Werewolves, Emergency Rate Cuts And Peak COVID-19 Panic
A watershed moment?
A watershed moment?
It’s pretty glaring, folks.
Obviously, the risk here is that stocks have it wrong.
Caution is warranted, according to the mammoth collector of assets.
You can kill the patient if you’re not careful.Â
How dramatic would the unwind be?
Now there’s a timeframe for “adjustment”.
“20th century capitalism is a spectacular confirmation of this mathematical result”.
Two recession-ravaged economies are enjoying large rallies in domestic equities.
“The federal government has largely failed”.
“My plan imposes a 14.8% Social Security contribution requirement on individual wages above $250,000”.
If you’re looking for reasons why the market is pricing a full-on easing cycle from the Fed, try this lens.
Paradoxically, this could serve as something of a pressure valve.
Assuming Trump can abstain from further trade escalations for a couple of days, “all else” might in fact turn out to be “equal.”
“This week the Reiwa era of ‘beautiful harmony’ began in Japan but”…
…especially about the “particulars”.
But hey, look at the bright side…
But there’s a caveat…
The worry is stagflation.Â
Where is the “National Team”?
How much can you process?
There seems to be some misinformation circulating on Friday afternoon.
“This risk is now balanced, and can turn into a positive impact”.
This is the dollar’s “key statistical property”.
Who’s thirsty?
In case you weren’t sure…
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