Rejoice…
Category: Markets
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”.
Argentina Imposes Currency Controls As End Game Beckons
And the crisis worsens.
One Bank’s Clients Complain ‘The Sheer Volume’ Of Tweets Makes It Impossible To Hold Positions
In other words, forecasting the next turn is impossible.
Nobody Knows What’s Next As Trump’s ‘Crazy Like A Fox’ Strategy Keeps Markets Guessing
…but it’s still madness.
Markets Just Witnessed The Best Month For US Government Bond Returns Since 2008 – What Now?
Congrats are in order for anyone who bet on a continuation of this year’s rally.
Trump Says September China Talks Still On, But Tariffs To Go Ahead On Sunday
He also said that when it comes to Mar-a-Lago and the hurricane, Mar-a-Lago is on its own.
What’s Behind Friday’s ‘Crazy’ Euro Collapse
Lots of things, probably.
Why Nomura’s McElligott Thinks 3,050 On The S&P Is ‘In Play’ Through Mid-September
“Gamma gravity” time.
Central Banks Need To ‘Disappoint Markets’: On Way Out Door, Nowotny Says ECB Won’t Buy Stocks
“I am of the opinion that central banks should be the decisive institution”.
For War-Weary Markets, China’s Daily Press Briefings Matter More Than ECB Hawks
“Effective communications” – from China’s Foreign Ministry and from the ECB’s Sabine Lautenschlaege.
How Christine Lagarde Will Run The ECB, In Her Own Words
“Policy normalization is premature”.
It’s Those Darn Hawks Again – Klaas Knot Makes An Unwelcome Cameo
Keeping the (non-existent) powder dry.
Ray Dalio’s Flagship Fund Wrong-Footed By Rates Bets, Falls 6%: Report
According to a source, Pure Alpha isn’t the only Bridgewater fund that’s struggling.
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