Are You Ready For The First Y/Y Decline In Corporate Earnings Ex-Energy Since 2009?
You can thank margin pressure and slowing global growth.
You can thank margin pressure and slowing global growth.
The US labor market averted a sharp slowdown in September and revisions added 38k to August’s headline.
Things just got even more complicated.
Perhaps Peter will show back up on CNBC to explain himself.
It’s imperative that the Fed doesn’t somehow fumble the handoff or drop the baton.
The other proposals mentioned in Friday’s reporting were not addressed by a spokeswoman.
“The timing is terrible”.
“Trade policies have had the greatest negative impact on consumers”.
“Every major economy is seeing a full-blown industrial/manufacturing slowdown”.
Dry kindling waiting for a match.
“Why the shift in tone? Let me sketch out.”
We’re not out of the dark woods yet.
Something is amiss, apparently.
“Make no mistake about it: The Trump Administration is the most corrupt administration of our lifetimes”.
“These trades worked well until the rotation started, and now are in the early stages of a collapse”.
“Saudi is often viewed as the ‘central bank of oil'”.
“Bond risk in equity markets should not be overlooked”.
“We’re getting closer but we’re not there yet”.
Don’t burst my bubble.
“…the current consensus / ‘Momentum’ positioning construct is a pure reflection of the ‘Duration Trade'”.
“Trade talk, political campaigning and tweets have contributed to volatility, from China to Fed policy
This should sound familiar.
“We don’t have groupthink on the FOMC”.
From here forward, the bullish bond impulse will have to come from the US.
We were due.
You must be logged in to post a comment.