ADP, WSJ Deliver One-Two Punch To ‘Aggressive’ Fed Cut Narrative
Curb your enthusiasm.
Nomura’s McElligott Talks US-China Trade News, September Sequencing For Equities
“Merely ‘face time’ for markets and little more”.
‘This Is Rubbish’: Former Lehman Trader Says Stocks Living On ‘Hopes And Prayers’
The data out of Germany is still bad. And one trader isn’t optimistic.
‘Hey, Where’s My Yield?’: UBS, BNP See 10Y US Yields Tumbling To Just 1% As Growth Slows
“Our growth forecasts remain below consensus, even though consensus has come down significantly”.
Apple Has $200 Billion In Cash – But It’s Borrowing $7 Billion Anyway
A sign of the times…
Boris Johnson Racks Up More Losses In Absurd Quest For Brexit
Let the farce continue.
Trump: ‘My Stock Market Would Be 10,000 Points Higher’ If Not For My Tariffs
“To me, this is much more important than the economy”.
Alan Greenspan: Negative Rates In The US ‘Just A Matter Of Time’
Not far-fetched – not even a little bit.
Alan Greenspan: The Fate Of The Economy In 2019 Depends On The Stock Market
“Strangely enough”…
Why A Flat Curve Ties The Fed’s Hands And May Force ‘Outer Rim’ Easing Options
Trouble with the curve.
‘Reading The News Would Suggest The US Is Already In Recession’: SocGen
One more shove and bond pricing will send a warning sign to equities…
Bill Dudley Is Back, Says The Fed Has Been Politicized, Swears There’s No ‘Deep State’
“My intention was to be provocative”.
Hong Kong’s Carrie Lam To Formally Withdraw Extradition Bill. But It’s Not Enough For Protesters
“Five Demands. Not One Less.”
The More Trump Tweets, The Worse Off Stocks Are, BofA Shows
“Tread cautiously”.
Trump Wanted To Double Tariffs On China, Had To Be Talked Down By ‘Multiple CEOs’
Mnuchin and Lighthizer were forced to ask CEOs to call the president and warn him about the potential impact.
‘We Are Too High’: Jim Bullard Says It’s Time To ‘Feel The Market’ With Bigly Rate Cut
“We should have a robust debate”.
Macro Tourist: The Simple Reason Yield Curve Control Isn’t Coming To The US
Pegging the yield curve will be the last step they take.
Trump Sanctions Iran’s Space Program Days After Infamous Rocket Tweet
An “urgent threat”, apparently.
MAGA Economy Dealt Another Body Blow As ISM Dives Into Contraction
We’re gonna need more insurance cuts (and more tweets).
Iran, France Rush To Finalize $15 Billion Credit Line Amid Escalations
“We can have 20% enriched fuel within one or two days”.
Trump Piles On, Threatens To ‘Crumble’ China’s Supply Chain, Create Massive Job Losses
“16 months PLUS is a long time to be hemorrhaging jobs”.
Draft Of Trump Allies’ Plan To Target Editors, Reporters From NY Times, WaPo, CNN Leaks
“CNN, MSNBC, all broadcast networks, NY Times, Washington Post, BuzzFeed, Huffington Post”…
Huawei Alleges Vast US Conspiracy Complete With Cyber Attacks, FBI Agents, Entrapment
“A malign, concerted effort”.
Inflation In South Korea Just Fell To Zero
Don’t worry, because “it’s hard to say it’s a precursor of deflation”.
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