NY Manufacturing Activity Made ‘Generally Somewhat’ Better Again After Worst Decline In Recorded History
“Make America generally somewhat better again!”
Trump Decides To Make Fun Of China’s Economy, Hints At More Tariffs
“China wishes it had not broken the original deal”.
Chinese Economy Grows At Slowest Pace In Decades, But Key Activity Data Tops Estimates
This is either good news, or bad news or both – depending on your perspective.
Erdogan Plays With Fire, Promises Rate Cuts As US Said Ready To Announce Sanctions In S-400 Spat
“You can’t keep a good autocrat down”.
Summer Lull Meets Data Deluge, Earnings: Full Week Ahead Preview
Markets are ostensibly free to focus on the “fundamentals” again.ÂÂ
If Nancy Pelosi Can’t Defend Ocasio-Cortez, Omar And Tlaib, The Speaker Should Resign
On Sunday, Donald Trump told Ilhan Omar to go back where she came from. Pelosi is indirectly contributing to his vitriol.
‘Diplomatic Vandalism’: Latest Leaked Darroch Cables Show Trump Exited Iran Deal Purely To Spite Obama
“The Administration is set upon an act of diplomatic vandalism”.
For These Investors, It’s ‘Still All About China’
But a little bit about recession, deflation and currency wars, too.
Trump, The Fed And The Dollar Constraint
“And around she goes, where she stops nobody knows”.
As ‘VaR Shock’ Talk Gets Louder, Let’s Keep The ‘Tantrum’ Tabloid Calls In Perspective
Of course, waxing hyperbolic/hysteric is something different from warning that something is possible.
In ‘Strange Twist Of Fate’, Cheshire Cat Smiles Just As Phillips Curve Is Left For Dead
“The Phillips curve now is fully ‘alive’, only to be half-ignored”.
‘I Think It’s Extremely Important’: As Stocks Hit New Records, Here’s This Week’s Simple Takeaway
Maybe good news can actually be interpreted as positive for risk assets again.
Albert Edwards: Trump ‘Will Take The Global Currency War To A Whole New Level’
“Expect the dollar to fall bigly”.
Peter Navarro Tells Joe Kernen The Wall Street Journal Produces ‘A Lot Of Garbage’
The Journal says they stand by their reporting.
‘This Story Is So Incredible’: Erdogan Gets His S-400s As Turkey Dares Trump To Pull Sanctions Trigger
Trump effectively blessed this in Osaka.
As China’s Latest Trade Data Disappoints, Market Sees Canaries In Singapore
“Canaries”, “coal mines” and such.ÂÂ
Trump Issues Citizenship Decree, Orders Government Agencies To Furnish ‘All Assessable Records Immediately’
William Barr says Trump never considered defying the Supreme Court.
‘Anything Is Possible’: Don’t Rule Out ‘Active, Outright’ FX Intervention From Trump
“A low but rising risk”.
Communism, Twitter Conspiracies And Wet Hair: Highlights From Trump’s ‘Social Media Summit’
“Sir, I can’t, I can’t follow you, they make it impossible”.
Nasty 30-Year Auction Underscores Tantrum Risk
It doesn’t do anybody any good to wax hyperbolic/hysteric, but…
After Supreme Court Rebuke, Trump To Extract Citizenship Information By ‘Other Means’ With Executive Action
Apparently, the president has other ways to get the data he wants.
FinTwit Loses Mind As Hot Core Inflation Print Embarrasses Jay Powell
At this point, Jerome Powell is used to being mocked on Twitter.
‘There Are Too Many Signs Of Slowdown To Ignore’ – Some Doubt Fed’s Ability To Avert Downturn
“…the end of the cycle is more likely than a third temporary loss of momentum”.
ECB Minutes Show Readiness To Cut Rates, Restart QE, Because Whatever (It Takes)
It’s time to use “all of the instruments” again.
Turns Out Iran Not Quite Ready For Actual Military Confrontation With UK Navy
“Contrary to international law”…
The ‘Ammo’ Problem Is Back – And It’s Worse Than Ever
The same worry, but now it’s more acute.
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