The ‘LameStream Media’ Told The Truth About John Ratcliffe’s Lies, So Now He Can’t Be In Charge Of National Intelligence
“I explained to John how miserable it would be for him and his family to deal with these people”.
European Stocks Crash Most Since… Well, Since The Last Time They Crashed
Maybe “crash” is a bit hyperbolic, but “plunge” is entirely fair.Â
Nomura’s McElligott: ‘That Was One Of The Most Manic 36 Hours Of Trading I’ve Ever Witnessed’
There’s no room for the mincing of words.
Jobs Report In Line For July, Wage Growth Heats Up
Interpretation was rendered difficult by the Fed’s muddled message and the president’s latest tariff threat.
Plunging Stocks, Surging Yen And South Korea Fight Make For Tough Day In Japan
What’s not to “like”?
China Says Won’t Be ‘Blackmailed’ By US As Mainland Shares Post Worst Week Since Last Tariff Escalation
“We won’t accept any maximum pressure, threat, or blackmailing”.
Entire German Curve Goes Negative As Bond Yields Plunge On New Tariff Threat
Bonds hardly needed another excuse to rally.Â
At Cincinnati Rally, Trump Compares Baltimore To Afghanistan, Appears To Smear The Homeless
“This guy says ‘Afghanistan'”.
‘It’s A Very Dangerous Situation’: Rick Santelli And Judy Shelton Are Worried Sick About Our Crazy World
“The effect is like tasing an inert body”.
Macro Tourist: This Is The Best Long Vol. Position Out There Right Now
“When he figures it out, there’s only one trade you want on the sheets”.
‘He Tweeted With Everyone Still In The Oval’: Trump’s New Tariffs And What They May Mean For GDP
The president clearly believes his luck will never run out.
Trump Suggests He’d Consider Cutting Off All Trade With China
“We’d save a lot of money”.
‘I’m Goin’ Long Tinfoil Hats’: Trump Tariff Broadside Triggers Massive Bond Rally
“It sure looks like someone knew this was coming”.
As ‘Large Local Risk’ Realized, Fed May Be Forced To Finance Political ‘Rationality Deficit’
“In the absence of conviction about the existence of political circuit breakers”…
‘Tariff Man’ Returns: Trump Announces New China Tariffs, Stocks Crash
Everyone knew it was coming.Â
Investors Are Paying ‘Twice The Price’ To Vaccinate Against Cycle Risk. But Where’s The Immunity?
The assumption of immunity may be misplaced.
‘A Sea Of Red’: Manufacturing Malaise Says World’s Ablaze
“A sea of red, with all lights warning”.
‘We’re Asking You, Mr. President’: Cincinnati Enquirer Begs Trump, Supporters Not To Humiliate The City At MAGA Rally
“We know this appeal might sound naive, but we cannot stop expecting the best from ourselves or our president”.
Goldman: The Fed Probably Thinks That Was A ‘Successful Meeting’
You could conceivably argue that Wednesday’s mini-tantrum was worth it.
‘Muddled And Confusing’: Analysts Pile On After Powell Triggers Biggest Curve Flattening In 16 Months
Of course, you can’t completely blame Powell.
Nomura’s McElligott On What Can Go Wrong If The Fed Keeps Guiding Expectations Lower
“From the perspective of a ‘give ‘em an inch, they take a mile'”…
Jerome Powell Turns In Disastrous Performance As ‘Plain English’ Goes Awry Yet Again
“That’s where I’ll leave you for that”.
Fed Cuts Rates For First Time Since 2008. George, Rosengren Dissent
With the world – and Donald Trump – watching…
Collapsing Chicago Factory Gauge Brings Out The Recession Calls
If you thought last month was bad…
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