Less “recessionary” now?
Category: Markets
An Excited Charlie McElligott Details ‘The Makings Of A March Surprise’
“The punchline then is this”…
‘Recessions Used To Be Exciting’: Deutsche’s Kocic Asks If It’s Finally Time To Own Volatility
“Recessions used to be exciting”…
If ‘It Sounds, Looks And Smells Like Debt Monetization’, It’s A Duck.
“… and most likely permanently.”
On The Edge Of Recession? A Handy Pocket Guide
A quick lay of the land, so to speak.
Janet Yellen: ‘I Doubt Trump Even Knows’ What The Fed Does
“No, I do not.”
Treasonous Business Economists See US Recession On The Horizon
Who wants to see a recession during an election year?!
Nomura’s McElligott On ‘The Reflation Window’, ‘Breathtaking’ Policy Pivots, Credit Creation ‘Binges’ And More
It’s a ‘tactical trading ‘green-light’.
In China: Euphoria
Overt silliness.
Trump ‘Pleased’ To Announce His ‘Greatest’ Trade Charade Will Go On For At Least Another Three Weeks
Donald Trump is happy to inform you that he has decided not to deliver an open-handed slap to the face of Xi Jinping
The Week The Earth Stood Still: Full Week Ahead Preview
If last week was painfully tedious at best and outright boring at worst, this week promises to break the monotony.
‘False Alarm’ Or Will An Earnings Recession Cause A ‘Real’ Recession?
Time to panic? Spoiler alert: probably not.
China, Credit Growth And Diminishing Returns
There are a couple of problems here. And then there are problems within those problems.
Phil Connors.
“This is pitiful.”
Here’s The Blooper Reel From Trump’s Predictably Absurd China Trade Press Event
“…the question is an interesting one.”
Cov-Lite Reality Check: An Update On The Leveraged Loan ‘Bubble’
Any takers on a leveraged loan story?
As Trump Meets Liu He, Let’s Talk About That ‘Stable Yuan Pledge’ Again
If you’re looking to point fingers at anyone for currency “manipulation”…
Hedge Funds Made (Kinda, Sorta) Great Again Amid 2019 Market Rally
As bad as 2018 was for nearly all investors, last year was especially trying for equity hedge funds.
Oh, Good: ‘Global Recession’ Tops Worry List In Closely-Watched Credit Survey
Don’t worry, China will save us.
Different Day, Same Set Of Hopelessly Entangled Narratives
Who can untangle this massive strand of Christmas lights?
Albert Edwards Is Worried America Is ‘Gripped By An Epidemic Of Stoned Pedestrians Stepping Into Traffic’
“…most surprising was the pungent smell of skunk that pervaded the streets almost everywhere.”
Deluge Of Unwelcome Data Virtually Screams ‘Synchronous Global Slowdown’
Oh well, there’s always services…
What Wall Street Thinks Of The January Fed Minutes
And so, an announcement in March is the base case.
Fed Minutes Detail Case For Patience, Desire To End QT, December Selloff Discussion, Inflation Outlook
“Almost all participants thought that it would be desirable to announce before too long a plan to stop reducing the Federal Reserve’s asset holdings later this year.”
One Bank Channels Mike Tyson, Says ‘Everyone’s Got A Strategy, Until They Get Punched In The Face By QT’
“…we should pay attention to this stuff.”
From Japan, A Bleak Warning
More problems.
As US Demands Yuan Stability In Trade Talks, Let’s Go Insane Again
Back to the insanity loop.
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