Show me the flows.
Category: Markets
‘It’s The Private Sector, Stupid’: Trump May Have A Ricardian Equivalence Problem
One wonders if legendary “economists” Stephen Moore and Larry Kudlow anticipated this.
Wilbur Ross, Maria Bartiromo Excited About Prospect Of US, UK Teaming Up To Screw Europe On Trade
“Yeah, that’s a good point”.
Deutsche’s Kocic On 2020 Election: ‘Diametrically Opposite Views’ Will ‘Revive Uncertainty’ Around Long-Term Fed Policy
“Not only are the non-centrists shaping the narratives, but their proponents are the main contestants”.
Howard Marks, Negative Rates And The Permanent State Of Exception
Then, he realized that was precisely the point.
‘Higher Bond Yields Without Better Growth Can Quickly Become Self-Defeating’, Goldman Warns
It’s still too early for a sustained rotation within and across assets.
Fear Of Global Recession Highest, Most Consensus Ever In New BofA Survey
As far as what the most bullish catalyst for risk assets would be, it’s not even close.
Mike Pence To Deliver Long-Threatened China Speech Next Week. That’s Bad News
Here comes the “Pence doctrineâ€.
Vice Chair Clarida Delivers Friday Snoozer As Fed Looks To Coast Into October Rate Cut
Don’t tell Esther George, though.
Goldman: CEO Confidence Has ‘Plunged’, Buybacks And M&A Spending Have ‘Collapsed’
You can thank record levels of uncertainty.
China’s Economy Decelerates Further As Growth Slows To 6%, Lowest In Decades
As expected, the engine of global growth and trade continues to decelerate.
‘Black Zero’ Gotta Go: Germany Slashes 2020 Growth Outlook Amid Heinous Factory Slump
When it comes to what can save the world…
Morgan Stanley Surges Following Blockbuster FICC Performance
This looks like a standout.
Jamie Dimon Could Have Stopped The Repo Squeeze. Here’s Why He Didn’t…
“…it’s about how the regulators want to manage the system”.
Turkey Bans Short-Selling In Plunging Financials After US Brings ‘Illegal’ Charges Against Halkbank
“It was closed but they unlawfully reopened it”.
Retail Sales Post First Drop Since February In Fresh Sign That MAGA Economy Is Decelerating
But hey, it should be fine.
‘Clown’ Who Presided Over Worst December For S&P Since Great Depression Says Democrats Will Crash Economy ‘Like 1929’
“…if any of those clowns became President!”
Here’s The Kind Of Quarter Bank Of America Had…
This will probably work for folks.
Another Day, Another Sign Of ‘Japanification’ In The US Economy…
Don’t chase down the rabbit hole – it will only make things worse.
‘Good News Is Good News’ Again. Here’s What It Means For Markets, According To Goldman
“…better growth needs to take over as a driver”.
IMF Issues Quarterly Doom And Gloom Report – Cuts Growth Outlook Again
“…a much more subdued pace of global activity could well materialize”.
China Thinks Trump Needs To Lift Tariffs If He Wants Xi To Make ‘Patriot Farmers’ Solvent Again
“Massive” farm purchases are contingent, apparently.
Dimon Sets The Tone As JPMorgan Beats On NII, FICC In Solid Quarter
Fortresses doing fortress things.
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