“The QE-trade is back in a major way.”
Category: Markets
Buy It All.
The promise of perpetual liquidity provision…
Goldman Throws In The Towel, Says Fed Cuts Coming In July, September
It was a long time coming.
It’s Almost Over For Jerome Powell: Trump Says He Has Authority To Replace Fed Chair
If the Fed doesn’t cut rates in July, Powell is out as chair.
‘It’s Just A Matter Of When’: What Wall Street Thinks Of The June FOMC
The only question for markets is “By how much?”
Powell Fed, Now Hostage To Bond Market And Donald Trump, Largely Delivers
“Further reaffirmation”.
Fed On Hold, But Out Of ‘Patience’. 8 Officials See Lower Rates In 2019
“Increased uncertainty.”
‘Man, This Is A Tough One’: Nomura’s McElligott Delivers Last Minute Fed Take
“Without a doubt, a June cut is trending higher, but not my base case”.
You’ll Never Guess What’s Behind The Bond Market’s ‘Increased Recession Fears’
The straw that broke the camel’s back.
Of Equity Bears, Bond Bulls, Tail Risks And Policy Impotence
The lay of the land as the Fed looms.
It’s Official: White House Weighed ‘Legality’ Of ‘Demoting’ Jerome Powell
If you had any lingering doubts…
Trump Loses Mind As Draghi Tips Rate Cuts, Says ‘Mario D.’ Is A Cheater
“President T.” is upset with “Mario D.”
Mario Draghi Delivers A Mini-‘Whatever It Takes’ In Sintra
Can you hear me now?
Policy Failure, Ammo Shortages And The ‘Who Pays For It?’ Problem
Some fresh color on familiar topics.
Trump Makes History, Presides Over Most ‘Tremendous’ Plunge In New York Factory Gauge Ever
It’s a decline “the likes of which has not been seen before!”
Turkey Just Rolled Out Another Desperate-Sounding ‘Fix’ Ahead Of Istanbul Rerun
Expect Turkey to be back on the front burner come next week.
Why The Fed May Not Be Able To Cut Rates, According To Goldman
“President Trump and his allies”…
Stanley Fischer: If Trump Wins In 2020, Powell Is Out And The Fed Won’t Be Fully Independent
“So if there will be a recession he’ll say ‘I told you so’ and if not he’s stay quiet.”
From Washington To Sintra To Tokyo, Central Banks On The Hot Seat: Full Week Ahead Preview
To the rescue or out of ideas and ammo?
‘Patient’ Is So Passé: Full June FOMC Preview
The ultimate irony is that just six months ago…
The Fed’s New Job: Financing Rationality Deficits
Contesting exaptation.
Trump Promises Biblical Stock Market Crash If ‘Anyone But Him Takes Over’ America
Now this is a bold call.
Paul Tudor Jones May Be Right, But At The End Of The Day, We’re All ‘Clueless’
“No one is sure whether we are facing the definitive downswing.”
$690 Billion In AUM Is The Most Bullish On Treasurys Since 2009
As consumer inflation expectations crater…
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