Long Live The Zombies
“The dark side of stimulus.”
“The dark side of stimulus.”
Powell back on the hot seat.
Good news is good news (again), but that means the flipside holds, too.
…especially about the “particulars”.
Think: China. It’s always China.
With a caveat (or three).
One bank is bullish, but “not foolish”.
“…some of the fears are justified more than others.”
… in the space of three months.
The main event…
Good news, bad news.
Revisiting the politics of rage.
“…but every high in our indicator is lower, notwithstanding these massive stimulus packages.”
“The global expansion is continuing to lose steam, and faster than anticipated a few months ago.”
Any takers on a leveraged loan story?
“…we should pay attention to this stuff.”
Trade, car tariffs and Fed minutes.
To say the week ahead features a full docket would be to grossly understate the case.
…nobody wants to assign a high probability to what would be a catastrophic event.Â
This is the vaunted “wealth effect” – only in reverse.
“Predicting Powell’s moves in the upcoming quarters will mean more than trying to come up with a fair value for financial assets.”
Looking back and looking forward.
That’s a blockbuster.
Everyone’s “favorite” bubble.
A truly incisive critique from the Street’s most celebrated analyst.
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