A double dose of market-friendly news, as stimulus bets, yuan defense bolster sentiment.
Category: Markets
Whistling Past The Graveyard
“Look, from my standpoint”…
‘The Sky Isn’t Falling (Yet)’, One Bank Says, While Calling For Rate Cuts
“POTUS actually does believe that tariffs result in a net positive.”
Goldman: Fed Won’t Cut Rates This Year, This Is ‘No Time To Panic’
“Although it is a close call”…
Mexico Confirms Trump Lied About Farm Purchases – There Is No Such Deal
Art of the no deal.
Trump Calls Fed ‘Destructive’, Implies He Should Be In Charge Of Central Bank – CNBC Doesn’t Push Back
“Don’t forget that in China, the head of the central bank is President Xi”
Pavlovian Response.
…even as most folks seem wary of the nascent bounce off the May swoon.
Powell Fed Faces ‘Political Event Horizon’ – And Crossing It May Mean No Way Back
It hasn’t always been easy being Jerome Powell over the past year.
Cut It Out: Full Week Ahead Preview
“Risk-positive”?
7 Is Coming: China’s Yuan To Breach Key Level Within Three Months, Goldman Says
Sooner rather than later.
There Could Be ‘Complications’: China Calls Global Tech Giants In For Mafia-Style Sit-Down
Just so you understand…
Just Don’t Call It A Weak Dollar Policy
“[It’s just] another important tool in the toolkit.”
‘This Is Driven By The Mood Swings Of A Single Man’: One Bank Marvels At ‘Total, Trumpian Uncertainty’
“Trumpian uncertainty is total uncertainty.”
Goldman Interviews Michael Pillsbury, The China Hawk Who Captivated Trump’s ‘Very, Very Large Brain’
“If I was President’s Trump campaign manager”…
One Strategist Feels ‘Four Years Younger Today’, As Bad News Is Made Great Again
“This is a major relapse”.
Strategy Or Dumb Luck? Nobody Knows
We may have been duped.
Italian Bonds Are On Fire
Meanwhile…
Jobs Report Misses Lowest Estimate Boosting Rate Cut Bets
This will only make the easing calls grow louder.
German Economy Gets More Bad News
Germany can’t catch a break.
A ‘Tremendous’ Yi Gang Sends Yuan Plunging To Weakest Since November
“We have plenty of room in interest rates.”
Pence Throws Cold Water On Mexico Talks, Says Tariff Man Still Running On Schedule
“Our position has not changed.”
Just Call It A Coin Flip: 40% Chance Trump Slaps Europe With Auto Tariffs, Goldman Warns
The whole thing is now maddeningly reflexive.
Draghi Leaves The Bazooka In The Box
Consider this underwhelming.
China’s ‘Nasdaq’ Dives Into Bear Market As Beijing Prods Local Governments To Unleash Stimulus
We’re gonna need more stimulus.
First Day Of Mexico Talks Ends With No Deal As Trump Says Proposals ‘Not Nearly Enough!’
Mexico tried, and failed.
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