Coronavirus Clubgoers, China Gets Some Credit And Risk Bears Sent Into Hibernation
Wary, weary or just ambivalent…
New Week Dawns With West Wing Worries, Fed-Driven Markets And Depression Dynamics
“A great and powerful plague” versus “the Fed driven liquidity environment”…
In This Market, There’s More To Fear Than Fear Itself
Let us count the concerns, shall we?
Neel Kashkari: Unemployment Is 24% And We’re Gonna Need A Bigger Bailout
“…you’re going to have empty strip malls for a while.”
From Armageddon To FOMO In 6 Weeks: Goldman’s Clients Incredulous At ‘Unloved’ Stock Surge
“CIOs expressed varying degrees of concern.”
‘There’s No Experience On Which To Base Our Forecasts’: After The Virus, Hyperinflation Or Deflationary Spiral?
“Policymakers have never had to deal with such huge contraction in both demand and supply on this scale.”
The Great Disconnect And QQQ’s $100 Billion Pandemic Party
Absurd? Maybe. But money is money, I suppose.
Deutsche’s Kocic On Risk Premia, ‘The Missing Variable,’ And The Elusive Post-COVID Reality
For now, he says, most of this “remain[s] largely out of grasp”.
Characteristically Surreal.
“If you don’t [think] the Fed is buying stock ETFs on the next market shock, you are wrong.”
The Fed Effect On Flows, And A $4.7 Trillion Cash Pile Suddenly Facing Negative Returns
Flow reversals and the “cost of cash”.
‘Temporary’ Precarity
The April jobs report was a tragedy of historic proportions – an unmitigated disaster. The
Waking Nightmare: A Walk Through The Worst Jobs Report In American History
A funeral for America’s labor market.
Great Depression II: 20.5 Million Jobs Lost In Worst Ever Payrolls Report
April’s jobs report is, quite simply, the single worst top-tier economic data print in modern history.
With ‘No China Doves Left,’ Market’s Faith In Trade Deal Seems Misplaced
None of this is going to mater if the virus recrimination continues, though.
William Barr Ain’t Good For Much, But Maybe He Can Break Up Meat Monopolies
If there’s anything you can count on Trump to safeguard, it’s America’s right to cheap burgers.
Market Prices In Negative Rates For US. Media, Blogs, Finance Twitter Lose Collective Mind
You can’t go wrong with “negative rates are coming to America”.
‘He Lost It’: Fearing Economic Oblivion, Trump May Extend Tax Deadline To December, Take ‘Unilateral’ Measures
“We’re not going to shy away from them.”
Meanwhile, Turkey Careens Into Currency Crisis As Erdogan ‘Declares War’ On Citi, UBS, BNP
“…a hugely damaging move.”
Albert Edwards Dreams Of Stephanie Kelton’s Free Money Train. Says S&P Is ‘Ludicrous’ Bubble
“I’m not sure what to make of all this except…”
33.5 Million And Counting.
…an ongoing, higher frequency reminder that the US economy is by no means out of the proverbial woods.
Nomura’s McElligott: Don’t Mistake Curve Steepening For Something It’s Not
“Cash crunch issuance realities.”
Band-Aids For Earthquake Fissures.
…the coordinated, global firefighting effort continues.
More Than Half Of America’s Small Businesses May Be Gone By The Election. Literally.
…teetering precariously on the precipice of oblivion.
Larry Fink Terrified That Corporations May Be Asked To Pay Higher Taxes After Virus
But higher corporate taxes aren’t the only wraiths and phantasms floating around Larry’s tortured dreams.
‘I Exhort You To Do This’: It’s Desperation Time As America’s Beef Crisis Goes DEFCON Wendy’s
Everyone knows people go to Wendy’s for the Frostys.
With Stocks In ‘No Man’s Land,’ Nomura’s McElligott Delivers Summer Outlook, ‘Roadmap’ For Second Half
The summer fade, and a possible bounce thereafter.
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