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Cleanest Dirty Shirt? US Macro Data Worst Start To A Year In Over A Decade

Tyler Durden's picture




 

"There is no alternative..." "Cleanest dirty shirt..." "Fed has to raise rates..." "Decoupled..." - Umm no! 2015 has started with the worst disappointment and weakness in US Macro data in at least a decade... but apart from that, BTFD!

 

 

Charts: Bloomberg

 

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Tue, 01/27/2015 - 16:10 | 5712436 Buckaroo Banzai
Buckaroo Banzai's picture

KING DOLLAR!... Takes a licking and keeps on ticking!

Tue, 01/27/2015 - 16:16 | 5712463 Bangalore Torpedo
Bangalore Torpedo's picture

So King Dollar does have something in common with Mr. Yellin after all.

Tue, 01/27/2015 - 16:32 | 5712559 Syrin
Syrin's picture

It was the ROOSKIES !!!   Damn commie bastards !!

Tue, 01/27/2015 - 17:16 | 5712801 Sudden Debt
Sudden Debt's picture

BROUGHT TO YOU BY CHEAP OIL!

oh, and there’s pink slips for everybody on the way out...

Tue, 01/27/2015 - 16:12 | 5712441 Dr. Engali
Dr. Engali's picture

Raise rates...... Lol... That's some funny shit right there. I don't care who you are.

Tue, 01/27/2015 - 16:13 | 5712454 NoWayJose
NoWayJose's picture

Relax - Yellen will say something about subdued growth and patience - stocks will zip higher on hopium.

Tue, 01/27/2015 - 16:15 | 5712456 Bangalore Torpedo
Bangalore Torpedo's picture

BTFD?  The "dip" came and went before I could even make up my mind what to effing buy!

Tue, 01/27/2015 - 16:20 | 5712483 Tsar Pointless
Tsar Pointless's picture

What's to figure? Buy it all!

Tue, 01/27/2015 - 16:29 | 5712552 Bangalore Torpedo
Bangalore Torpedo's picture

BTWFD??

Tue, 01/27/2015 - 16:29 | 5712541 TheRideNeverEnds
TheRideNeverEnds's picture

e-minis S&Ps of course, WTF else would you buy?  

 

Its so easy a monkey could do it!  Just hit the offer and let the algos figure out how to hedge the contracs.

Tue, 01/27/2015 - 16:15 | 5712464 George Soros
George Soros's picture

FED has to delay rate hikes now. Bullish!

Tue, 01/27/2015 - 16:17 | 5712470 Spungo
Spungo's picture

#winning!

Tue, 01/27/2015 - 16:41 | 5712489 SheepDog-One
SheepDog-One's picture

It's an ongoing planet Earth hostage situation.

Tue, 01/27/2015 - 16:19 | 5712490 gatorengineer
gatorengineer's picture

If this walks down to say 1900 the fed will have to trot out the QE4 banner...  Patience wont be enough...  they will need a plus 1.20 Euro....

 

What happened to Greece by the way, must be solved right?

Tue, 01/27/2015 - 16:24 | 5712524 SheepDog-One
SheepDog-One's picture

Greece off the newsfeed because they said we're not borrowing shit or paying back shit.

Tue, 01/27/2015 - 16:21 | 5712492 fed_depression
fed_depression's picture

This is it. Whether or not SPX goes to 3000 whether or not Fed does QE4 ths is it. It's over. We are going into depression. Fed had a chance with 0 rates to delever instead it just levered up more. It is over.

Tue, 01/27/2015 - 16:47 | 5712651 SheepDog-One
SheepDog-One's picture

That's right, the Fed COULD have done the right thing and bankers would be doing just fine, but nah the psychopath pirates had to just keep raiding...it's all pirates know. Yo ho ho and a dead banksters bonus check.

Tue, 01/27/2015 - 16:22 | 5712497 Bell's 2 hearted
Bell's 2 hearted's picture

CAT Q4 out today ... boy was it ugly 

 

Q3 (october 23rd) expected 2014 full year revenue to be $55 billion ... and 2015 outlook:

 

As a result, our preliminary 

outlook for 2015 expects sales and revenues to be flat to slightly up from 2014. 

http://www.caterpillar.com/content/dam/caterpillarDotCom/releases/3Q14%2...

Q4: While we anticipate modest improvement in world economic growth, we expect our sales and revenues to decline  from $55.2 billion in 2014 to about $50 billion in 2015.  http://www.caterpillar.com/content/dam/caterpillarDotCom/releases/4Q14%2...
Tue, 01/27/2015 - 16:33 | 5712575 lasvegaspersona
lasvegaspersona's picture

modest™ a word now meaning exactly what TPTB want it to mean....don't argue, they own it now..

Tue, 01/27/2015 - 16:22 | 5712498 TheRideNeverEnds
TheRideNeverEnds's picture

Does this mean the FED can't raise rates this year from their current all time lows waaaay back up to levels seen in 08 near the bottom of the last financial crisis?

Tue, 01/27/2015 - 16:22 | 5712509 Moe Howard
Moe Howard's picture

Cleanest dirty shirt in a burning laundry basket located at the sewage treatment plant.

Tue, 01/27/2015 - 16:23 | 5712515 Greenspazm
Greenspazm's picture

Shit on toast.

Tue, 01/27/2015 - 16:25 | 5712518 drivenZ
drivenZ's picture

if you bought the dip last january you're up 10%+.  this data point is meaningless. 

Tue, 01/27/2015 - 16:26 | 5712534 Bell's 2 hearted
Bell's 2 hearted's picture

a dip?

last january?

hhmm, must have been when i went to the bathroom ...

Tue, 01/27/2015 - 16:36 | 5712586 SheepDog-One
SheepDog-One's picture

Last years 'January dip'? I don't recall it, what was that like the DOW dropped -100 then up 50 by close?

Tue, 01/27/2015 - 16:24 | 5712520 Bell's 2 hearted
Bell's 2 hearted's picture

most big retailers Fiscal Year ends january 31st (give or take a few days) ... Q4s (holiday sales) out in february should be very very interesting

Tue, 01/27/2015 - 16:26 | 5712531 stateside
stateside's picture

The Japanese govt starts buying US equities March 31st (remember that decision back when).  Any wonder people are BTFD?  It doesn't matter how overpriced equites are at the time - they will buy hand over fist.

 

stateside

Tue, 01/27/2015 - 16:34 | 5712572 zorba THE GREEK
zorba THE GREEK's picture

The Japs buying U.S. stocks is already priced in otherwise the S&P would be at 1800.

Tue, 01/27/2015 - 16:39 | 5712604 SheepDog-One
SheepDog-One's picture

Same as how Euro QE was already priced in, double leveraged before it even happened. None of this will 'work' anymore.

Tue, 01/27/2015 - 16:28 | 5712535 Greenspazm
Greenspazm's picture

The data haven't been seasonally adjusted yet.

Tue, 01/27/2015 - 16:28 | 5712544 Callz d Ballz
Callz d Ballz's picture

#shocking

Tue, 01/27/2015 - 16:31 | 5712551 ebworthen
ebworthen's picture

More heroin!  As long as we use clean needles we'll be fine!

Tue, 01/27/2015 - 16:33 | 5712565 Callz d Ballz
Callz d Ballz's picture

veins are collapsed

Tue, 01/27/2015 - 16:30 | 5712555 lasvegaspersona
lasvegaspersona's picture

Call Pantone™ for the color code....at least 2015 was labled.

Tue, 01/27/2015 - 16:46 | 5712652 Chuck Knoblauch
Chuck Knoblauch's picture

Propaganda to follow.

Tue, 01/27/2015 - 16:52 | 5712678 In.Sip.ient
In.Sip.ient's picture

Every western CB in the world has cut rates...

...and you think the FED is gonna raise rates???

 

Really???

 

 

Tue, 01/27/2015 - 18:14 | 5713072 Barnaby
Barnaby's picture

"and the beer I had for breakfast wasn't bad so I had one mo fo dessert."

Prescient words, Kris K. You fucking rock.

Tue, 01/27/2015 - 20:35 | 5713680 Herdee
Herdee's picture

Minor profit taking on the $USDOLLAR.She's just getting started for a big run and will crush every currency out there guaranteed.The Dollars are coming home,get used to it.

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