‘Unavoidable Option’: Only Analyst To Nail PBoC In 2014 Says China Rate Cut ‘Imminent’
“…we think cutting the risk-free rate is becoming more necessary and imminent.”
“…we think cutting the risk-free rate is becoming more necessary and imminent.”
So much for the glass half-full take.
The good mood has seemingly worn off.
This will be a true test of whether bad news really is “good” news.
“…over time the cumulative cost can become very high.”
Ok, it’s time for “narrative” check – as it were.
We’ll see what the half-life on this is.
Predictably, markets start the new week torn.
This will likely get worse before it gets better.
“Juuust a bit outside.”Â
The political landscape stateside is a bit fraught right now – maybe you noticed.
Waiting on “a message”.
We’re gonna need more than that.
Fear is self-reinforcing.
Or golfing…
All (not) quiet on the Eastern front.
Too little, too late?
Putting some nuance on Jim’s “fragility” warning and “chasing tail” with Goldman.
Commence the daily trade rumor pump!
“Whatever’s good for this country, I would do.”
Liquidity appears to be a problem.
“…kind of on the front burner, hot list.”
Spoiler alert: the odds aren’t high.
If you like a little nuance…
“We’ll probably end up with something good at some point.”Â
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