And there’s a Nassim Taleb quote for good measure.
Category: Markets
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”…
China Sends Message To Yuan Bears, Sparks Stock Rally With Stimulus Nod
A double dose of market-friendly news, as stimulus bets, yuan defense bolster sentiment.
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.”
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