Macro Tourist: ‘I Have Abandoned My US Equity Longs, Am Leaning Short On A Trading Basis’
“Why the shift in tone? Let me sketch out.”
White House Folds, Will Hand Whistle-Blower Complaint Over To Congress: Report
As Trump would say, “the ratings will be tremendous”.
‘Downside Accelerants’ And Politics In Focus As US Stocks Stumble
Impeachment bluster and aggressive trade banter make for a bitter pill.
Nancy Pelosi To Announce Formal Impeachment Inquiry As Trump Rushes To Release Ukraine Transcript
And so it begins – for real, this time.
Trump’s UN Broadside Against China Risks Derailing Fragile Negotiations – Again
“Two decades later, this theory has been tested and proven completely wrong”.
Trump’s Anti-Globalist, ‘National Renewal’ Screed At UN Was Disturbing, If Predictable
“The truth is plain to see”.
Trump Details Vast Social Media, Academic Conspiracy Against American ‘Values’ At UN
“Social media platforms are acquiring immense power”.
‘There Should Be No Billionaires’: Here Is The Bernie Sanders ‘Extreme Wealth Tax’ Plan
“In order to reduce the outrageous level of inequality that exists in America today and to rebuild the disappearing middle class”…
Erdogan May Get His F-35s After All, As Turkish Media Says US Offers New Trade Package
Erdogan always finds a way.
Saudi Aramco IPO ‘Unlikely’ This Year, As Attacks Derail Plans: Sources
But who knows, anything is possible…
China Is Buying Soybeans Again, Providing More False Hope To Trump’s ‘Great Patriot Farmers’
Stringing people along, as is custom.
Boris Johnson Dealt Grievous Blow As UK Supreme Court Rules Parliament Suspension ‘Unlawful, Void And Of No Effect’
“t is impossible for us to conclude on the evidence… that there was any reason – let alone a good reason”.
All Of This Summer’s Big Daily Stock Moves Had One Thing In Common…
“Price movements over this summer once again clearly emphasized the spot/gamma/realized vol dynamics”.
‘Why, Just Out Of Curiosity?’: Watch Trump Ask Mnuchin To Explain Canceling China’s Farm Visits
All you can do is shake your head.Â
Bullard Talks Up Standing Repo Facility To Fix Funding Squeeze, Says Negative Rates Are Unhealthy
“You probably would not have to use it most of the time”.
Trio Of Economists Say Trump’s Twitter Account ‘Poses Significant Threat To Central Bank Independence’
This is “strong evidence”.
Rudy Giuliani To Bartiromo: ‘Can’t Say 100%’ That Trump Didn’t Threaten Ukraine Aid In Biden Call
This was a disastrous performance.
The US Economy Is Good, Bad And Ugly
The US economy has peaked and nonfarm payroll growth is set to slide, says possibly spurious conjecture.
‘Markets Were Not Effectively Distributing Liquidity’: John Williams ‘Explains’ Repo Chaos, Paves Way For QE-Lite
“This episode reminds us all of the importance of having well- functioning markets”.
Another Growth Scare? From France To South Korea To Down Under, Fresh Data Paints Dour Picture
We’re not out of the dark woods yet.
Nomura’s McElligott Talks ‘Unshackled’ US Equities Amid ‘QE-Lite’ Anticipation
Mind the post-crisis “muscle memory” for the majority of equities investors.
‘Simply Awful’ German Factory Slump Spills Over, As Economy Careens Towards Recession
“All the uncertainty is paralyzing order books”.
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