John Podesta: Gen. Kelly, You Shouldn’t Have Taken That Job
“As a former White House chief of staff, the best advice I could have given Gen. John F. Kelly has been overtaken by events: Don’t take the job.”
‘He Wants It Out Immediately’: Trump Worked With Fox To Create Fake Seth Rich Story
“Not to add any more pressure but the president just read the article. He wants the article out immediately. It’s now all up to you.”
ISM Misses Narrowly, But Prices Paid Beats
July U.S. ISM Manufacturing Falls to 56.3 vs Est. 56.4.
Bubble Mechanics: ‘The Only Sensible Thing To Do Is Keep Buying’!
“We’ve come to hope and expect that payment for current excesses can be put off longer than our careers will last.”
Incomes Flatline, Spending Barely Grows, PCE Manages Not To Be Catastrophe
Well, this could have been better.
Goldilocks Data In Europe Is ‘Just Right’ For Risk
What do you get when you combine PMI data that underscores dovish inflation dynamics with generally positive reads on the overall pace of economic expansion?ÂÂ
Tuesday Scaramucci Satire: ‘Bring Back The Mooch!’
Chanting “Bring back Mooch”…
Key Calls (Tuesday): Upgrades, Downgrades & Initiations
You need an upgrade.
RBA Flags Risk To Outlook, Inflation From Stronger Aussie
It’s probably going to take more than some jawboning…
China Caixin PMI Beats, In Good News For The Reflation Narrative
More tea leaves from the global engine of growth and trade…
‘A Sudden Fracture In The Risk Outlook’ As South Korea Manufacturing PMI Dives
Unfortunately, you kind of have to care to the extent it matters for the global economic outlook…
Einsteinian Insanity, The Chicken Dance, And An Autumn Market Top
But we would caution that you have now run out ahead of your fairy godmother…
Gamblers Make 7.5X Their Money Betting On Scaramucci’s Ouster
Late last week you could have bet on Jul-Aug. 2017 for just 14 cents.
‘High Levels Of Risk Appetite Signal Worse Asymmetry Of Returns,’ Goldman Warns (Again)
“A key near-term risk to the carry-friendly low vol regime could be rates increasing too fast, in particular real rates.”
The Dog Days: July In Charts
The dog days are here…
Scaramucci Fired After 10 Days
TRUMP REMOVES SCARAMUCCI FROM COMMUNICATIONS DIRECTOR JOB
‘WTF Is This?!’ Investors Dumped Most Tech Stocks Since 2007 Last Week
It was, poignantly, a Captain Picard moment.
Hey Republicans, If You Thought Health Care Was ‘Hard,’ Wait Until You Try Tax Reform
“Indeed, if the GOP thinks replacing the Affordable Care Act has been a nightmare, just wait until they try to reform the tax code.”
Euro Surges To January 2015 High
“More plz. Ok. Thnx. Bye.”
Iron Ore ‘Boom’ Fails To ‘Enhance The High’ For Dead-Sober Bond Yields
In other words: bonds ain’t buyin’ it.
Trump’s Preferred ‘Confidence’ Meter Down Every Month Since He ‘Created’ It
“I think our dollar is getting too strong, and partially that’s my fault because people have confidence in me.”
‘It’s So Easy!’: 9 Straight Months Of Gains For Global Stocks
Grab a 2-liter and a bag of Bugles…
Trader: ‘Stocks Have Done Nothing Wrong & They’ll Tell You When To Sell’
“There have been no actions by the central banks that would suggest that they believe there’s benefit in being the bubble popper.”
‘Nothing To See Here’: HKD HIBOR Suddenly Spikes To Crisis-Level
“…probably a result of thin market conditions ahead of the month-end and the market continued to function normally.”
A Midsummer Night’s Dream: European Inflation Hangs In There As Euro Imperils Stock Rally
“That could be interpreted as meaning that euro gains are excessive compared to the economic improvement in the region.”
The Trump Boomerang Effect
“For every malignant or bigoted action, there will be an opposite reaction.”
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