The Long And The Short Of It.
…but mostly the “long”.
‘Global Trade Desperately Needs A Liquidity Injection’, One Bank Warns
“…as long as the USD remains relatively strong on Global $-Liquidity factors risk assets will likely suffer from bouts of volatility.”
You’ve Got ‘Lots Of Questions’ And Nomura’s Charlie McElligott Has (At Least) As Many Answers
“Lots of questions about the behavior in equities.”
‘GET TRUMP’: Letitia James Is Curious About That Time Trump Tried To Buy The Buffalo Bills, And Some Other Stuff Too
“In any event, it goes on and on”…
Credit Suisse: The Death Of The Phillips Curve Has Been Greatly Exaggerated
“The market appears to have overlearned the lesson of the past few years.”
Ocasio-Cortez Is Right – The ‘Meh’ Is Worshipped Now, And Nancy Pelosi’s WaPo Interview Proves It
Well, American politics hit a new low on Monday.
For US Credit Investors, The ‘Sum Of All Concerns’ Just Hit A Five-Year Low – Just Don’t Tell Anyone In Europe
“…most concerns have declined notably.”
As Turkey Sees First Recession In A Decade, Let’s Get You Up To Speed On All The Latest
Meanwhile, from the Erdogan chronicles…
Bad News, Good News.
For lack of a better title.
Come What ‘May’: Full Week Ahead Preview
Data, ‘Brextension’ and the BoJ are this week’s headliners.
In Bid To Pacify ‘Wacky Nut Jobs’, Trump To Start New Wall Fight With $8.6 Billion Ask
Here comes Trump’s budget, which is D.O.A.
Deal With It: On Alexandria Ocasio-Cortez And ‘Irredeemable’ Capitalism
“Moderate is not a stance.”
As China Pushes Back On US Currency Pledge Claims, Credit Growth Crashes
Here’s the latest out of China amid constant hand-wringing over trade and stimulus.
‘The Window Has Closed’: One Bank Throws In The Towel On Things Getting Back To ‘Normal’
… it effectively sounded the death knell on normalization.
FOMO Looms As Sidelined Investors Wonder If It’s Too Late To Dive In
“Taking some off the table” isn’t a wholly applicable market adage given a lack of participation YTD by key investor groups.
A Quick Retrospective On The 10-Year Anniversary Of The Longest Bull Market In History
“For now, the bull marches precariously on.”
‘The Ultimate Conundrum’ At The Limits Of Stimulus
“…we are starting to get to the limits to central bank stimulus.”
Larry Kudlow Gets Stark Reminder Of Why Working For Trump Is Hell On Earth
“That is just not true.”
‘The Paper Cuts Are Many’.
Of ‘LOLz’, ‘gong shows’ and end-of-cycle dynamics.
Elizabeth Warren: ‘My Administration Will Break Up Facebook, Google, Amazon’
“It’s a great story — but also one that highlights why the government must break up monopolies.”
Bloodbath In China: A Postmortem
A non-controlled demolition.
And Now China Will Heighten Global Growth Concerns By Reporting Lackluster February Trade Data
This isn’t the best news amid ongoing growth concerns and worries that a trade deal isn’t imminent after all.
No Escape ‘Velocity’.
“…but every high in our indicator is lower, notwithstanding these massive stimulus packages.”
Because Things Can Always Get Funnier, Michael Cohen Sues Trump Org For $1.9 Million (And Counting) In Unpaid Legal Fees
“As a result of the Trump Organization’s unfounded refusal to meet its obligations, Mr. Cohen has incurred millions of dollars in unreimbursed attorneys’ fees…”
On The ECB’s Wholly Unsurprising ‘Surprise’
Ok, let’s run through this, because parsing it is obligatory.
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