One tweet away from a panic.
Category: Markets
China Wary Of ‘Phase One’ Trade Deal, Beijing Seeks More Talks ASAP: Reports
Color everyone skeptical.
$800 Billion In AUM Says It’s Too Late To Save The Global Economy
“…lasting damage has been done and policy action will too little, too late”.
The Macro Tourist Has A New Favorite Chart…
“True financial crises occur when something happens that no one believes can happen”.
$400 Billion By Next Summer: Analysts React To ‘QE-Lite’ (Which Isn’t QE)
But a “technical” matter…
‘QE Lite’ Is Here! And It Starts Next Week…
They’re going “big” right out of the gate.
In Case Markets Needed More Good News, Here’s A Goldilocks Consumer Sentiment Report
“The impeachment inquiry has not had a significant negative impact”.
Nomura’s McElligott: Hedges Are ‘Being Lit On Fire’ Amid Unwelcome ‘Blast Of Good News’
“[We] should see some entertaining price action today!”
‘QE Infinity’ Debate Took Center Stage At Rebellious September ECB Meeting, Minutes Show
“A remark was made that an open-ended announcement could give rise to”…
Markets Lost In Fog Of Trade War Amid Hopelessly Conflicting Reports
“Good and easy to win”, he said.
US Could Roll Out Currency Pact With China As Part Of Limited Trade Deal: Reports
The headline hockey continues.
Markets Shudder As ‘No Progress’ Made In Deputy-Level Trade Talks, China To Leave Washington Thursday Night
“What the f*** are you supposed to do?â€
Divided Fed Was Divided, September FOMC Minutes Show
Tasseography time.
‘El Chop-o’ And What May Be Next, According To Nomura’s Charlie McElligott
Daisy chains, knock-ons and seasonals amid the macro melee.
‘Hall Of Mirrors’ Effect Strikes Again, As Bank Cites ‘Circularity Argument’ In New Fed Forecast
The tail is wagging the dog.
‘It Really Is Going To End Very Soon’: Albert Edwards Talks CEOs, AOC And MMT
“Monetary madness like we have never seen before”.
China Aiming For Limited Trade Deal Including Billions In Farm Purchases Despite Recent Escalations: Reports
It’s hard to see how Trump would sell a limited arrangement as anything other than a campaign tactic.
It’s Not QE, Ok?! Powell Pre-Announces QE-Lite, Hopes You’re Smart Enough To Understand It
“The time is now upon us”.
Nomura’s McElligott On China’s ‘7 Deadly Sins’ And ‘Massively Skewed’ Investor Flows
“The ‘partial’ trade deal story was floated into the ether last week” to an underwhelming market “meh”.
Not ‘Fake News’: White House Plows Ahead With China Capital Flow Restrictions Discussion
The administration held another round of discussions “just hours” after Navarro’s exchange with CNBC’s Kayla Tausche.
How The President’s Trade Tweets Made Fed Cuts A Self-Fulfilling Prophecy
Wielding the tariff gun on one’s own central bank.
Trump Pulls Trigger On China’s Surveillance Industry, Blacklists Hikvision, Others
The timing leaves something to be desired.
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