“Hello Dave”.
Category: Markets
Donald Trump’s ‘Very Large Brain’ Has ‘Very Long’ Phone Chat With Very Nice Chinese Man
Trade was capitalized, despite not being a proper noun.
China Teases More Stimulus As 7 Looms For Yuan, Defaults Mount
“It’s only a matter of time.”
Why SocGen Thinks The S&P Could Fall To 2,482
“…the ability of equities to absorb higher bond yields is rather limited.”
Requiem For October.
Another bad dream.
The BoJ And An ‘Enormous’ Risk From A ‘Very Out-Of-Consensus’ View
Down the rabbit hole with the world’s most dovish central bank.
Private-Sector Wages Rose At The Fastest Pace Since 2008 In Q3 – Now Cue The ‘Rogue’ Inflation Print
This is just further evidence that the tight labor market is gradually leading to wage inflation, the so-called “missing ingredient” for the Fed.
If Janet Yellen Had A ‘Magic Wand’, She’d Raise Taxes: Let’s Discuss…
“This is unsustainable.”
‘Goldilocks’ Is Dead: Say Hi To The ‘Synchronized Global Slowdown’ Meme
On Wednesday, markets received a slew of economic data to support the notion that the era of “synchronous global growth” is over.
In This Market, ‘Fear’ Has A Split Personality
The strange case of Dr. Jekyll and Mr. Hyde.
This ‘Freakout’ Isn’t The ‘Big One’ – That Comes Later: Nomura’s McElligott
The ‘main event’ comes in 2019.
Marko Kolanovic: October’s ‘Rolling Bear Market’ Could Morph Into A ‘Rolling Squeeze Higher’
“…there is an elevated risk of market reversion into year-end.”
Trump Says Democrats Will Tank The Stock Market: Here’s A Reality Check
“I strongly suggest voting Democrat.”
Italian Economy Flatlines In Third Quarter, Turning Screws On Populists
There’s more bad news for Italy.
‘Rather Than Catching A Falling Knife’: One Bank Says It’s Not Yet Time To Buy
Why it would “be prudent” to wait on full capitulation.
Trump Said Ready To Slap Tariffs On All Chinese Imports If Talks With Xi Fail (Which They Will)
The worry is stagflation.Â
Why One Goldman Analyst Thinks ‘Something’s Gotta Give’
“Shaky foundations.”
Chinese Stocks Have A New Biggest Worry: Plunging Liquor
Go home, Kweichow Moutai, you’re drunk.
Angela Merkel Bombshell Shocks Europe, But Rallies In Banks, Autos Lead Stock Surge
“Shock and disbelief”.
Trying Times: Full Week Ahead Preview
It can’t possibly be as bad as last week, right?
One Bank Warns ‘Things Ain’t Like They Used To Be’ For U.S. Treasurys
Times are changing.
‘Corrections Are Painful, Particularly If You Have A Bloomberg On Your Desk’
The Fed doesn’t see things the way you do anymore.
The Fed Is Increasing The Deductible Of Your Insurance
On the bright side, there’s a logic to the Fed’s strategy.
Goldman Doesn’t Think It’s Time To Panic. Here’s Why…
Who’s in the mood for some “don’t panic, the fundamentals are sound” analysis on Saturday?
Why October’s Selloff Doesn’t Look Systemic
Maybe this isn’t “the big one” after all.
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