ISM And The COVID Conundrum
The results were… well, not particularly inspiring.
The Most Irrelevant CPI Report In History?
Things have changed.
Christine Lagarde Has 2008 Déjà Vu (Mrs. Lancaster)
Good luck, Christine – you’re gonna need it.
‘This Is A Big Package’
Carney goes out with a bang.
Promises, Promises
Still nebulous.
‘Do We Need To Wait For Lehman?’: One Bank Calls For Urgent Action To Avert ‘Snowball-Earth’ Scenario
Suffice to say some folks are concerned – palpably.
After The Crash, Nomura’s Charlie McElligott Looks Ahead
“Peak calamity”. Now what?
(Price) War Is Hell.
 “Welcome to the free market”.
S&P Futures Limit-Up In ‘Classic Bear Market Rally’ As Stimulus Hopes Abound
“In our view this is a classic bear market rally”.
Trump, Staring At Recession, Tips Payroll Tax Cut, ‘Dramatic’ Measures. Kelton Says ‘Run MUCH Bigger Deficits’
“I will be here tomorrow afternoon to let you know.”
Fit To Be Tied.
Of mice, men, stocks, bonds and viruses.
Low Energy.
Oh, the humanity.
‘Cross-Asset Pandemonium’: Market Crash Triggers Circuit Breaker On Black Monday For Wall Street
“Describing the conditions as turbulent is an understatement”.
Behold! A Six Standard Deviation Blowout In High Yield Credit Fear Gauge
This is what “stress” looks like.
Nomura’s McElligott: ‘Last Of The Generals’ Falls, As Legacy ‘100%’ CTA Nasdaq Long Up In Smoke
“CTA ‘trigger’ levels for equities will increasingly matter again”…
Fed Figures ‘Right Now!’ Is Good Time To Upsize Repos As Panic Proliferates
“They should help support smooth functioning of funding markets”.
As The World Burns.
Praying for a deus ex machina.
‘Excessive And One-Sided’: Crisis Rolls On With FX Flash Crashes, Plunging Yields, Bloodbath In Japan
Everyone knew Monday morning would be remarkable. The market didn’t disappoint.
Analysts Warn Of ‘VaR Implosion’, ‘Full-Blown Crisis’ As New Week Dawns With S&P Futures Limit-Down
Fragile. Handle with care.
‘Policy Failure Is Here’ (Just Give Me The Medicine)
We’re asking silly, rhetorical questions now.
Dark Enlightenment
Society cannot function without myths.
Governments Can’t Minimize Both Virus Deaths And Economic Damage: The Lancet
“Governments will not be able to minimize both deaths from COVID-19 and the economic impact of viral spread.”
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