It's all about #FED #Rates . Market Participants front run this at their peril!

Paul Gambles Harris Samaras Harald Malmgren Lars Pellinat Alastair Winter Tyson Rosage

A great tweet thread by Michael Pettis on Trade implications from #China focus on #Manufacturing . More #Global Trade Tensions rising...Watch out #World !

Expect monetary and fiscal stimulus announcements from China in H2, says Catherine Yeung of Fidelity International.

Interesting tweet thread by Michael Pettis on the use of AMC's to resolve the developing word debt crisis.

There has to be a haircut on the debt. It is that simple. Whether you use an AMC set up for the purpose or not isn't the key issue!

Q: Zirp means inflation to the moon

A common mistake

The interest rate fallacy

Lets try and Jack Kerouac this... twitter.com/1337_FAFO/stat…

Follow the money..
.

1. The #FED will keep hiking...

2. More Economic pain to come...

3. Market view is a false...

Paul Gambles Lars Pellinat Richard Field Alastair Winter Harris Samaras

#Breaking : Kashkari: 'Unclear how much Banking stress will lead to a sustained credit crunch'

Clear to me #Banks will cut lending...Need more transparency...

Richard Field Paul Gambles Lars Pellinat Harris Samaras Alastair Winter

This is an interesting graph on #US Banking Industry exposure to commercial real estate.

How much mark to market are we seeing here?

Richard Field Paul Gambles Harald Malmgren Harris Samaras
Alastair Winter Jesse Colombo

A #Tesla Powerwall would have been useful for Home owners in the Hawkes Bay with the recent outages caused by Cyclone #Gabriel .

Petrol generators are also a useful option.

In my view it was a mistake to take rates to ZERO. It created an environment that encouraged excessive risk taking.

I am OK with 2% #FFR for short periods.

Equally 5%+ #FFR is a problem.

Paul Gambles Richard Field Alastair Winter Lars Pellinat

#Breaking : ' #FED leaves year end #FFR projection at 5.125%'

Translation: A lot of pain to come. On what planet is it acceptable to hike into a recession?

Paul Gambles Richard Field Harald Malmgren
Alastair Winter Lars Pellinat

#Breaking : ' #FED leaves year end #FFR projection at 5.125%'

Translation: A lot of pain to come. On what planet is it acceptable to hike into a recession?

Paul Gambles Richard Field Harald Malmgren
Alastair Winter Lars Pellinat

Jonathan Urlich Richard Field Lars Pellinat Agreed
I think that they're patting themselves on the back about how well they've handled things - none so blind as policymakers who won't see

twitter.com/CapitalJon/sta…

#BoJ steps in again...What could possibly go wrong? The hubris of all these Central Bankers is truly amazing...

Let's clip their wings, people...

Paul Gambles Lars Pellinat Harald Malmgren Richard Field Harris Samaras Alastair Winter Daniel Lacalle