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Category: Markets

Plunging Stocks, Surging Yen And South Korea Fight Make For Tough Day In Japan

August 2, 2019

What’s not to “like”?

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China Says Won’t Be ‘Blackmailed’ By US As Mainland Shares Post Worst Week Since Last Tariff Escalation

August 2, 2019August 2, 2019

“We won’t accept any maximum pressure, threat, or blackmailing”.

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Entire German Curve Goes Negative As Bond Yields Plunge On New Tariff Threat

August 2, 2019August 2, 2019

Bonds hardly needed another excuse to rally. 

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‘It’s A Very Dangerous Situation’: Rick Santelli And Judy Shelton Are Worried Sick About Our Crazy World

August 1, 2019August 1, 2019

“The effect is like tasing an inert body”.

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‘He Tweeted With Everyone Still In The Oval’: Trump’s New Tariffs And What They May Mean For GDP

August 1, 2019August 2, 2019

The president clearly believes his luck will never run out.

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6 Comments on ‘He Tweeted With Everyone Still In The Oval’: Trump’s New Tariffs And What They May Mean For GDP

‘I’m Goin’ Long Tinfoil Hats’: Trump Tariff Broadside Triggers Massive Bond Rally

August 1, 2019August 1, 2019

“It sure looks like someone knew this was coming”.

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As ‘Large Local Risk’ Realized, Fed May Be Forced To Finance Political ‘Rationality Deficit’

August 1, 2019August 1, 2019

“In the absence of conviction about the existence of political circuit breakers”…

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3 Comments on As ‘Large Local Risk’ Realized, Fed May Be Forced To Finance Political ‘Rationality Deficit’

‘Tariff Man’ Returns: Trump Announces New China Tariffs, Stocks Crash

August 1, 2019August 1, 2019

Everyone knew it was coming. 

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‘A Sea Of Red’: Manufacturing Malaise Says World’s Ablaze

August 1, 2019August 1, 2019

“A sea of red, with all lights warning”.

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Goldman: The Fed Probably Thinks That Was A ‘Successful Meeting’

August 1, 2019

You could conceivably argue that Wednesday’s mini-tantrum was worth it.

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1 Comment on Goldman: The Fed Probably Thinks That Was A ‘Successful Meeting’

‘Rip-Roaring’ Dollar Rally Threatens Economic, Disinflationary And Political Headwinds

August 1, 2019August 1, 2019

This was the risk.

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‘As Usual, Powell Let Us Down’: Trump Verbally Abuses Beleaguered Fed Chair After Bungled Press Conference

July 31, 2019August 1, 2019

Just a matter of time.

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Nomura’s McElligott On What Can Go Wrong If The Fed Keeps Guiding Expectations Lower

July 31, 2019July 31, 2019

“From the perspective of a ‘give ‘em an inch, they take a mile'”…

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Jerome Powell Turns In Disastrous Performance As ‘Plain English’ Goes Awry Yet Again

July 31, 2019July 31, 2019

“That’s where I’ll leave you for that”.

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10 Comments on Jerome Powell Turns In Disastrous Performance As ‘Plain English’ Goes Awry Yet Again

Fed Cuts Rates For First Time Since 2008. George, Rosengren Dissent

July 31, 2019July 31, 2019

With the world – and Donald Trump – watching…

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If We Don’t Reelect Trump, The Economy Will Fall Into A Depressionary ‘Sinkhole’ Unseen In Human History, Says Trump

July 31, 2019October 11, 2021

“Miracles”.

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US-China Talks Fizzle Out As Economic Cold War Shows No Signs Of Thawing

July 31, 2019July 31, 2019

According Xinhua, the two sides will hold the next round of talks in September.

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Goldman Lifts S&P Price Target, Sees 3,400 In 2020, Slashes EPS Outlook

July 30, 2019July 30, 2019

There’s good news and there’s bad news.

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2 Comments on Goldman Lifts S&P Price Target, Sees 3,400 In 2020, Slashes EPS Outlook

3 US-China Trade Scenarios As Talks Restart Amid ‘Somber Outlook’

July 29, 2019

Curb your enthusiasm.

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They’ll ‘Probably Do Very Little’: A Disgusted Trump Delivers His July FOMC Preview

July 29, 2019July 29, 2019

“Too bad!”

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Watch Janet Yellen Explain Why She Would Cut Rates, And What Her Interview With Trump Was Like

July 29, 2019July 29, 2019

“I guess, I expressed some skepticism”…

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Dances With Doves: Full Week Ahead Preview

July 28, 2019July 29, 2019

Trial by fire.

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What To Expect From The Fed At The July Meeting And Press Conference

July 28, 2019July 28, 2019

The wait is almost over.

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‘Living In A Very Strange World’

July 27, 2019November 14, 2021

“Negative credit could soon be the norm”.

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Corporate Cash Balances Are Hemorrhaging The Most In 40 Years

July 27, 2019July 27, 2019

There’s good news and there’s bad news. 

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Nomura’s McElligott: ‘Goldilocks’ ECB Sets Up ‘Smooth Fed Meeting’ That ‘Keeps The Dream Alive’

July 26, 2019

“Any sort of ECB ultra-dovish ‘shock’ yesterday would have put considerable pressure on the Fed”.

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CNBC’s Sara Eisen Asks Larry Kudlow If The Real ‘Miracle’ Is That Trump Hasn’t Crashed The Economy

July 26, 2019

“You call it reform, but we saw it show up”.

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