With the world – and Donald Trump – watching…
Category: Markets
US-China Talks Fizzle Out As Economic Cold War Shows No Signs Of Thawing
According Xinhua, the two sides will hold the next round of talks in September.
Goldman Lifts S&P Price Target, Sees 3,400 In 2020, Slashes EPS Outlook
There’s good news and there’s bad news.
3 US-China Trade Scenarios As Talks Restart Amid ‘Somber Outlook’
Curb your enthusiasm.
Watch Janet Yellen Explain Why She Would Cut Rates, And What Her Interview With Trump Was Like
“I guess, I expressed some skepticism”…
Dances With Doves: Full Week Ahead Preview
Trial by fire.
What To Expect From The Fed At The July Meeting And Press Conference
The wait is almost over.
‘Living In A Very Strange World’
“Negative credit could soon be the norm”.
Corporate Cash Balances Are Hemorrhaging The Most In 40 Years
There’s good news and there’s bad news.Â
Nomura’s McElligott: ‘Goldilocks’ ECB Sets Up ‘Smooth Fed Meeting’ That ‘Keeps The Dream Alive’
“Any sort of ECB ultra-dovish ‘shock’ yesterday would have put considerable pressure on the Fed”.
CNBC’s Sara Eisen Asks Larry Kudlow If The Real ‘Miracle’ Is That Trump Hasn’t Crashed The Economy
“You call it reform, but we saw it show up”.
The VIX Is Very Low To Be This Close To A Historic Fed Meeting
Cheap options for “plain English”.
The Most Dramatic Pivot Since The Crisis
“…counting the impacts of the QE-unwind since 2014, the degree of tightening has been severe”.
Will It Be Enough?
We need to reflate with more “vigor”.
David Vs. Goliath: Einhorn Takes On The US Corporate Debt Bubble
“Good luck, we’re all counting on you”.
Turkey’s Recently Decapitated Central Bank Gives Erdogan Massive Rate Cut
Markets were on edge headed into today’s CBT meeting.
Markets Have Moved From ‘Central Bank Put’ To ‘Mini-Goldilocks’. Now, The Risk Of Another Regime Shift Is Rising
Even in a benign situation, a rotation could catch lopsided positioning woefully offsides.
‘This Could Trigger An Actual Recession’: Folks Are Getting Worried About Germany
“…at this point though, the manufacturing slowdown in the EZ is so real that it risks dragging Services with it”.
‘From Bad To Worse’: Yields Plunge To Record Lows As German Manufacturing Falls Off A Cliff
This “raises the risk of the euro area’s largest member state entering a mild technical recession”.
(Anti)Trust Me – Again
The bottom line is the same as it was last month
Nomura’s McElligott Returns, Talks ‘The Halcyon Cross-Asset Short Vol Trading Environment’
The market zeitgeist is largely unchanged.
UBS CEO Very Worried About Asset Bubbles, Says ‘Cutting Rates To Infinity’ Not Great For You (Or Him)
“I hope the US won’t follow that”.
Boris Johnson And Other Fun Tuesday Notables
BoJo takes over and other notables from across the globe.
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