“There could be a broader de-leveraging across financial markets”.
Category: Markets
Barrage Of Crucial Data To Test Market Calm, Fed Message In New Week
Any plans on the part of the Fed to telegraph a pause could be derailed immediately.
A ‘Hawkish Cut’ From A ‘Derelict’ Fed? What To Expect From The October FOMC
Will it be “three and out”?
‘Stay Liquid’: Negative Microstructure Seasonality Could Be Particularly Acute In 2019
“Trading volumes and liquidity measures should exhibit strong seasonality”.
Liquidity May Be Disappearing In The Most Liquid Market On Earth
“In our view, the significant drop in rates market liquidity is not temporary”.
‘Excellent’ China Trade Call Fans Hope For Concrete Breakthrough
“So far, all systems are go on that”.
Will Trump Give Up His Leverage Over Jerome Powell To Secure A Deal With Xi?
Sealing the deal with Xi may require giving up on rate cuts in an election year.
Nobody Has Tried To Punch Albert Edwards Lately, But That Doesn’t Mean IT Stocks Won’t Crash
“…slam the whole sector and work it out later”.
Trump: Fed Must Lower ‘The Rate’ Or Be Judged ‘Derelict In Its Duties’
“Ideally, they’ll stimulate”.
Some Key Geopolitical Context As Turkey’s Captive Central Bank Delivers Another Big Rate Cut
So much winning – for one man, anyway.
Art Of The Deal: China Willing To Buy The Same Amount Of US Farm Goods They Bought In 2017. Maybe.
This is spectacularly stupid.
ECB Reiterates QE Infinity At Mario Draghi’s Final Meeting
Wave goodbye to Super Mario.
Caterpillar Results Land With A Thud, As Bellwether Cuts Outlook Amid Global ‘Uncertainty’
“There are no rays of hope”, one commentator laments.
Steve Mnuchin Has Exactly 9 Days To Tell Elizabeth Warren What Caused Repo Market Chaos
Spoiler alert: Easing regulations is not an acceptable answer when it comes to fixes.
Here’s Who Will Be Buying (And Selling) US Stocks In 2020
Show me the flows.
‘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.
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