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Category: inflation

$690 Billion In AUM Is The Most Bullish On Treasurys Since 2009

June 14, 2019June 14, 2019

As consumer inflation expectations crater…

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Of Hamster Wheels, Zombies And Spiraling Bubbles!

March 21, 2019

Just in case “more cowbell” is needed when it comes to “hot takes” on the Fed…

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5 Comments on Of Hamster Wheels, Zombies And Spiraling Bubbles!

The Long And The Short Of It.

March 12, 2019March 12, 2019

…but mostly the “long”.

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9 Comments on The Long And The Short Of It.

You’ve Got ‘Lots Of Questions’ And Nomura’s Charlie McElligott Has (At Least) As Many Answers

March 12, 2019

“Lots of questions about the behavior in equities.”

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1 Comment on You’ve Got ‘Lots Of Questions’ And Nomura’s Charlie McElligott Has (At Least) As Many Answers

Blue Magic: Addicted Markets Get Fix As Central Banks ‘Resume Race To Zero Posture’

February 7, 2019February 7, 2019

“That’s a brand name”.

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Trader: I Don’t Know If The Fed Will Skip This Hike Or Not, But…

December 19, 2018December 19, 2018

“It’s been a long time since the outcome of a Fed meeting hasn’t been a foregone conclusion.”

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2 Comments on Trader: I Don’t Know If The Fed Will Skip This Hike Or Not, But…

The Best-Laid Plans: Full Week Ahead Preview

December 9, 2018December 9, 2018

“…often go awry.”

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Albert Edwards Is Serving ‘Marmite Sandwiches’ On Thursday, Says Stimulus High Will Wear Off For America

November 8, 2018

“Yuck”!

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1 Comment on Albert Edwards Is Serving ‘Marmite Sandwiches’ On Thursday, Says Stimulus High Will Wear Off For America

Goodbye ‘Goldilocks’, Hello Lackluster Returns And Higher Volatility

November 5, 2018

You don’t know what you’ve got ’til it’s gone.

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2 Comments on Goodbye ‘Goldilocks’, Hello Lackluster Returns And Higher Volatility

‘Peak Profits’: Revisiting The Three-Headed Margin Cerberus

November 3, 2018

Who’s concerned about margin pressure? Presumably everyone…

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Jobs Report Blows Through Estimates, Wage Growth Solid, Unemployment Rate Sticks At 48-Year Low

November 2, 2018November 2, 2018

Well, that works.

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4 Comments on Jobs Report Blows Through Estimates, Wage Growth Solid, Unemployment Rate Sticks At 48-Year Low

Private-Sector Wages Rose At The Fastest Pace Since 2008 In Q3 – Now Cue The ‘Rogue’ Inflation Print

October 31, 2018October 31, 2018

This is just further evidence that the tight labor market is gradually leading to wage inflation, the so-called “missing ingredient” for the Fed.

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CPI Mercifully Misses Estimates, Now Let’s See If The Dip Buyers Show Up

October 11, 2018October 11, 2018

Phew. Will this be enough to allay fears?

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Enter The Dragon: Full Week Ahead Preview

October 7, 2018October 19, 2021

Here comes China.

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‘It’s The Steepener, Stupid’, And Why A ‘Rogue’ Inflation Beat Is The Biggest Tail Risk

October 5, 2018

As ever, the risk is that we get “proof” that fears of an inflation shock are not entirely unfounded.

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2 Comments on ‘It’s The Steepener, Stupid’, And Why A ‘Rogue’ Inflation Beat Is The Biggest Tail Risk

Jobs Report Misses Mark, Earnings Growth Inline, Unemployment Rate Hits 3.7%

October 5, 2018October 5, 2018

Steel yourselves.

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1 Comment on Jobs Report Misses Mark, Earnings Growth Inline, Unemployment Rate Hits 3.7%

Reflation Madness! Treasury Selloff Turns Unruly As U.S. Economy Is Screeching Tea Kettle

October 3, 2018

Boy, we’re really in the heat of things now. 

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Nomura’s McElligott: ‘Market’s Skepticism On Higher Inflation Is A Mispriced Risk’

October 3, 2018

“This could further escalate the rates selloff in unruly fashion”.

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Now Hiring: Full Week Ahead Preview

September 30, 2018

Another week, another litmus test…

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Inflation Cools Off, Pushing Real Wage Growth Back Into Positive Territory

September 13, 2018September 13, 2018

This could help allay some fears.

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Dodging Bullets: Full Week Ahead Preview

September 9, 2018October 17, 2021

Around the world in 2,100 words.

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3 Comments on Dodging Bullets: Full Week Ahead Preview

Cheshire Cat’s Smile Redux: ‘Not Exactly A Party Cocktail’

September 7, 2018September 7, 2018

And see, that’s where the problem comes in.

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Core Inflation Rises At Fastest Pace Since 2008, Setting Fed On Collision Course With Trump

August 10, 2018August 10, 2018

What could go wrong with this setup?

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Dog Days: Full Week Ahead Preview

August 5, 2018August 7, 2018

Trade, Japan, Turkey, rubles and so much more.

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‘That Sounds Like A Punt’: Marketplace Host Presses Jerome Powell For Answers On Trade War

July 12, 2018July 12, 2018

“I’m going to poke you in the eye a little bit”.

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Inflation Hits New Six-Year High, Despite Marginally Missing Estimates

July 12, 2018July 12, 2018

In search of “Goldilocks”.

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‘Chart Of The Century’ Hints At Potential Dire Outcome Of Prolonged Global Trade War

July 10, 2018

“…fewer choices, potentially less quality, less productivity and higher prices if we reverse globalization.”

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