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Overnight markets traded subdued, with US equity futures unchanged after settling in a narrow range, as investors awaited a speech by President Trump at the Economic Club of New York on Tuesday on U.S. trade policy.

If the ECB continues to buy such a significant proportion of issuance, we will likely see investors priced out of new issuance as deals come with zero new issuance premium...

"The slowdown seems to be deep-rooted, especially in the industrial sector." 

"I think the immediate trigger a year ago was the run-up in mortgage rates." 

"We recommend investors reduce risk and stay with cleaner portfolios and better managers."

As cars become more expensive, and trade-ins worth less and less, buyers go deeper in debt on new cars...

The common view among many economists today, however, is that it's better for economic growth to make sure more people spend every last dime on trinkets at the discount store...

"Stocks look expensive on earnings, but there is no alternative (TINA), with the S&P 500 yielding similar to the 10-year Treasury yield."

...they're coming for your savings in order to “save” the economy...

"...the Fed can only keep interest rates, which are the price of money, artificially low for so long without serious economic consequences..."

Concerns grow that Iran is turning its back on IAEA inspectors...

If the Fed does cut its bill purchase pace, then the extrapolators will need to reassess their calculations, threatening the QE narrative...

"...facing a retail vacancy epidemic."

Since June, households have built more cash than credit, a.k.a. de-levered...

WSJ described Legere's leadership style as "unconventional", and likened him to Neumann in that regard.

While this was a record, it also “reflects a meaningful deceleration from 2018 levels,” according to Baird

Precious metals top this week’s selection of energy and commodity charts, as palladium prices continue to climb, but provide little upside for platinum...

...it is possible that the resumption of MAX deliveries to airline customers could begin in December..."

Here’s a little secret. It’s a complete fallacy...