$690 Billion In AUM Is The Most Bullish On Treasurys Since 2009
As consumer inflation expectations crater…
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Category: inflation
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.”
Trader: I Don’t Know If The Fed Will Skip This Hike Or Not, But…
“It’s been a long time since the outcome of a Fed meeting hasn’t been a foregone conclusion.”
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.
