It is the 12th of November 2019

News

Natixis Warns, US Economy Will "Slow Down Substantially" In 2018

As US GDP growth rises at 3% or more for the second quarter in a row, French investment bank Natixis urges investors to prepare for the U.S. economy to "slow down substantially" as early as 2018.

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"Someone Is Blowing Up": RBC Warns China-Induced Unwinds Are Escalating

"Something is off," warns RBC's head of cross-asset strategy Charlie McElligott in the introduction to his latest market noting that the swing in US fiscal policy optimism is coming at a critical time as the China's liquidity tightening is spooking the reflation story.

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Guess Who Isn't Buying The "Reflation" Trade

For all the talk of record (at least until recently) speculative Treasury shorts, rising inflation and a guaranteed selloff in long-dated debt - at least according to virtually every sellside desk on Wall Street - one group of investors is clearly on the other side of the trade: Wall Street itself. 

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Stocks Tumble: Fed Spooks Traders With Bubble Warning

Was today the Yellen Fed's Irrational Exuberance moment?

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Jeff Gundlach's Latest Webcast "The Byrds": Live Updates

Having taken a one month break since his latest February webcast, the time has come for DoubleLine's Jeff Gundlach to take the microphone again for his latest address to his investors (and everyone else) - titled this time "The Byrds", and hopefully provide some insight into this increasingly more confusing market.

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Can 'Soft' Become 'Hard'? - RBC Explains The Market's "Longer-Term Battle"

The last few days have seen the yawning chasm between 'soft' survey and confidence data (soaring) and 'hard' real macroeconomic data (tumbling) widen still further.

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