“A remark was made that an open-ended announcement could give rise to”…
Category: Markets
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.
‘The Recessionary Message Is Getting Ever Louder’, SocGen Warns
“And there’s the problem”.
China Totally Prepared To Give Up Nothing In Exchange For Tariff Relief, Commerce Ministry Suggests
One is left to ponder a tragicomedic outcome.
‘Quick Answers Must Be Found’ As Eurozone Investor Sentiment Plunges Amid Worsening German Factory Malaise
“There is no positive reaction to central banks”.
China, Smelling Blood, Seen Taking Key Concessions Off Table Ahead Of Trade Talks
Patience is a virtue. And China has been patient.
US-China Trade Talks Resume Under Shadow Of Threats, Political Turmoil
The conditions are anything but ideal.Â
Are You Ready For The First Y/Y Decline In Corporate Earnings Ex-Energy Since 2009?
You can thank margin pressure and slowing global growth.
‘QE Infinity’, MMT And ‘Public-Private Policy Partnerships’ For A Brave New World
Exploring the future of the monetary-fiscal policy nexus.
Jerome Powell Delivers Remarks At ‘Not Stuffy’ Fed Event
“Candid and serious, yes. But not stuffy”.
Marko Kolanovic, Charlie McElligott See Scope For Market Bounce After Quant Flow-Driven Rout
“In less than 48 hours, many major markets lost ~5%”…
Jobs Report Has Goldilocks Feel, But Offers More Evidence Of Cooling Economy. All Eyes On Fed Implications
The US labor market averted a sharp slowdown in September and revisions added 38k to August’s headline.
Soaring Trade Uncertainty May Knee-Cap Central Banks In Quest To Save The Planet
As if pushing on a string weren’t futile enough…
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