The point of no return…
Category: Markets
‘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”.
More Slippage In The MAGA Economy As Consumer Spending Sputters
Slowly, but surely, the US economy is decelerating.
China’s October PMI Data Disappoints, Underscoring Intractability Of Global Growth Slump
No “green shoots” for you.
‘Is This It?’ Jerome Powell Signals Fed On Hold Until Something (Else) Crazy Happens
“The current stance of monetary policy is likely to remain appropriate”.
Fed Takes Out More ‘Insurance’, Cuts Rates For Third Time, Drops ‘Act As Appropriate’ Language
“Act as appropriate” is gone.
‘Greatest Economy In US History’ Grows At Second-Slowest Pace In 15 Quarters
Thank God for the consumer.
Deutsche Bank’s Third Quarter Results Are… Well, About What You’d Expect If You’re Being Honest
“”I want to thank our employees for their strong performance”.
Steve Mnuchin Wants All Of The Smoke From Elizabeth Warren In Repo Debate
“Have we gone too far?”
Nomura’s McElligott Flags Potential For Major Inflection Away From Legacy CTA Bond Long
“This would drive mechanical selling flows from what has been one of the largest ‘gross $ exposure’ positions in the model all year”.
What Liz Warren’s Tax Policies Would Really Mean For Stocks And The Economy (According To An Actual Analyst)
Hint: It’s a bit more nuanced than some high-profile hedge fund luminaries would have you believe.
Saudi Aramco Made 3 Times More Money In 9 Months Than Exxon Made All Of Last Year
Shares will begin trading on the Tadawul December 11.
Too Far Too Fast? Goldman Wonders If The Risk Rotation Can Last
A sustained rotation requires an improvement in the data, the bank warns.
Marko Kolanovic Again Warns Of Potential ‘Crash’ In Low Volatility Stocks, Flags Massive CTA Commodity Short
“Low volatility crowding turned the conventional economics upside down”.
No Escape From ‘Flattening Vortex’ As Long As ‘Resistance To Redistributive Forces’ Persists, Deutsche’s Kocic Warns
“The resistance against radical redistribution of wealth has been remarkably robust and resilient”.
Trump Catapults S&P To Record High With Trade Remarks
“Probably a lot ahead of schedule”.
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