‘Boom!’: Did Germany Just Change The Game With Long-Awaited Fiscal U-Turn?
“Fiscal [stimulus] changes the whole equation”.
With ‘Crash’ Bets Bid And Downside Risks Lingering, Nomura’s McElligott Talks Possible ‘Quiet’ Period
That said, risks come back into play starting in late August.
Matteo Salvini May Collapse Italian Government Imminently – Cites Lack Of ‘Love Making’
“It’s better to look each other in the eyes and take an adult decision”.
Albert Edwards: Maybe Trump Does Have The Upper-Hand On Xi In The Trade War
“What if – take a deep breath – the Chinese authorities are not as in control of events as investors assume”?
China’s Yuan Fixes Through 7 For First Time Since 2008, While July Trade Data Tops Estimates
Paradoxically, this could serve as something of a pressure valve.
‘Now Is Not The Time To Be A Contrarian Hero’, Equity Strategist Warns
Feeling emboldened after Wall Street’s best comeback of 2019?ÂÂ
After Wall Street’s Biggest Comeback Of 2019, All Eyes Turn To The Chinese Yuan
“Playing with fire”.
Pimco: ‘It’s No Longer Absurd To Think US Treasury Yields Could Go Negative’
“US Treasuries – which many investors view as the ultimate ‘safe haven’ apart from gold – may be no exception”.
US Releases Interim Rule Banning Huawei, Hikvision, Others From Government Contracts
“Contractors have said they are confused”.
Xi’s Media Man Hu Xijin Steps Up Twitter Attacks, Calls US Mass Shootings ‘Human Rights Catastrophe’
“Where is the US government”?
Oil Spill! Crude Collapses A Day After Sliding Into Another Bear Market
Don’t forget that lurking in the background is an “uber-bearish” scenario.
Key Section Of Yield Curve Crashes To 2007 Low Amid Biggest 5-Day Move In 10s In 8 Years
To quote Sesame Street: “Wednesday was brought to you by the letter ‘R'”.
Bloodbath Resumes On Wall Street As Bonds Presage ‘Armageddon’
The selling wasn’t over.
Macro Tourist Delivers A 1987 Flashback
“I continue to be concerned about risk assets”.
Trump Calls The Fed ‘Incompetent’, Demands ‘Bigger, Faster’ Rate Cuts ‘NOW’
“Incompetence is a terrible thing to watch”.
Race To The Bottom Intensifies As Trio Of Surprise Rate Cuts Ripple Across Markets
There’s just no other way to put it.ÂÂ
German Industrial Production Crashes Most In A Decade, ‘Dooming’ Economy
That’s “pretty awful”.
‘Shocking’ New Zealand Rate Cut Roils Currency Markets
Anyone who doubted RBNZ’s willingness to deliver on Wednesday was disabused of their skepticism.
The VIX Did Something Monday It’s Only Done 5 Other Times – And That’s Not Even The Punchline
A simple read: Markets are becoming more fragile all the time.
Perfect Storm: And The World’s New Worst Performing Stock Market Is…
On the bright side…
‘Their Lies Are Bubbles Flooding The US Stock Market’: The Infamous Hu Xijin Mocks Larry Kudlow, CNBC
And that’s not all Hu “knows”.
Future Fed Chair Jim Bullard Not Sure He Can Cut Rates Fast Enough To Keep Up With Trump’s Tweets
The White House wants a Fed chair who will play offense.
Macro Tourist Presents: The Most Important Chart In The World
“The question is whether Powell has started a global economic slowdown that he won’t be able to stop.”
‘After 700+ Rate Cuts And $10 Trillion In Liquidity’, Quantitative Failure Now Tops The Worry List
This time around, Wonderland will be an even stranger place.
As PBoC Warns Of ‘Market Chaos’, Here’s What’s Next For Chinese Monetary Policy
This is one incredible juggling act.
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