Reflation Trade Faded In 2020’s Opening Days As Reversal Strategy Is ‘Bang-On’
Maybe the “slow-flation” trade isn’t a “relic” after all.
Peter Navarro: Until The Bond Market Starts Caring, Trump Can Balloon The Deficit
“I was born, Peter, of an age, when the Republican party was the party of fiscal prudence”.
‘Mind The Lesson From 2008’ As Private Asset AUM Booms Despite Hedge Fund Underperformance
“While warehousing more illiquidity risk is not a problem for long-term investors in normal times”…
Repo Apocalypse Was Averted. Now What?
“It is too early to break out the ‘mission accomplished’ banner”.
‘Khamenei Is A Murderer!’ Iranians Protest After Government Admits ‘Unforgivable Mistake’ In 737 Disaster
“The Islamic Republic of Iran deeply regrets this”.
Powell In 2014: The Dot Plot Is A Lot Like Chernobyl
“Plain English”.
Trump To Laura Ingraham: ‘Don’t Think’ Americans Have Right To Know Why Soleimani Was Killed
“I can reveal that I believe it would have been four embassies”.
Pompeo, Mnuchin Essentially Outlaw Iran’s Entire Economy
More “maximum” pressure.
Iraq To Mike Pompeo: Get Out. It’s Time For America To Leave. We Mean it.
“Send delegates to Iraq to prepare a mechanism to carry out the parliament’s resolution”.
Nomura’s McElligott: ‘It Would Take An Enormous Macro Shock’ To Tip Systematic Dominoes
“This VERY ‘Long Gamma’ dynamic continues to act as a market shock-absorber”.
Decade’s Last Jobs Report Is Passable, But Underwhelming
It’s been a good run…
Iran In Tough Spot Over Downed 737 As International Community Blames Missile Strike
Abedzadeh insists it’s “not possible”.
Matt Gaetz Finds Spine, Votes With Democrats To Curtail Trump’s War Powers
“I represent more troops than any other member of this body. I buried one of them earlier today at Arlington”.
As Stocks Power To Nosebleed Levels, Even Jeremy Siegel Is Worried
Spoiler alert: It’s been a “momentum-driven market” for a long, long time, Jeremy.
97% Of CFOs Say US Economy Is Headed For Downturn, 77% Say Stocks Overvalued
If some of this sounds overtly negative to you, don’t worry…
737 That Crashed Outside Tehran Likely Downed By Errant Missile: Officials
No matter how you slice it, this is a senseless tragedy.
Is Your 409K Up 100% Or Isn’t It?! Asking For Donald Trump
“What are you doing wrong?”
The Case For The Fed Cutting Rates Back To Zero
“…you cannot fight a recession with only one or two rate cuts”.
Remember The Trade Deal? China RSVPs For Trump’s ‘Phase One’ Party
Gao said he has no additional information to offer about the terms of the deal.
It’s A Stampede! Fading War Fears Trigger Global Running Of The Bulls
“…everything really is awesome”.
China Inflation Sticks Near Seven-Year High, PPI Deflation Eases
Better at the margins, it appears.
Morgan Stanley: A Good Economy Does Not Guarantee Trump’s Re-Election
“We have no precedent for an incumbent with a good economy but weak poll numbers”.
After ‘Absolutely Insane’ Soleimani Briefing, A Stunned Congress Moves To Limit Trump’s War Powers
“It was probably the worst briefing I’ve seen… in the nine years I’ve served in the United States Senate”.
Iran ‘Stands Down’, Bulls Stand Up In Epic Reversal On Wall Street
Better than 80% of S&P 500 stocks are perched above their 200-day moving average.
‘Iran Appears To Be Standing Down’: Trump Cancels World War III, A Postmortem
It could have been worse.
For Saudi Aramco, Threat Of Retribution Overshadows Oil Spike In Iran Drama
“Not good, not good”.
Utterly Terrible: Order Book Contraction Nightmare Drags Into 18th Month In Germany
It’s dire. With apologies, there’s no other way to describe it.
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