The Only Thing To Fear Is (Tariff) Fear Itself
“This was a momentum shock, not a structural slowdown.”
“This was a momentum shock, not a structural slowdown.”
More bond markets “gone mad”.
Ciao bella.
Finally, you know it’s a languid day when cryptos are back in the news
Think: China. It’s always China.
If history is any guide, stocks will do well for “up to 30 months”.
But hey, look at the bright side…
Just in case “more cowbell” is needed when it comes to “hot takes” on the Fed…
Commence the tomato throwing!
“Just right” on the data stateside, while a “re-bubbling” in China holds RRR cuts “hostage”.
…but mostly the “long”.
“…but every high in our indicator is lower, notwithstanding these massive stimulus packages.”
What else can be said about the Fed’s “epochal”/ “epic”/ “dramatic” dovish pivot ?
“The global expansion is continuing to lose steam, and faster than anticipated a few months ago.”
“… we expect almost no earnings growth for 2019.”
What could go wrong?
“… it sets up a dangerous dynamic where ‘late-comers’ are forced-in.””
“… and most likely permanently.”
“No, I do not.”
“Almost all participants thought that it would be desirable to announce before too long a plan to stop reducing the Federal Reserve’s asset holdings later this year.”
Back to the insanity loop.
Is the transmission channel “unclogged”?
Stalemates, everywhere.
“… a realized turn for the worse.”
“Already in the bag”?
Trade still makes the world go round, sorry Mr. President.
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