“We’re not concerned.”
Category: Markets
Not-So-Lonesome Doves.
If there was a message to be heard, it was received loud and clear.
‘We Think It’s Going To Get Worse’: Another Bank Throws In Towel, Calls For Fed Cuts, Slashes Growth Outlook
“We are once again forced to chop our forecasts”.
‘Tariff Man’ Braces For Veto-Proof Kryptonite As Republicans Balk At Mexico Gamble
“Oh I don’t think they will do that.”
Rate Cut Mania Leaves Central Banks Struggling To ‘Out-Dove’ Market Demands
Jerome Powell isn’t the only central banker who’s under pressure to “out-dove” a “doved-up” market.Â
China Says Citizens Who Don’t Want To Be Shot And Robbed Should Avoid Traveling To America
“In case of emergency”.
(Anti)Trust Me.
Bad timing.
As Bullard Tips Rate Cut, Here Are A Couple Of Simple ‘Catch Down’ Charts
We’re now witnessing a veritable mania in Fed cut speculation.
‘The Main Story Here’
“On Friday, I was convinced that we were all going to be trading MXN vol for some time. Wrong.”
Nomura’s McElligott Warns On Stagflation, Says Fed May Stumble Into ‘De Facto Hike’
“The risk is that this inability for the Fed to keep pace with market pricing could create a de facto ‘hike’.”
FedEx Nailed By UBS Price Target Cut Following China Probe
This just “adds to the current backdrop of weak international airfreight activity.”
Students, Researchers Are Latest Victim Of Trade War As China Warns Against US Crackdown
“Strengthen your risk assessment.”
Trump Was Thiiiis Close To Slapping Tariffs On Australia Last Week, Had To Be Restrained By Pentagon
“The Australian situation.”
You Could Scarcely Conjure A More Dramatic Setup: Full Week Ahead Preview
If you’re not excited, well, get excited.
China Appeals To US Voters In White Paper: “Trump’s Trade War Has Not ‘Made America Great Again'”
“China will act rationally in the interests of the Chinese people, the American people, and all other peoples around the world.”
‘I Want To Do This’: How Kushner And Lighthizer Failed To Stop Trump’s ‘Beautiful’ Mexico Tariffs
“The word TARIFF is a beautiful word indeed!”
While You Were Distracted With Mexico And China, Trump Started Another Trade War On Friday
“I have determined that India has not assured the US that it will provide reasonable access to its markets.”
‘Clearly, Trump’s Stock Market Pain Threshold Has Yet To Be Reached’
“Figuring out his pain threshold is a challenge.”
Congratulations FedEx! You Will Now Join ‘Great Patriot Farmers’ On The Frontlines Of The Trade War
“The investigation into FedEx will be a warning to other foreign companies.”
‘The Last Thing We Need’
All in all, it was a fittingly sour end to the second-worst May for US equities since the 1960s.
Two Major Banks See Fed Rate Cuts By September – If Not Sooner
It’s getting serious now.
Out Of The Way Bob Lighthizer, Stephen Miller Will Take It From Here
It’s not clear what’s more disconcerting in this scenario.
Mexican Standoff.
It would be supremely ironic is “Tariff Man”‘s Waterloo turns out to be duties related to illegal immigration.
‘Marking To Misery’ Bond Rally Goes Mental, As Bund Yields Touch Record Low
Where’s the bottom for yields?
America The ‘Unreliable Entity’ Prompts China To Establish Corporate Blacklist, Rare Earths Plan Said Ready
Witness the spiraling nature of conflict.
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