“As good as it was going to be”.
Category: Markets
Make PMIs Contractionary Again!
As ever, the perverse silver lining is…
As Trump Said Unlikely To Lift Huawei Ban, Kudlow Cries ‘Fake News, Just For The Heck Of It’ – Or Something
“Look, let’s see what happens”.
Albert Edwards: ‘By Hook Or By Crook, Jerome Powell Will Be Out’ If There’s A Recession
“If this is what President Trump is like now, imagine if I am right”…
Market-Implied Odds Of Trade Resolution Collapsed From 80% To 7% Last Month. Here’s Where They Are Now
Enjoy any truce while it lasts.
Chips, Crude And Today’s ‘Pain Trade’
A few quick points.
How Micron Beat Trump’s Huawei Ban
“Life, uh…Â finds a way”.
US Sets Low Bar For Trump-Xi G20 Meeting, Official Says
At least low bars are easy to clear.
When Is A Dove Not A Dove? Bullard, Powell Tuesday Tag Team Fails To Inspire
“We are human and we make mistakes”.
Visualizing The ‘Market Zeitgeist’
Eye candy for the congregation.
Are China’s Banks Next? WaPo ‘Death Penalty’ Report Rocks Chinese Financial Shares
“The ruling means Attorney General Barr or Treasury Secretary Mnuchin can terminate the bank’s ability to process US dollar transactions”.
Trader: The Burden To Act Is On The Wrong People
What a “shame”.
What If China Just Walks Away?
“Sometimes you just have to walk away.”
‘It All Makes Sense If You Look At It Right’: Full Week Ahead Preview
“You gotta, stand back from it, you know.”
Dueling Bull Markets And The ‘Jaws Of Doom’
Does someone have to be definitively “right”?Â
‘The Economy Is Both Booming And Headed For Recession’: The Fed And Schrödinger Plates
“The economy at the moment is in a superposition of two states.”
Either You Give Matteo Salvini €10 Billion In Tax Cuts, Or He Will Implode The Government, Ok?
“I’m going to say goodbye and leave.â€
Jim Bullard Explains Why The Fed Should Have Cut Rates On Wednesday
This could double as a job application in case Trump is hiring for Fed chair.
With ‘Everything’ At All-Time Highs, Is It Really ‘Too Late’ To Be A Bull?
Did you miss it – again?
For Now, Record Highs. But ‘God Knows What Tomorrow Brings’
…the warm, cozy feeling everyone gets from knowing the first Fed cut is just six short weeks away.
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