A 4.64 Trillion Yuan Tidal Wave Of Credit Growth – Let’s Discuss
Is the transmission channel “unclogged”?
Category: Markets
‘Trade Tensions Have Not Disappeared’, Goldman Warns
Curb your enthusiasm?
US, China Will Hold Do-Over Trade Talks In Washington As Einsteinian Insanity Takes Hold
“I hope you keep up the good work.”
Why One Bank Is ‘Putting The Fed On Hold’
“…we are eliminating the two hikes we had penciled in this year.”
Marko Kolanovic: ‘Calls For A 1929-Style Recession Are Now Getting Quieter’
Of V-shaped bounces and low positioning.
Larry Kudlow Opens His ‘Money Mouth’, Out Come ‘Glitches’
And lies. We also think lies.
If The Fed Was Looking For An Excuse To Stay ‘Patient’, This Disastrous Retail Sales Print Will Work!
Bad news is probably just bad news in this case.
Congrats, Germany: You Avoided A Recession
And that’s pretty much where the good news stops.
China Reports Ostensibly Decent Trade Data For January – Now Commence The Derision
This should serve its purpose while the trade talks continue.
Larry Kudlow Would Never Lie To You, So That Horrific Deficit Number Must Be Wrong
“…the deficit is coming down and it’s coming down rapidly.”
Dear Sweden: ‘Slightly Hawkish’ Doesn’t Work Right Now
Remember, “hawkish” is a highly relative term – especially in light of recent events.
Nomura’s McElligott Talks Tuesday Stock ‘Grab-In’, Volatility, QT And More
Around the cross asset universe in 1,000 words.
