“So, at least one?”
Category: Markets
Asset Prices Say US ‘Less Than A Month’ Away From The End Of Cycle, Model Shows
The end is nigh for the US, according to one bank.
Trump Races To Milk India For Nut, Dairy Concessions In Quest For Trade Deal With ‘Howdy Modi’
Another “limited” agreement, apparently.
‘A Whatever It Takes Signal’: Fed’s ‘Big Bazooka Of Liquidity’, Sets Up ‘QE-Lite’ In October
After a remarkable week, all eyes turn to October.
Chinese Officials Decide They Don’t Need Montana Tour, Would Rather Just Go Back Home
Something is amiss, apparently.
Fed Admits Return Of Funding Stress Likely, Announces More Repos, Term Ops
The Fed appears to be waking up to the reality of the situation.
Germany’s Sacred ‘Black Zero’ Survives Climate Plan, As Fiscal Stimulus Hopes Still Remote
Maybe an outright, broad-based downturn would be more compelling.
Eric Rosengren: Rate Cuts Risk ‘Further Inflating The Prices Of Risky Assets’
“Lowering rates to address uncertainty is not costless”.
‘Moreover, The Yield Curve Is Inverted’: Jim Bullard Explains Why He Wanted A Big League Rate Cut
“The following considerations factored into my decision”.
China Cuts One-Year Loan Prime Rate, But Holds Fire On Repo Rates
Curb your enthusiasm.
Fed Risks Stop Outs, ‘Disorderly Unwinds’ In Slow Response To Funding Squeeze, One Bank Warns
Some analysts and market participants are not amused.
Xi’s Media Man, Trump’s China Muse Frustrate Markets With Aggressive Trade Banter
“The tariffs could go to 50% or 100%”.
Fate Of The Universe Now Hinges On Germany, $683 Billion In AUM Says
Loosen the damn purse strings.
OECD Calls For ‘Urgent’ Action As Growth Outlook Slashed To Weakest Since Crisis
The trade war is “jeopardizing our economic future”.
This ‘QE’ Is Different: Fed Balance Sheet Expansion Is Coming, But Nuance May Get Lost, McElligott Says
“Instead, the balance sheet discussion is suddenly a ‘NOW’ thing”.
Watch: Trump Tells Fox Jay Powell’s Job Is ‘Yeah, Safe. Sure, Why Not?’
“I mean, he’s got a job”.
Fed’s ‘Band-Aid’ Approach To Repo Chaos Opens Door To More Volatility, But Fear Likely Overblown
“What we have seen this week is not a crisis but a symptom that we have reentered an old regime”.
The Macro Tourist: Inflation Is ‘The Best Long-Term Macro Risk Reward Trade Out There’…
“Contrary to the debt-will-overwhelm-us crowd”…
‘Terrible Communicator’ Powell Inexplicably Coy On Funding Squeeze As Trump Laments Another Fed ‘Fail’
“No ‘guts’, no sense, no vision!”
Fed Cuts Rates In 7-3 Decision, IOER Tweaked, Committee Divided On Future Easing
Suffice to say the Fed is operating under duress – and on multiple fronts.
Charlie McElligott Talks QE ‘Muscle Memory’ And ‘The Trillion-Dollar Question’ For FOMC Meeting
“The TRILLION DOLLAR QUESTION today is this”…
Nomura: Fed ‘Likely’ To Announce ‘QE-Lite’ On Wednesday
Don’t forget the nuance, though.
Here’s How The Oil Market Would Deal With Another Massive Saudi Outage
“The threat of sidelining nearly 6% of global oil production is no longer a hypothetical”.
Jeff Gundlach’s ‘QE-Lite’ Call, And Why The Fed May Announce Outright Asset Purchases On Wednesday
“They are baby-stepping their way to doing QE”.
Rates As ‘Patient Zero’ And The Fate Of September’s ‘Rotation Flirtation’
The situation is “fluid”.
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