...weaker jobs data and hotter inflation data... not what Powell and his pals want to see...

“Peak inflation, peak tightening, peak rates should be good for equities.”

...stocks shrugged off Beijing's bloodbath, bonds' battering, and vol market's fears over CPI.

...chaos strikes the vol market... but NVDA hype trumps stunted-stimmies from China...

...the 'rates-growth tango' is back.

"We will probably not get a lot of big aggressive rate cuts"

...you never go full 'goldilocks'!

"The soft landing narrative is very powerful right now"

..."discussions" about bombing Iranian oil facilities and soaring Services prices are not what Kamala wants to see...

“The stimulus momentum has stalled with China away on holiday"

...things were quieter today as vol markets are primed for payrolls panic.

“Clearly there is a lot of uncertainty."

...Iranian missiles and American longshoremen go ballistic.

“The amount of easing that’s in the forward curve is crazy. There’s room for easing more, but not as much as the forward curve would indicate.”

What will The Fed do about soaring gold and crypto and USA sovereign risk spiking like Zimbabwe...

"Right now, we see an improvement in sentiment, which is driven by more stringent action that we see in China — that is good news for the European equity markets."

...dollar dumped as alternative currencies jumped as US Sovereign risk explodes higher...

“In the next 12 months we still see upside to the European and the US markets. Central banks are cutting, but at the same time fundamentals remain very strong.”

“The message, over the last 10 days or so, from monetary and fiscal policymakers across the globe, has been clear and undeniable — the policy ‘put’ is well and truly back,”

“That China stimulus news is probably not enough to take off those downside risks in the European economy just yet.”