No-Deal Brexit Becomes Base Case For One Bank, Prompting Change To Fed Cut Call
We’re gonna need more “insurance”.
Trump Appears To Call For Negative Rates Amid ‘Sooo Strong Economy’, Insults Powell’s Golf Game (Again)
And meanwhile, China plans for a “no deal” scenario.
As Fed’s Daly Frets Over ‘Self-Fulfilling Prophecy’, Goldman Warns Fed Is Caught In ‘Hall Of Mirrors’
When expectations become circular, the waters become muddy.
And There It Is: Mick Mulvaney Said To Warn GOP Donors Of Possible US Recession
Dream, meet reality.
Trump Cancels Meeting With Denmark After Prime Minster Refuses To Sell Greenland
“A large real estate deal” gone bad.
Trump Courts Jewish Voters By Insulting All Jews With Horrendous ‘Disloyalty’ Gaffe
“If it ain’t broke, don’t fix it!”
As US Stocks Snap Win Streak, Hope And Caution Duel In Summer Heat
Peering through the haze towards Jackson Hole.
Trump Wants ‘Minimum’ 100bp Fed Cut, Says Economy ‘Far From Recession’
“… it should have happened a long time ago”.
Robert Shiller Says Fed Cuts Send The Wrong Message
“The important thing is the narrative they’re beginning”.
The Truth Behind Plunging Bond Yields: Largest Convexity Hedging Flow Since 2008 And Retreating HFTs
Self-feeding loops and modern market microstructure as gasoline on the fire.
End Game Finally Comes In Italy As Conte Resigns, Salvini Seeks Premiership
Arguably, this isn’t the worst outcome for markets.
US Steel Layoffs Are Stark Reminder Of The Reality Behind Trump’s MAGA ‘Miracle’
“Your business was dead. Okay”?
Mike Pompeo Sure Hopes There’s Not ‘Something Like Tiananmen Square’ In Hong Kong
“Those would be the best outcomes for both China and the United States”.
Marko Kolanovic: ‘More Than Half’ Of Recent Stock, Bond Moves Technically-Driven
“The market will likely continue to be dominated by disruptive tweets”.
Can Trump Save Trumponomics?
In spite of its namesake.
China Releases First Revamped Loan Prime Rate, Ushering In New Interest Rate Regime
Welcome to a new era.
Trump, Fearing Economic Downturn, Ponders Payroll Tax Cut To ‘Arrest Slowdown’
“Their panicking and flailing is palpable”.
Stocks Rise In New Week, But Surging Dollar Could Become Problematic
The combination of relatively tight Fed policy and a resilient dollar acts as a boa constrictor.
Boston Fed Chief Eric Rosengren Is A Man Suffering From A ‘Horrendous Lack Of Vision’
Eric doesn’t see the light.
It’s Going To ‘Feel Like A Recession’: One Bank Thinks The Die May Be Cast
“Those returning from summer holidays have had a bit of a shock”.
Macro Tourist Likens Bond Bubble To Dot-Com, Real Estate Blowups In Sweeping New Critique
“This one is different in that it’s not filled with the same sort of speculative froth, but it’s still ominous”.
Wilbur Ross Unveils New Huawei Reprieve To Maria Bartiromo
“So we’re giving them a little more time to wean themselves off”.
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