“Overnight” fixes were not possible.
Category: Markets
Saudi Stocks Needed Government Help To Avoid Plunge After Aramco Attack, Price Action Suggests
“The stock market has been affected”.
Nearly Half Of Saudi Oil Production Disrupted In Houthi Aramco Drone Strikes
Aramco officials convened an emergency meeting to assess the situation.
Global Currency Wars – In The Trenches
Hunker down.
How Draghi’s ‘QE Infinity’ Actually Paves The Way For Fiscal Policy To ‘Take Over’
“An important stepping stone”.
It’s ‘A Sharp Bounce, Not A Trend’: Goldman Says Bond Selloff Probably Done After Rout
“Any truce in the trade war is likely to be temporary”.
‘It Never Works’: Larry Kudlow Blasts Negative Rates 48 Hours After Trump Demanded Negative Rates
“It never works and it won’t work this time either”.
Investors ‘Poorly Exposed To Positive News’: Momentum Massacre Makes Case For ‘Doom-Laden Stories’
“Bond risk in equity markets should not be overlooked”.
Consumer Expectations For Rate Cuts Highest Since GFC As Trade Worries Persist
“These expectations are likely to diminish the impact on spending from a quarter-point rate cut”.
ECB Hawks Go Hunting, Say Draghi May Have Made ‘A Mistake’ With New Easing
“There are increasing signs of scarcity of low-risk assets [and] distorted pricing”.
Janet Yellen: Trump’s Call For Negative Rates To Refinance America’s Debt ‘Long Rejected’
But “no one wants to be Japan”.
Christine Lagarde Inherits ‘Unprecedented’ ECB Split After QE ‘Revolt’
Dissenters in our midst.
Jeff Gundlach Is ‘On Recession Watch’, Sees 75% Chance Of Downturn Before Election
“We’re getting closer but we’re not there yet”.
If You’re Looking For Inflation, Health Insurance Costs Are Rising Faster Than Ever
Also, core prices are up and wages are rising, putting the Fed in a box.
Trump Said To Consider ‘Limited’ Trade Deal With China, White House Denies Report
Decelerating domestic economy may be kryptonite for “Tariff man”.
Draghi Sees Scope For New QE To Last ‘Quite A Long Time’ As ECB Slashes All Inflation Forecasts
“QE-Infinity” is real – with a caveat.
Trump Lashes Out At Mario Draghi Again, Says ‘Bonehead’ Powell ‘Just Sits And Sits’
“They are trying, and succeeding, in depreciating the Euro”.
ECB Cuts Rates, Restarts Open-Ended QE, Announces Tiering, Enhances Forward Guidance
Draghi comes through with multi-faceted easing package – will it be enough?
Turkey’s Captive Central Bank Delivers Another Large Rate Cut For Erdogan
It still won’t be enough for the autocrat, though.
Trump Delays Tariffs On $250 Billion In Chinese Goods Citing China’s Anniversary Celebrations
Incrementally positive – until the next escalation.
Here’s The Important Subtext Of Marko Kolanovic’s Latest Market Outlook
“Uncertainty has erased confidence built over a decade”.
‘Even Short-Lived Rotations Could Be Powerful’: Goldman Weighs In On Momentum Massacre, Factor Turmoil
“The triggers in the short run could be geopolitical”.
German Economy To Enter Recession This Quarter As Trump ‘Poisons’ Investment: IfW
“The German economy is facing one of the weakest years since the financial crisis”.
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