Back To The Drawing Board
“What does all this mean?”
Define Hilarious: Deutsche, Sewing Denied 2016 Trump Loan Request Out Of Concern For Bank’s ‘Reputation’
“Mr. Trump’s divisive candidacy made such a loan too risky, the people said.”
One Bank Reminds You That ‘The World Is Still Flat’
Trade still makes the world go round, sorry Mr. President.
Into The Shadows: How Many Rate Hikes Is QT Worth?
“…the market’s focus on the import of the balance sheet is likely puzzling for Fed officials.”
Trump Tells CBS Pelosi Is ‘Bad For Our Country’, Says ‘People Are Dying’ Because Of Her
This is wholly unconscionable.
Is Direct Lending The Next Subprime? Goldman Says Probably Not
Another “some worry” story.
Fentanyl Busts And Trump As A Reverse Lefty Guns
Even when he’s right, he’s wrong.
The Central Bank Put Is Still There, But ‘Politicians’ Implied Vol.’ Has Exploded
“Have central banks blinked? We think so”…
As China Makes More Promises On Trade, Data Suggests Slowdown Isn’t Over Yet
So much for the glass half-full take.
Trump Flounders As Two-Front War With Dems, China Takes Visible Toll
Art of the dealbreaker.
Herman Cain For Fed Board! Let’s Talk Pluses And Minuses (If You’re Trump)
If you’re Donald Trump, there’s a lot to like about Herman Cain.
Draft Of Democratic Border Proposal Surfaces: There Is No Wall Money
“There’s not gonna be any wall money in the legislation.”
Nomura’s McElligott: Fed Now ‘De Facto’ Easing, CTA Model To Flip ‘100% Max Long’ On Nasdaq
“Let’s be real though”…
Trump Demands You ‘Stop Playing Games’ With Him, Insists You ‘Call Walls Walls’ (No More ‘Wheels’, No More ‘Peaches’)
As usual, you don’t know whether to laugh, cry or cry from laughing so hard.
Jeff Gundlach Calls Reuters, Tells ‘Embarrassing’ Jay Powell To ‘Go Back In His Foxhole’
“I am going back into a foxhole.”
‘Capitulation’: What Wall Street Thinks Of Jerome Powell And The Fed
“It is difficult to read the outcome of the January FOMC meeting as anything other than the Fed capitulating to recent market volatility.”
One Trader Delivers Everything You Wanted To Know About MMT (But Were Afraid To Ask)
“Today’s topic is sure to incite some pretty strong reactions.”
Seeking Redemption, Jerome Powell Blindsides Skeptics
Is this what you wanted?
The Last Time BBBs Did This, Stocks Were At Record Highs
The latest from the “BBB apocalypse” saga.
Nomura’s McElligott Talks Dovish Star-Wishing On Fed Day
“… very provocative, 11th hour talk through ‘consultant/ macro advisory’ circles” on the balance sheet”
One Bank Reminds You ‘What Makes This Fed Tightening Cycle Special’
“Our forecast appears to be validated.”
Trump Met With Putin Without Translator, Note-Taker Last Month – But Don’t Worry, Melania Was There
It’s not treason if your wife sees the whole thing, we suppose.
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