comes in.
Core Inflation Rises At Fastest Pace Since 2008, Setting Fed On Collision Course With Trump
What could go wrong with this setup?
Dog Days: Full Week Ahead Preview
Trade, Japan, Turkey, rubles and so much more.
‘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”.
Inflation Hits New Six-Year High, Despite Marginally Missing Estimates
In search of “Goldilocks”.
‘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.”