With officials still reluctant to countenance broad-based, “kitchen sink†stimulus, some worry stagflation is imminent.
Category: Markets
Market In ‘Sweet Spot’ As Trump Said To Consider Removing Some Tariffs Just As Stocks Hit Highs
It’s all going right, just two months on from a growth scare that sent yields to doomsday lows.
As Stocks ‘Dance’ To Records, Nomura’s Charlie McElligott Looks Ahead
“Short-term ‘contrarian’ positioning signals be damned”.
Chasing Your Own Tail And ‘Zombies At Dawn’
Price discovery lives – even as zombies make a comeback.
‘Bah! Humbug!’ Not Everyone Is Taking A Glass Half-Full Approach To Markets This Week
“Americans are naturally upbeat people.”
Goldman Declares ‘Tariffs Have Peaked’ As Trade Optimism Runs Wild
“Managing differences on the basis of equality and mutual respect”.
Economy Now More Important Than Ever For Trump As Impeachment Probe Goes Public
“Good” is a relative term.
Here’s Who Will (And Won’t) Be Buying US Debt In 2020
Hint: The Fed is the largest source of demand.
The ‘Music Of The Credit Cycle’ Will Keep Playing – Until It Stops
The point of no return…
‘Tipping Points’, Payrolls And A ‘Stalling’ US Economy
What if he doesn’t even run?
WTO Says China Fully Justified In Giving U.S. A $3.6 Billion Slap In The Face
“We always get f***ed by them”.
All Kinds Of Progress Being Made Towards Meaningless ‘Phase One’ Non-Deal, US, China Jointly Declare
The two sides “are in the process of resolving outstanding issues”.
October Jobs Report Beats Handily, Revisions Add 95k To September, August
And so, the labor market hangs tough, it would appear.
Somebody Is ‘Wrong’. Is It Consumers Or CEOs?
And so, we’re left with another “jaws” scenario.
‘Look, This Isn’t A Surprise To Anyone’: Nomura’s McElligott Weighs In On Latest US-China Trade ‘Scoop’. Also Comments On Fed
“Many believe Trump will keep at least one more ‘negative trade surprise’ in his pocket”.
More Slippage In The MAGA Economy As Consumer Spending Sputters
Slowly, but surely, the US economy is decelerating.
China’s October PMI Data Disappoints, Underscoring Intractability Of Global Growth Slump
No “green shoots” for you.
‘Is This It?’ Jerome Powell Signals Fed On Hold Until Something (Else) Crazy Happens
“The current stance of monetary policy is likely to remain appropriate”.
Fed Takes Out More ‘Insurance’, Cuts Rates For Third Time, Drops ‘Act As Appropriate’ Language
“Act as appropriate” is gone.
‘Greatest Economy In US History’ Grows At Second-Slowest Pace In 15 Quarters
Thank God for the consumer.
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