Some fresh color on familiar topics.
Category: Markets
Trump Makes History, Presides Over Most ‘Tremendous’ Plunge In New York Factory Gauge Ever
It’s a decline “the likes of which has not been seen before!”
Turkey Just Rolled Out Another Desperate-Sounding ‘Fix’ Ahead Of Istanbul Rerun
Expect Turkey to be back on the front burner come next week.
Why The Fed May Not Be Able To Cut Rates, According To Goldman
“President Trump and his allies”…
Stanley Fischer: If Trump Wins In 2020, Powell Is Out And The Fed Won’t Be Fully Independent
“So if there will be a recession he’ll say ‘I told you so’ and if not he’s stay quiet.”
From Washington To Sintra To Tokyo, Central Banks On The Hot Seat: Full Week Ahead Preview
To the rescue or out of ideas and ammo?
‘Patient’ Is So Passé: Full June FOMC Preview
The ultimate irony is that just six months ago…
The Fed’s New Job: Financing Rationality Deficits
Contesting exaptation.
Trump Promises Biblical Stock Market Crash If ‘Anyone But Him Takes Over’ America
Now this is a bold call.
Paul Tudor Jones May Be Right, But At The End Of The Day, We’re All ‘Clueless’
“No one is sure whether we are facing the definitive downswing.”
$690 Billion In AUM Is The Most Bullish On Treasurys Since 2009
As consumer inflation expectations crater…
Nomura’s McElligott Talks ‘Dealer Destruction’, Gold And ‘The Most Crowded Trade On The Planet’
And there’s a Nassim Taleb quote for good measure.
Dueling Investor Groups And The Risk Of A ‘Fool Me Once’ G-20
Essentially, we’re right back in the same position we were in headed into the Trump-Xi dinner in Argentina.
‘OG’ Yield Curve Whisperer’s Fourth Horseman Of Recession Rode In On Wednesday
“I consider the yield curve the last of four horsemen of the recession to rear its head”.
Albert Edwards Feels ‘An Earthquake Happening In Government Bonds’
For Albert, it’s now just a question of “how negative bond yields will go”.
Beyond The Event Horizon And Recession As The Only Circuit Breaker
“Nobody can quite figure it out.”
One Contrarian Bets Trump Is Playing A ‘Shrewd Game’. Brinksmanship Is Fraught With Risk Regardless
This is a dangerous gamble and the margin for error appears to be quite thin.
Marko Kolanovic Talks ‘The Trump Recession’, Says Market Damage From Trade War Is ‘100X The Tariffs Collected’
“Given all of this – why are we not bearish?”
As Antitrust Probes Ramp Up, Facebook, Amazon, Google Investors Should Fear These Charts
For now, most observers will likely scoff at “breakup risk”, but…
Fading Fed Cuts Just Got A Little Harder
Still cool.
Hong Kong Hijinks
One more aggravating factor.
‘Tired Of Winning’
“It’s me right now.”
Larry Kudlow’s Public Humiliation Tour Resumes
Whatever you say, Larry. Whatever you say.
‘Simultaneous Combustion’.
“A double blow”.
‘That US Corporate Cash Pile Is Being Spent’, So What About The Buybacks?
Remember, when it comes to sources of equity demand, it’s not even close…
‘The Fed Has No Clue!’, Trump Shrieks, Citing Article About European Tourism
Apparently unsatisfied with having branded the Fed “destructive”…
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