On the bright side…
Category: Markets
Intervention Imminent? Trump Cranks Up Currency War Rhetoric With New Dollar Tweets
We are now squarely in the throes of a global currency war.
With ‘Crash’ Bets Bid And Downside Risks Lingering, Nomura’s McElligott Talks Possible ‘Quiet’ Period
That said, risks come back into play starting in late August.
Albert Edwards: Maybe Trump Does Have The Upper-Hand On Xi In The Trade War
“What if – take a deep breath – the Chinese authorities are not as in control of events as investors assume”?
China’s Yuan Fixes Through 7 For First Time Since 2008, While July Trade Data Tops Estimates
Paradoxically, this could serve as something of a pressure valve.
After Wall Street’s Biggest Comeback Of 2019, All Eyes Turn To The Chinese Yuan
“Playing with fire”.
Pimco: ‘It’s No Longer Absurd To Think US Treasury Yields Could Go Negative’
“US Treasuries – which many investors view as the ultimate ‘safe haven’ apart from gold – may be no exception”.
Oil Spill! Crude Collapses A Day After Sliding Into Another Bear Market
Don’t forget that lurking in the background is an “uber-bearish” scenario.
Key Section Of Yield Curve Crashes To 2007 Low Amid Biggest 5-Day Move In 10s In 8 Years
To quote Sesame Street: “Wednesday was brought to you by the letter ‘R'”.
Bloodbath Resumes On Wall Street As Bonds Presage ‘Armageddon’
The selling wasn’t over.
The VIX Did Something Monday It’s Only Done 5 Other Times – And That’s Not Even The Punchline
A simple read: Markets are becoming more fragile all the time.
Perfect Storm: And The World’s New Worst Performing Stock Market Is…
On the bright side…
Future Fed Chair Jim Bullard Not Sure He Can Cut Rates Fast Enough To Keep Up With Trump’s Tweets
The White House wants a Fed chair who will play offense.
‘After 700+ Rate Cuts And $10 Trillion In Liquidity’, Quantitative Failure Now Tops The Worry List
This time around, Wonderland will be an even stranger place.
As PBoC Warns Of ‘Market Chaos’, Here’s What’s Next For Chinese Monetary Policy
This is one incredible juggling act.
Don’t Look Now, But Junk Bond Spreads Just Blew Out The Most In 12 Years
Well, that’s not great news.
Breaking Point Nears As Hang Seng, Topix Erase 2019 Gains Before PBoC Steps In With Strong Fix
This is why things need to stabilize in a hurry.
Volcker, Greenspan, Yellen, Bernanke Demand Fed Independence Amid White House Attacks
“We are united in our conviction”.
It’s All-Out War As Steve Mnuchin’s Treasury Designates China A Currency Manipulator
This is becoming a “sum of all fears” scenario.
China Digs In, Trump Doubles Down, And The Nasdaq Collapses
By that time, nobody could hear him…
Yield Curve Screams Recession As Trump Screams At China
Mind the 2020 implications.
Biggest Part Of US Economy Slows To Pre-Trump Levels In Bad Omen
The last vestiges of any “Trump bump” are gone.Â
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