Five On It
Make it five. Treasury yields rose a fifth session Thursday after the closely-watched 30-year sale
Stalemates And Stagflation
“I don’t know”, Nancy Pelosi said Thursday, asked when she might sit down again with
Where’s The Rent Deflation?, Albert Edwards Asks The Bureau Of Labor Statistics
One of the many explanations rolled out when explaining the monumental ~54% surge in US
Mike Pence Made A Wild Claim About The US Jobs Market. It’s Propaganda.
“It’s unbelievable the twilight zone that we’re sort of living in, where people just say
US Jobless Claims Drop Below 1 Million In Pandemic Milestone
Last week, the US labor market got a double-dose of good news. The headline print
Leadership Struggle (And Revisiting The Austin Powers World)
Risk appetite appeared to wane a bit Thursday with stimulus talks still deadlocked in Washington.
Resurrection
The pro-cyclical nature of the action in US equities witnessed over the past several sessions
Junk. Lots Of It.
Twice. That’s how many times during the first two days of this week I addressed
According To One Key Measure, The Pandemic Never Happened (But Don’t Tell Stein Mart)
There’s been no shortage of attention paid this week to the S&P 500’s apparently imminent
If You’re Not Safe In New Zealand (A Pair Of Reminders)
Amid a back-up in yields stateside and ongoing upside “surprises” in key data points both
Coal Mine Canary? CTAs Flip Short Bunds During ‘Heck Of A Week For Pain Trades,’ McElligott Says
Tuesday was potentially important. I tried to drive that home after the dust had settled
Core CPI Surges Most Since 1991. So, There’s That
It probably wouldn’t be correct to say July’s US inflation data is “pivotal”. Rather, a
‘Nothing Is Rock Solid’. Even Yellow Metal.
Following an egregious daily rout, gold took investors for a wild ride Wednesday, and you
‘Prosecuting The Case’
“I would say, the best opening so far would be Kamala Harris”, Donald Trump declared,
Desperation
A dearth of flashy headlines obscured an otherwise interesting session in the US on Tuesday,
Are Corporate Bonds A Bubble (Again)?
“Are credit spreads currently too tight relative to the severity of the current downgrade and
Bludgeoned: Gold Plunges Most In Seven Years As Bottom Finally Falls Out For Bullion
It was destined to happen. Those looking for a dip-buying opportunity in gold got it
Is It Happening? US Stocks May Be ‘First-Movers’ In Coming Reversal, Pain Trade
Markets exhibited a desire to extend the pro-cyclical bent witnessed over the past couple of
Great Expectations
Markets (or, at least the financial media) seem enamored with the idea that Donald Trump
Shots Fired, History Made, Records Eyed
A version of the S&P hit a record, as markets’ quest to recover everything lost
From Volkswagen To Apple To Dentists And Roofers: What The Fed’s Been Up To
Those interested to know what the Fed bought recently as part of its efforts to
Real Kryptonite Cameo Triggered Largest Gold ETF Outflow Since March Panic
Late last week, US real yields rose the most since June, snapping an eight-day decline.
Nomura’s McElligott: The M2 Pro-Cyclical Signal May Be ‘Triggering’ In Stocks
Last week, Nomura’s Charlie McElligott suggested that those looking for a real “reflation signal” should
El-Erian Says ‘Band-Aid’ Actions May ‘Further Undermine’ US Prestige. Goldman Sees Early September ‘Deadlines’
It’s “not nothin’”, so to speak, but it’s not a long-term solution. That was the
July’s ‘Great’ US Jobs Report Hid Grim Milestone
Donald Trump’s go-it-alone approach to virus relief met with mixed reviews on Sunday and Monday.
Bad Behavior, Seditious Words
Tencent shares were hit again Monday, falling nearly 5% as the market continues to fret
‘We Are The Problem’: Violence As The Most Fundamental Force
Read more from NOTES FROM DISGRACELAND and follow on Twitter 9. VIII 2020 Is it progress if a
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