The same worry, but now it’s more acute.
Category: Markets
In June Minutes, Fed Admits Expectations For Rate Cuts Main Reason Why Financial Conditions Still Supportive
“…those conditions appeared to be premised importantly on expectations that the Federal Reserve would ease policy.”
The ‘Faint Heartbeat’ Exchange: AOC Corners Powell On Phillips Curve Implications For ‘Modern’ Policymaking
“Modern policy making considerations.” With an emphasis on “modern”.
‘No Ma’am’. Powell Tells Maxine Waters He Ain’t Goin’ Anywhere
“If you got a call from the president”…
Powell Sounds Dovish Tone In Make-Or-Break Congressional Grilling
“…it appears that uncertainties around trade tensions and concerns about the strength of the global economy continue to weigh on the outlook”.
Trump Said To Be Slowly Losing Mind Over Inability To Weaken King Dollar
Get ready Steve Mnuchin, you’re about to be in charge of perpetrating an all-out currency war.
‘This Guy’s Crazy And The World’s On Fire’
That wouldn’t necessarily be hyperbole.
Rewrite The Textbooks.
If this goes on for another five years…
Sour Patch Kids.
All told, there’s not much to like this week.
‘Unsustainable Inconsistencies Could Lead To Sharp Adjustments’, One Bank Euphemistically Warns
“…this does not necessarily lead to a healthy and sustainable economy”.
Plunging Lira, Deutsche Bank News, Japan-Korea Spat Make For Inauspicious Start To Crucial Week
None of this sets a particularly upbeat tone.
Hot Seat: Full Week Ahead Preview
Don’t call it a “return”.
Keep Rick Santelli In Your Prayers. He’s ‘Really Depressed’ That Everyone Thinks Judy Shelton Is A Joke
“To invest that financial seed corn in the possibility of a greater harvest”.
Peak Cognitive Dissonance.
“Rocket ships” and such.
Friday Rates ‘Unwind’ Underscores Risk Of Macro Crowding, Nomura’s McElligott Writes
Some “proper profit-taking”.
CNN, Bloomberg, CNBC Entertain Regime Propagandists Kudlow, Navarro In Sad Friday Spectacle
There is no sense in which any of this can be taken seriously anymore.
Jobs Report Blows Past Highest Estimate, Wage Growth Still Cool, Unemployment Rate Ticks Higher
Is good news “bad” news this time?
Make Or Break?
“We think the sun is slowly setting on this cycle”.
After Slapping ‘Abuser’ Vietnam With 400% Tariffs, Trump Tells ‘Manipulators’ China, Europe He’s No Dollar Dummy
The White House worries America will “continue to be the dummies”.
For Some, A Market ‘Melt-Up’ Is Now The Base Case
The “melt-up” chatter is getting louder.Â
Epic Bond Rally Continues To Wow As German Yields Converge On ECB Depo Rate
Who’s brave enough to fade this?
She’s No Stephen Moore, And He’s No Herman Cain, But Judy Shelton And Chris Waller Will Work, Trump Reckons
“If it takes place at Mar-a-Lago that would be great”.
And So, Christine Lagarde Will Try To Fill The Big Shoes
Wish her luck, she has big shoes to fill.
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