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Category: Markets

Ceasefire 2.0: Trade Talks ‘Right Back On Track’ After Trump, Xi Have ‘Excellent’ G20 Meeting

June 29, 2019June 29, 2019

“As good as it was going to be”.

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3 Comments on Ceasefire 2.0: Trade Talks ‘Right Back On Track’ After Trump, Xi Have ‘Excellent’ G20 Meeting

Good Luck ‘Keeping Your Head Above Water’: Almost Nothing Yields More Than 1% Across The Pond

June 28, 2019

To speak frankly. 

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3 Comments on Good Luck ‘Keeping Your Head Above Water’: Almost Nothing Yields More Than 13 Across The Pond

Make PMIs Contractionary Again!

June 28, 2019June 28, 2019

As ever, the perverse silver lining is…

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1 Comment on Make PMIs Contractionary Again!

After Scorching First Half, Nobody Knows What Comes Next For Markets

June 27, 2019June 28, 2019

“What gives?”

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1 Comment on After Scorching First Half, Nobody Knows What Comes Next For Markets

As Trump Said Unlikely To Lift Huawei Ban, Kudlow Cries ‘Fake News, Just For The Heck Of It’ – Or Something

June 27, 2019June 27, 2019

“Look, let’s see what happens”.

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3 Comments on As Trump Said Unlikely To Lift Huawei Ban, Kudlow Cries ‘Fake News, Just For The Heck Of It’ – Or Something

Albert Edwards: ‘By Hook Or By Crook, Jerome Powell Will Be Out’ If There’s A Recession

June 27, 2019

“If this is what President Trump is like now, imagine if I am right”…

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6 Comments on Albert Edwards: ‘By Hook Or By Crook, Jerome Powell Will Be Out’ If There’s A Recession

Stocks In Vietnam Slide Most In Three Months After Trump Calls Country ‘Single Worst Abuser Of Everybody’

June 27, 2019

The Vietnam question.

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1 Comment on Stocks In Vietnam Slide Most In Three Months After Trump Calls Country ‘Single Worst Abuser Of Everybody’

China To Demand Lifting Of Huawei Ban As Precondition For Trade Truce

June 27, 2019June 27, 2019

A set of terms.

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3 Comments on China To Demand Lifting Of Huawei Ban As Precondition For Trade Truce

Market-Implied Odds Of Trade Resolution Collapsed From 80% To 7% Last Month. Here’s Where They Are Now

June 26, 2019June 27, 2019

Enjoy any truce while it lasts.

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3 Comments on Market-Implied Odds Of Trade Resolution Collapsed From 803 To 73 Last Month. Here’s Where They Are Now

Chips, Crude And Today’s ‘Pain Trade’

June 26, 2019

A few quick points.

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We’re All Albert Edwards Now: Goldman Delivers Dramatic Cuts To Bond Yield Forecasts

June 26, 2019

Marking to misery.

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How Micron Beat Trump’s Huawei Ban

June 26, 2019June 26, 2019

“Life, uh… finds a way”.

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1 Comment on How Micron Beat Trump’s Huawei Ban

Steve Mnuchin Is 100% Sure That Trade Deal Was 90% Done Before It Fell Apart

June 26, 2019June 26, 2019

Hope floats.

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2 Comments on Steve Mnuchin Is 1002 Sure That Trade Deal Was 902 Done Before It Fell Apart

Why One Bank Thinks The Probability Of A New Equity ‘Melt-Up’ Has Increased

June 25, 2019

Place your bets.

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4 Comments on Why One Bank Thinks The Probability Of A New Equity ‘Melt-Up’ Has Increased

US Sets Low Bar For Trump-Xi G20 Meeting, Official Says

June 25, 2019June 25, 2019

At least low bars are easy to clear.

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When Is A Dove Not A Dove? Bullard, Powell Tuesday Tag Team Fails To Inspire

June 25, 2019June 25, 2019

“We are human and we make mistakes”.

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4 Comments on When Is A Dove Not A Dove? Bullard, Powell Tuesday Tag Team Fails To Inspire

Visualizing The ‘Market Zeitgeist’

June 25, 2019

Eye candy for the congregation.

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Are China’s Banks Next? WaPo ‘Death Penalty’ Report Rocks Chinese Financial Shares

June 25, 2019

“The ruling means Attorney General Barr or Treasury Secretary Mnuchin can terminate the bank’s ability to process US dollar transactions”.

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1 Comment on Are China’s Banks Next? WaPo ‘Death Penalty’ Report Rocks Chinese Financial Shares

Trader: The Burden To Act Is On The Wrong People

June 24, 2019June 24, 2019

What a “shame”.

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1 Comment on Trader: The Burden To Act Is On The Wrong People

What If China Just Walks Away?

June 24, 2019June 24, 2019

“Sometimes you just have to walk away.”

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1 Comment on What If China Just Walks Away?

‘It All Makes Sense If You Look At It Right’: Full Week Ahead Preview

June 23, 2019

“You gotta, stand back from it, you know.”

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oil1 Comment on ‘It All Makes Sense If You Look At It Right’: Full Week Ahead Preview

Dueling Bull Markets And The ‘Jaws Of Doom’

June 22, 2019November 9, 2021

Does someone have to be definitively “right”? 

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1 Comment on Dueling Bull Markets And The ‘Jaws Of Doom’

‘The Economy Is Both Booming And Headed For Recession’: The Fed And Schrödinger Plates

June 22, 2019June 22, 2019

“The economy at the moment is in a superposition of two states.”

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7 Comments on ‘The Economy Is Both Booming And Headed For Recession’: The Fed And Schrödinger Plates

Either You Give Matteo Salvini €10 Billion In Tax Cuts, Or He Will Implode The Government, Ok?

June 21, 2019June 21, 2019

“I’m going to say goodbye and leave.”

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1 Comment on Either You Give Matteo Salvini €10 Billion In Tax Cuts, Or He Will Implode The Government, Ok?

Jim Bullard Explains Why The Fed Should Have Cut Rates On Wednesday

June 21, 2019June 21, 2019

This could double as a job application in case Trump is hiring for Fed chair.

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With ‘Everything’ At All-Time Highs, Is It Really ‘Too Late’ To Be A Bull?

June 20, 2019June 20, 2019

Did you miss it – again?

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5 Comments on With ‘Everything’ At All-Time Highs, Is It Really ‘Too Late’ To Be A Bull?

For Now, Record Highs. But ‘God Knows What Tomorrow Brings’

June 20, 2019June 20, 2019

…the warm, cozy feeling everyone gets from knowing the first Fed cut is just six short weeks away.

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