Here’s The Blooper Reel From Trump’s Predictably Absurd China Trade Press Event
“…the question is an interesting one.”
Cov-Lite Reality Check: An Update On The Leveraged Loan ‘Bubble’
Any takers on a leveraged loan story?
Congress Moves To Terminate Trump’s Emergency, Setting Stage For Veto, Twitter Meltdown, Name-Calling
“Your all time favorite President” is going to lose his mind.
The Truth Behind Trump’s Absurd New Mexico Wall Video
Spoiler alert: he’s lying.
As Trump Meets Liu He, Let’s Talk About That ‘Stable Yuan Pledge’ Again
If you’re looking to point fingers at anyone for currency “manipulation”…
Hedge Funds Made (Kinda, Sorta) Great Again Amid 2019 Market Rally
As bad as 2018 was for nearly all investors, last year was especially trying for equity hedge funds.
Meanwhile, Still Lurking In The Background: The Debt Ceiling
“Steven, no they won’t.”
Oh, Good: ‘Global Recession’ Tops Worry List In Closely-Watched Credit Survey
Don’t worry, China will save us.
Different Day, Same Set Of Hopelessly Entangled Narratives
Who can untangle this massive strand of Christmas lights?
Albert Edwards Is Worried America Is ‘Gripped By An Epidemic Of Stoned Pedestrians Stepping Into Traffic’
“…most surprising was the pungent smell of skunk that pervaded the streets almost everywhere.”
Deluge Of Unwelcome Data Virtually Screams ‘Synchronous Global Slowdown’
Oh well, there’s always services…
What Wall Street Thinks Of The January Fed Minutes
And so, an announcement in March is the base case.
William Barr Will Have The Mueller Report ‘As Early As Next Week’ – Sharing Is Caring, Bill!
All good “witch hunts” must come to an end.
Fed Minutes Detail Case For Patience, Desire To End QT, December Selloff Discussion, Inflation Outlook
“Almost all participants thought that it would be desirable to announce before too long a plan to stop reducing the Federal Reserve’s asset holdings later this year.”
One Bank Channels Mike Tyson, Says ‘Everyone’s Got A Strategy, Until They Get Punched In The Face By QT’
“…we should pay attention to this stuff.”
Eric Trump: Idea The Deutsche Bank Worried My Dad Might Default On $340 Million Of Loans While President Is ‘Complete Nonsense’
Eric Trump, son of “genius”, doesn’t know much, but…
From Japan, A Bleak Warning
More problems.
As US Demands Yuan Stability In Trade Talks, Let’s Go Insane Again
Back to the insanity loop.
You Can Forget About Another Hike From Sweden
That slightly hawkish bent from last week is likely to disappear now.
What To Expect In FX Land If China Starts Loading Up On US Goods
This is somewhat self-evident, but worth mentioning nonetheless.
Just As He ‘Predicted’, 16 ‘Cities’ Sue Trump For His ‘Flagrant Disregard’ Of Just About Everything
“Cities”, states, whatever.
From Frankfurt To Tokyo To Sydney, Doves On Parade
Suffice to say the dovish pivot from global central banks appears to have wings
We Need To Learn To Speak Again
“Why does it appear impossible to dispute obvious lies and falsehoods with simple and self-evident truths?”
The ‘Cautiously Optimistic’ Take On Russia Sanctions
If you were nervous, you probably sold before last week.
Is America’s Debt Path Sustainable?
And for what?
Seeing Red And The Indefinite Suppression Of Rates Volatility
“…it is difficult to build a case for owning rates volatility over any horizon.”
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