Don’t call it a “return”.
Category: Markets
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.
15th Percentile S&P Futures Liquidity Is Potential Land Mine In Selloff
A familiar refrain.
Saudi Arabia Goes Hunting For ‘Free Money’ In Europe
Because why not?
As Trade Euphoria Fades, Markets Return To Parsing Central Bank Guidance
Tasseography Tuesday!
‘The Biggest Risk Going Forward Is The Perverse Fed-Tariff Feedback Loop’, One Bank Warns
“They could create an ever-escalating trade war”.
Push Your Chips.
Art of the walk-back.
Nomura’s McElligott: Early Summer Melt-Up ‘Most Likely Scenario’ Despite ‘Spectacular’ Global PMI Destruction
The same old “force-in” narrative underpins the bull thesis.Â
Mainland Surge.
Monday’s knee-jerk euphoria comes with all the usual caveats.Â
Risk-On, But For How Long? The Data Is Dour
Ultimately, the data continues to come in soft.
A Global Affair: Full Week Ahead Preview
Everything is in play.
Trump On Stocks: ‘People Want This Thinking’ (Points To Own Brain)
“It’s unbelievable the sort of twilight zone that we’re living in”.
Winners, Losers And The Future Of The Trade War Post-G20
“…any deal, if any, will likely be weaker than the 150-page ‘grand deal’”.
‘He’s Rolling In A Trojan Horse’: Trump’s Huawei Relent Draws Jeers From Schumer, Rubio, Kyle Bass
“Trump might be rolling it into our gates”.
Putin, MBS Agree To Extend Oil Output Cuts, Making OPEC+ Meeting A Formality
And so, that’s that, it would seem.
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