“The honest answer is that I simply don’t know and that is why I was jumping up and down in my seat waving my hand.”
Category: Markets
It Only Gets Worse From Here For Steve Mnuchin…
Mnuchin in the hot seat.
Fed Minutes: Most Say Outlook, Risks Warrant Leaving Rates Unchanged For The Remainder Of 2019
And other musings from March’s dovish surprise…
Pavlov And Why One Bank Thinks This Time Is In Fact ‘Different’
The debate continues…
Stephen Moore Tells Fox We Need Rate Cuts, Requires Access To Secret Fed Data To Determine How Many
“Mr. Moore is superbly underqualified.”
Blocked Exits.
Delayed. Indefinitely.
Take A Breather.
Attribute it to whatever you like…
‘A Delicate Moment’: IMF Laments Slowest Pace Of Global Growth In A Decade
“…there are many downside risks.”
‘April Is Booming’ And Nomura’s Charlie McElligott Is ‘Excited’
…especially about the “particulars”.
‘Tariff Man’ Strikes Again – World Incredulous
“Totally unjustified” and “greatly exaggerated.”
Without Further Ado, Wall Street Weighs In On MMT, Unlikely Pop Culture Phenomenon
There’s good news and bad news. Which do you want first?
Ray Dalio Now Expected To Endure On-Air Abuse From Famous Nobody Joe Kernen
“I honestly don’t understand what it is we’re arguing about”.
Meanwhile, In Turkey…
“There is stealing from the boxes.”
What Breaks First? Full Week Ahead Preview
At this juncture, it’s probably just a matter of what “breaks” first in the “everything rally”.
Larry Kudlow: Appointing Sycophants To Fed Definitely Not A Political Maneuver
“He has every right”…
Of Dollar ‘Smiles’, Correlation Breakdowns And Other FX Notables
The dollar has flummoxed more than a few folks in 2019.
Why One Bank Thinks Investors Should ‘Fight The FOMO’
Bind yourself to the mast and resist the sirens.
Imagine A World Without Buybacks…
“Is this really what everybody wants?”
Trade-Offs.
“No one should be surprised.”
Here’s What Barclays’ Latest Global Macro Survey Reveals About The Mood Of 500 Pros
“[There are] two key signals from this quarter’s survey”…
Trump Closes The Loop, Calls On Fed To Cut Rates, Restart QE
“… you would see a rocket ship.”
Goldman: ‘In Other Words, The Easy Money Has Been Made’
“…we believe risk appetite is unlikely to turn positive”.
Trump Touts ‘Granddaddy Of Them All’ Deal With China, Is 100% Sure ‘Something Could Be Announced Maybe’
“I would think within the next four weeks, or maybe less, maybe more, whatever…”
‘NIRP Mania’ And A Record Streak Of Negative Data Surprises
More bond markets “gone mad”.
‘Jamie Dimon’ And ‘Liquidity’ In The Same Headline? Yes Please!
A clickbait godsend for the financial media.
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