“They’re closer to cutting rates than we think”.
Category: Markets
Tariff Rollbacks Imminent, China Says. US Confirms
It would be the first time the Trump administration has removed duties since the beginning of the trade war.
Happy Times And ‘Manna From The Printing Press Heaven’
“The wealth effect on global plutonomists will be massive”.
‘A Weak Start To Q4’: JPMorgan Global PMI Prints Lowest Since February 2016, Employment Dives Into Contraction
“…the pace of job losses at manufacturers was the joint-fastest for over a decade”.
Armageddon Scenarios, Willful Ignorance And ‘Bond Risk Everywhere’
What could go wrong?
Reflation Narrative Gets Another Boost As ISM Non-Manufacturing Rebounds From Trump-Era Low
All told, the headline beat will likely be enough to bolster the rosy economic story.
As ‘Tantrum’ Risk Comes Calling, Nomura’s McElligott Flags CTA Bond Selling As Legacy Long Unwound
Trade optimism is running rampant and crowded positioning looks set to unwind.
Who Needs An Economy When You’ve Got Stocks? Markets On Fire In Two Recession-Hit Locales
Two recession-ravaged economies are enjoying large rallies in domestic equities.
China Cuts MLF Rate In Nod To Sagging Economy
With officials still reluctant to countenance broad-based, “kitchen sink†stimulus, some worry stagflation is imminent.
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”.
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