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.”
Key Calls (Monday): Upgrades, Downgrades & Initiations
You need an upgrade.
Jobs, Central Banks, & A Mushroom Cloud Over Pyongyang: Epic Week Ahead Preview
Well, here’s hoping this week lives up to last week…
Iron Ore Soars As China Construction Gauge ‘Booms To Enhance The High’
“Construction industry boom to enhance the high.”
China PMI Misses, Hot Weather Blamed
CHINA JULY MANUFACTURING PMI AT 51.4; EST. 51.5
This Hasn’t Happened Since 2009…
There’s been no shortage of digital ink spilled over the past couple of weeks about the euro’s inexorable rise both against the dollar and, more recently, agains the Swiss franc which at this point is more “beleaguered” than Jeff Sessions after a Trump Twitter tantrum.Â
NY Times Says Trump W.H. Is ‘Criminal Cartel,’ Hieronymus Bosch Hellscape
““They like to knife them and cut them, and let them die slowly because that way, it’s more painful, and they enjoy watching that much more. These are animals.â€
‘$50 Is A Big Number’: WTI Jumps, Venezuela Sanctions Coming ‘As Soon As Monday’
“$50 is a big number.â€
Sunday Satire: Trump Voters Outraged After Discovering They Still Have Health Care
“I went to bed Thursday night and slept like a baby, assuming that when I woke up I would have zero health insurance,†Carol Foyler, a Trump voter, said. “Instead, this nightmare.â€
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