Things to know -              Yield inverts briefly again and could invert again today -              Trump does a 180 on his recent tax talk -              Jay Powell takes the stage at 10 am   Stocks were all over the place yesterday as the start of the Jackson Hole Symposium got under way – First we got a [...]

Things you need to know. What’s it all about? Italy in political crisis (again – Yawn) FOMC mins will reveal what? Jackson Hole begins tomorrow So stocks traded up to 2925 ish and failed…..struggling to understand what’s it all about Alfie? ( https://www.youtube.com/watch?v=KoNtj27a6Rk – Classic Dionne Warwick – 1967) Is it just for the moment [...]

Things you need to know. Trump hints at more tax     cuts and retreat from Tariffs for the season Trump continues to     hammer Powell Rosengren not a     supporter of lower rates – what about the others Mkts have rallied back –     but will they hit resistance here?    [...]

Things you should know Trade talks appear to     thaw Yield curve no longer     inverted – fueling Risk On around the world Mkts prepare for the     Jackson Hole boondoggle  What a week it was……wild swings in the mkts, caused by more tension in trade talks, more geo-political angst – think [...]

Things you should know Macro data IS weakening     a bit – but not collapsing The Curve did invert for     all of a brief moment China announces     retaliatory measures but doesn’t define them (negative) China then hopes for     cooler head to prevail (positive)  Stocks got HAMMERED and then [...]

Things to know Trump Tweets Again –     halts tariffs (for now)  He’s concerned about the Holiday’s Algo’s go psychotic Gold backs off     (expected) And this morning – the     Yield Curve inverts – sending futs LOWER   Trump Tweet Tirade……which two weeks ago set off a global re-pricing of stocks, bonds, [...]

Things you should know.. Protests in HK force     another day of closure at the airport Is China gearing up to     Invade and Crush? Argentina becomes a     crisis (again)  - Cristina Fernandez de Kirschner rises (again) Treasuries and Gold     become BEST performing Assets   A Black Swan theory (event) [...]

Monday - August 12, 2019 Things you need to know Mkts under pressure this     morning Unrest in HK GS sours on growth Gold continues to surge     on all this angst.   So – what a week it was and for many – they are glad that it is behind us…from Monday’s plunge [...]

Things to know… China says “We are not a     currency manipulator” US Futs plunged another     600 pts overnight China steps in to     stabilize Yuan US futs rebound and now     look to open higher (that’s relative) UGLY, UGLY, UGLY……Global mkts shuddered and the US mkt got smashed…..By now [...]

Things you should know China allows Yuan to     weaken Global Mkts Under Fire Trump Yet to Tweet   Stocks ended lower on Friday – marking their worst week in more than two months…..NFP report on Friday?  Was in line – but it seemed to be tossed aside. No one was really paying any attention [...]