$690 Billion In AUM Is The Most Bullish On Treasurys Since 2009
As consumer inflation expectations crater…
India Poised To Kick America In The Actual Nuts With Tariffs On Almonds – And Also Apples
“There will be no further extensions.”
Nomura’s McElligott Talks ‘Dealer Destruction’, Gold And ‘The Most Crowded Trade On The Planet’
And there’s a Nassim Taleb quote for good measure.
Latest China Data Is Yet Another Reminder Of Global Economic Precarity
Time to use some of that “tremendous” policy flexibility.
Dueling Investor Groups And The Risk Of A ‘Fool Me Once’ G-20
Essentially, we’re right back in the same position we were in headed into the Trump-Xi dinner in Argentina.
‘OG’ Yield Curve Whisperer’s Fourth Horseman Of Recession Rode In On Wednesday
“I consider the yield curve the last of four horsemen of the recession to rear its head”.
Albert Edwards Feels ‘An Earthquake Happening In Government Bonds’
For Albert, it’s now just a question of “how negative bond yields will go”.
Beyond The Event Horizon And Recession As The Only Circuit Breaker
“Nobody can quite figure it out.”
One Contrarian Bets Trump Is Playing A ‘Shrewd Game’. Brinksmanship Is Fraught With Risk Regardless
This is a dangerous gamble and the margin for error appears to be quite thin.
Trump Lobs More Tariff Threats, Insults Germany During Duda Presser
Escalations, tough talk and insults.
Marko Kolanovic Talks ‘The Trump Recession’, Says Market Damage From Trade War Is ‘100X The Tariffs Collected’
“Given all of this – why are we not bearish?”
As Antitrust Probes Ramp Up, Facebook, Amazon, Google Investors Should Fear These Charts
For now, most observers will likely scoff at “breakup risk”, but…
Fading Fed Cuts Just Got A Little Harder
Still cool.
Hong Kong Hijinks
One more aggravating factor.
‘Tired Of Winning’
“It’s me right now.”
Larry Kudlow’s Public Humiliation Tour Resumes
Whatever you say, Larry. Whatever you say.
‘This Was Bizarre Even For Him’: Trump Claims Secrets Of Mexico Deal Are Hidden In His Jacket Pocket
“It’s done. It’s all done”.
‘Simultaneous Combustion’.
“A double blow”.
‘That US Corporate Cash Pile Is Being Spent’, So What About The Buybacks?
Remember, when it comes to sources of equity demand, it’s not even close…
‘The Fed Has No Clue!’, Trump Shrieks, Citing Article About European Tourism
Apparently unsatisfied with having branded the Fed “destructive”…
China Sends Message To Yuan Bears, Sparks Stock Rally With Stimulus Nod
A double dose of market-friendly news, as stimulus bets, yuan defense bolster sentiment.
Whistling Past The Graveyard
“Look, from my standpoint”…
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