Search Results for: aussie
‘This Could Trigger An Actual Recession’: Folks Are Getting Worried About Germany
“…at this point though, the manufacturing slowdown in the EZ is so real that it risks dragging Services with it”.
As Trade Euphoria Fades, Markets Return To Parsing Central Bank Guidance
Tasseography Tuesday!
Risk-On, But For How Long? The Data Is Dour
Ultimately, the data continues to come in soft.
A Global Affair: Full Week Ahead Preview
Everything is in play.
Buy It All.
The promise of perpetual liquidity provision…
Albert Edwards Feels ‘An Earthquake Happening In Government Bonds’
For Albert, it’s now just a question of “how negative bond yields will go”.
You Could Scarcely Conjure A More Dramatic Setup: Full Week Ahead Preview
If you’re not excited, well, get excited.
The ‘Marking To Misery’ Trade Has Accelerated
It’s now exceedingly difficult to ignore what bonds are trying to “say”.
Misery.
The only question now…
Don’t Fight The Rate-Setters? Or Are Stocks ‘The Real Aberration’?
“The reality is”…
An Awkward Combination.
To the extent there are any good vibes, they aren’t likely to last.
It’s All Political These Days: Full Week Ahead Preview
Donald Trump likely won’t be in a good mood as the new week dawns.
Watching, Waiting
Minutes to midnight (Friday).
Add Bank Of Canada To The List…
“Pivots” and “relents” everywhere…
Meanwhile, Down Under…
If the die wasn’t already cast, it is now.
Listless Drifting Amid RBA Tasseography, Crypto Surge, Brexit Burnout
Finally, you know it’s a languid day when cryptos are back in the news
Global Growth Fears > Mueller.
“No collusion”, but no growth either.
Bull In A China Shop
Risk asset buoyancy amid a cloudy outlook.
From Germany To Down Under, Global Slowdown Narrative Finds Validation
There was some fresh fodder for the “global slowdown” narrative on Wednesday.
This Flash Crash Matters – Here’s Why
An indelible mark.
Everything You Need To Know About China’s Move To Stop ‘Fixing’ The Yuan Fix
Remember back in late May and early June when the PBoC engineered a pretty epic short squeeze in the yuan?Â
One Trade, Two Housing Bubbles, And The Greatest Speculative Mania In History
“The prevailing wisdom is that there are two great housing bubbles out there today”…
A Brief Reprieve (God Blesh Ush, Everyone)
Nothing too outlandish happened except of course for…
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