“We don’t have groupthink on the FOMC”.
Category: Markets
Nomura’s McElligott: ‘The Only Catalyst To Turn The Tide On Perpetually Lower Rates May Be MMT’
“From a secular perspective, the only catalyst I can see on the horizon”…
Not Goldilocks: Jobs Report Misses, Wage Growth Comes In Hot
Disappointing headline and hot wage inflation.
What To Know About China’s RRR Cut
This is likely just the beginning.
It’s America’s Turn To Inflate The Bond Bubble, Goldman Says
From here forward, the bullish bond impulse will have to come from the US.
And Now, A Brutal Bloodbath In Bonds
We were due.
Albert Edwards Reprises Famous Ice Age Thesis After ‘Cold’ Summer For Critics
“My outlandish visions can suddenly come to pass very quickly indeed”.
ADP, WSJ Deliver One-Two Punch To ‘Aggressive’ Fed Cut Narrative
Curb your enthusiasm.
Nomura’s McElligott Talks US-China Trade News, September Sequencing For Equities
“Merely ‘face time’ for markets and little more”.
‘This Is Rubbish’: Former Lehman Trader Says Stocks Living On ‘Hopes And Prayers’
The data out of Germany is still bad. And one trader isn’t optimistic.
‘Hey, Where’s My Yield?’: UBS, BNP See 10Y US Yields Tumbling To Just 1% As Growth Slows
“Our growth forecasts remain below consensus, even though consensus has come down significantly”.
Apple Has $200 Billion In Cash – But It’s Borrowing $7 Billion Anyway
A sign of the times…
Trump: ‘My Stock Market Would Be 10,000 Points Higher’ If Not For My Tariffs
“To me, this is much more important than the economy”.
Alan Greenspan: Negative Rates In The US ‘Just A Matter Of Time’
Not far-fetched – not even a little bit.
Alan Greenspan: The Fate Of The Economy In 2019 Depends On The Stock Market
“Strangely enough”…
Why A Flat Curve Ties The Fed’s Hands And May Force ‘Outer Rim’ Easing Options
Trouble with the curve.
‘Reading The News Would Suggest The US Is Already In Recession’: SocGen
One more shove and bond pricing will send a warning sign to equities…
The More Trump Tweets, The Worse Off Stocks Are, BofA Shows
“Tread cautiously”.
Trump Wanted To Double Tariffs On China, Had To Be Talked Down By ‘Multiple CEOs’
Mnuchin and Lighthizer were forced to ask CEOs to call the president and warn him about the potential impact.
‘We Are Too High’: Jim Bullard Says It’s Time To ‘Feel The Market’ With Bigly Rate Cut
“We should have a robust debate”.
MAGA Economy Dealt Another Body Blow As ISM Dives Into Contraction
We’re gonna need more insurance cuts (and more tweets).
Inflation In South Korea Just Fell To Zero
Don’t worry, because “it’s hard to say it’s a precursor of deflation”.
Long Lines And ‘That Fear Of Not Knowing’: Argentina Stares Into Abyss As Capital Controls Implemented
“I prefer to be cautious and not regret it later”.
The Real Risk For Markets: The Bond Bubble Bursts
“[A] disorderly rise of interest rates could cause Wall St deleveraging… and a Main St recession”.
Chinese Stocks Are Shrugging Off Currency Weakness. Here’s Why
“Policymakers are in control”.
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