Then again, it’s going great for Austria.
Category: Markets
‘We Have Not Been Bullish Enough’: Misery, Redux
“We have been consistently surprised negatively”.
Trump Held Panicked Conference Call With Jamie Dimon, Others During 800-Point Dow Plunge
Who’s the “nervous mess” now?
China Moves Ahead With Key Interest Rate Reform In Push To Lower Borrowing Costs
One small step for the PBoC, one giant leap for everyone else’s sanity.Â
Trade War Puts Deere In Headlights
“Our results reflected the high degree of uncertainty”.
Now Is Not The Time To Lean Into The Illiquidity Premium In Credit, One Bank Warns
There’s always ETFs, though, right?
‘Uh, I Don’t Think So’: Bullard Fails Fed Chair Audition, Tells Fox Fed Won’t Convene ‘Emergency Session’
“A couple of weeks one way or another probably doesn’t matter”.
‘It Is What It Is’: Senior Officials Tell CNBC Trump, Navarro Only Ones Blaming Fed For Volatility
“The president is not expected to relent”, Tausche dryly notes.
Unstoppable Bond Rally Powers Forward As Yields Hit New Lows In US, Germany
The “policy impotence” trade is here.
Conflicting China Trade Comments Whipsaw Nervous Markets
“The US side’s move seriously violated the consensus between the heads of state”.
No More Saving For A Rainy Day, China ‘Has To Resume Headline Easing Soon’, SocGen Warns
“Targeted measures are clearly insufficient to stabilize even credit growth, never mind the real economy”.
#TrumpRecession, CRAZY INVERTED YIELD CURVE!
“We will Win”!
‘Next To Nothing’: China Launches ‘Unprecedented’ Crack-Down On Gold Imports
“…an easy way to curtail outflows”.
‘3D Chess’ Tariff Strategy Looks Suspiciously Like Chaos To Stocks, Bonds, Fed
Investors and policymakers are increasingly wary of the White House’s “crazy like a fox” tariff tactics.
After Wednesday’s Doomsday Inversions, What’s Next For The Yield Curve?
Crystal ball gazing via a trio of possible scenarios.
US, UK Curves Invert, 30-Year Treasury Yield Hits Record Low Amid Growth Panic
The bad vibes are proliferating.
‘Sick Man’ Germany Stumbles To Second Contraction In Four Quarters – Recession Looms
“The impact of weaker growth on the labor market is becoming more visible”.
China Data Deluge Misses Badly As Industrial Output Crashes To Lowest Since 2002
Misses pretty much across the board.
Closely-Watched Fund Manager Survey Is All Bonds, Tariffs And Recession Risk In August
“[The] onus is on the Fed, ECB and PBoC to restore animal spirits”.
As Manic Market Moves Metastasize, Mind The Liquidity Drought
A recipe for “fun”.Â
Jay ‘Behind-The-Curve’ Powell, And Why The Fed May Have To Start ‘Outright QE’
For the embattled Fed chair, no rest for the weary.
Nomura’s McElligott Explains What Tariff News ‘Very Clearly’ Means For US Stocks
“…this re-pricing lower in the VIX complex should drive powerful second-order impacts”.
US, China Engineer Massive Yuan Rally, Stock Surge, But Fed Outlook Still Cloudy
The cross-asset reaction to the latest tariff news was quite dramatic.
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