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”.
Nomura’s McElligott Sees Local ‘Vol-Killers’, Tailwinds For Near-Term ‘Crash-Up’
“Here we are now, with all of this ‘crash’ now increasingly likely to ‘bleed out'”.
Case For Aggressive ECB Easing Gets Stronger With Icing-On-The-Cake Inflation Revision
Just another piece of evidence to bolster the case for plunging back down the accommodation rabbit hole.
German Stimulus Rumor Mill Kicks Into High Gear With Recession ‘Contingency Plan’ Report
If you ask nicely, Germany might be willing to spend a few billion.
As Ray Dalio Puts Recession Odds At 40%, Here’s A Chart Trio And A Message From Kudlow
Don’t be afraid to be happy.
Trade War Appears To Backfire As Record Number Of Americans Support Free Trade
“This is not an attractive set of numbers”.
In Slight To Trump, Iranian Tanker Leaves Gibraltar After Detention Request Rebuffed
This isn’t likely to please the White House.
Peter Navarro Guarantees Bull Market ‘Through 2020 And Beyond’, Pre-Announces Fed Cuts On ABC
“What I can tell you with certainty”…
‘There’s A Problem Here That Smacks Of Inevitability’: Recession Or No, The Fed Has To Cut Rates Aggressively
If you’re looking for reasons why the market is pricing a full-on easing cycle from the Fed, try this lens.
Stephen Miller Sought To Ban 750,000 Migrant Children From Public Schools: Report
A guidance memo to that effect was “considered”, but never issued.Â
New Iran Drama Beckons As US Moves To Seize Tanker, Houthis Hit Saudis, Tehran Readies Rocket Launch
“Schemes”, rockets and drones, oh my.
Trump Administration To Extend Huawei Reprieve On Monday: Reports
Another effort to calm markets, it would appear.
‘Another Double-Digit S&P Decline Could Be Disqualifying’: Trump As Convexity Consumer
“The only way an overinsured individual can monetize is by creating an ‘accident'”.
Stocks And Bonds Diverged In A Yellow Wood, And Sorry I Could Not Travel Both
Is past performance indicative of future results?
Argentina Has A Century Bond, Why Not Us?, Is What Treasury Wants To Know
Then again, it’s going great for Austria.
‘We Have Not Been Bullish Enough’: Misery, Redux
“We have been consistently surprised negatively”.
Trump Held Panicked Conference Call With Jamie Dimon, Others During 800-Point Dow Plunge
Who’s the “nervous mess” now?
Consumer Sentiment Crashes To Second-Lowest Of Trump Presidency As Fed Cut Scares Everyone To Death
“The main takeaway for consumers from the first rate cut was to increase apprehensions about a possible recession”.
China Moves Ahead With Key Interest Rate Reform In Push To Lower Borrowing Costs
One small step for the PBoC, one giant leap for everyone else’s sanity.Â
Trade War Puts Deere In Headlights
“Our results reflected the high degree of uncertainty”.
Rashida Tlaib Declines Netanyahu’s Humanitarian Visit Exemption Citing ‘Oppressive Conditions’
“This could be my last opportunity to see her”.
Now Is Not The Time To Lean Into The Illiquidity Premium In Credit, One Bank Warns
There’s always ETFs, though, right?
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