Needless to say, this isn’t the best news for some folks.
Category: Markets
Turkish Lira Warily Eyes US Sanctions Threat, Erdogan Rate Cut Promises
“We’re looking at that”.
Dear AT&T, Paul Singer Is Coming And Donald Trump Is Tweeting – Enjoy!
But hey, at least the shares are up.
Nomura’s McElligott Talks The ‘Pain Trade’ And What More Bearish Rates Action Would Mean For Equities
“…the current consensus / ‘Momentum’ positioning construct is a pure reflection of the ‘Duration Trade'”.
‘Less Growth, More Inflation’: Goldman Sees Stagflationary Trend For Trump’s Economy
“The tariffs are about to show up more clearly”.
Behold! JPMorgan Unveils The ‘Volfefe’ Index
“Trade talk, political campaigning and tweets have contributed to volatility, from China to Fed policy
Expect More Late-Night Tweets, Because China Will Be Cutting Another Key Rate Soon
Friday’s RRR cut presages more easing – it’s just a question of timing.
Traders To Ponder Bonds, Key Data In New Week As ‘This Guy Jerome’ Goes Quiet
Although Europe will make headlines, there’s plenty to focus on in the US.
As ‘Super Mario’ Steps Up To Bat, ‘Markets Are Vulnerable To A Correction’
Let’s see if he has one more rabbit in the hat.
China’s Export Machine Slams Into Reverse In August Amid New Trade Threats
We’re going to need more easing.
Khalid Al-Falih Ousted As Saudi Energy Minister – MBS Half-Brother Will Take It From Here
This was his third demotion in two weeks.
US Bond Yields Will Keep Falling Unless One Of These 3 ‘Disruptors’ Comes Calling
This should sound familiar.
On One Read, Stocks And Credit May Be Perilously Disconnected From Economic Reality
The glass-half-empty take.
Powell Delivers Acceptable Performance In Zurich: Highlights
“We don’t have groupthink on the FOMC”.
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”.
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