Monetary, fiscal… whatever you’ve got.
Category: Markets
Donald’s Dollar Dilemma Deepens As Aussie Plunges Amid Global Race To The Bottom
Don’t show him a dollar chart.
Chaos In JGB Land Sparks Global Bond Rout After Margin Calls, ‘Horrific’ Auction In Japan
“Tantrum” risk comes calling.
If ‘QE-Lite’ Reignites Classic QE Trade, Fade It, Goldman Says
“Compression of risk premia is only a side effect”.
Chicago Factory Gauge Slumps In Lackluster Start To Big Data Week
A bitter appetizer.
Saudi Arabia Downgraded By Fitch, As Crown Prince Warns Of Global ‘Economic Collapse’
“There is a risk of further attacks on Saudi Arabia”.
The Funding Storm Has Passed. Now What?
It’s imperative that the Fed doesn’t somehow fumble the handoff or drop the baton.
Treasury Won’t Block Chinese Companies From Listing On US Exchanges – For Now
The other proposals mentioned in Friday’s reporting were not addressed by a spokeswoman.
Goldman Has A Simple Message On Trade Wars
“In the old days”…
A ‘Disastrous Non-Starter’: China Capital Restrictions Idea Laughed Off Stage
“The timing is terrible”.
In Extraordinary News, Trump Considers Delisting Chinese Equities, Taking Control Of Stock Index Construction
If true, it would be difficult to overstate the gravity of this news.
America’s Fear Of ‘Tariff Man’ Leaps Back To Record High In September
“Trade policies have had the greatest negative impact on consumers”.
US Data Deluge Betrays More Small Cracks In MAGA Economy
It’s not terrible. But it’s not “great” – “again” or otherwise.
In Latest Dour News, European Confidence Dives As Industrial Recession Bites
Hold your breath for fiscal stimulus.
‘The News And Data Have Clearly Worsened’, It’s ‘Time To Play Defense’, One Bank Warns
“Every major economy is seeing a full-blown industrial/manufacturing slowdown”.
Chinese Corporates To Default On 40% Of Stressed Dollar Bonds Next Year, Bloomberg Imagines
Some expect a “wave” of credit stress.
‘The Fed And ECB Are Amateurs’: Albert Edwards Says More ‘Monetary Madness’ From Japan To Intensify Global Currency War
“A whole new level of monetary debauchery”.
Former Officials Say Fed Should Buy $250 Billion In Assets Soon, Consider Change To Target Rate After Repo Chaos
“This episode indicates that the operational framework… is not as resilient as it could be”.
As Fed Upsizes Repos, Kocherlakota Says ‘Something’s Very Wrong With The Financial System’
“Basic functions” have been disrupted.
Saudi Oil Capacity Now Rapidly Recovering From Devastating Attack, Aramco IPO Suddenly Imminent
Draw your own conclusions.
‘It’s Happening Again’, Nomura’s McElligott Warns On Risk From ‘Daisy-Chained’ Crash Hedges
Dry kindling waiting for a match.
Macro Tourist: ‘I Have Abandoned My US Equity Longs, Am Leaning Short On A Trading Basis’
“Why the shift in tone? Let me sketch out.”
‘Downside Accelerants’ And Politics In Focus As US Stocks Stumble
Impeachment bluster and aggressive trade banter make for a bitter pill.
Trump’s UN Broadside Against China Risks Derailing Fragile Negotiations – Again
“Two decades later, this theory has been tested and proven completely wrong”.
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