Mish Shedlock | TalkMarkets | Page 151
Investment Advisor Representative - Sitka Pacific Capital Management
Mike Mish Shedlock is a registered investment advisor representative for SitkaPacific Capital Management. Sitka Pacific is an asset management firm whose goal is strong performance and low volatility, regardless of market direction. Visit Sitka Pacifics Investment Management Page to learn more ...more

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3 Currency War Means - Dow Plunges Over 700 Points On Currency Wars - Got Gold?
Trump officially accuses China of being a "currency manipulator". The market is not taking the message well.
China Halts All US Ag Imports, Trump Accuses China Of Currency Manipulation
Trump says the currency manipulation will "greatly weaken China over time", yet he wants the US to do the same, constantly moaning about a dollar that is too strong and interest rates too high.
Expect Fed Baby Step Cuts Followed By Shock And Awe Panic
The Fed has convinced the market that baby step cuts are the order of the day even as the yield curve screams for more.
Global Manufacturing Recession Started: Trump's China Tariffs Made Matters Worse
A global manufacturing recession is now a certainty. Trump just made matters worse with a new 10% tariff hike on China. The Markit Global Manufacturing PMI is in the third month of contraction.
Bond Market Screams For More Rate Cuts: Trump Policies Ensure They Come
The Fed was hoping to steepen the yield curve with its 25 basis point (quarter-point) rate cut. Instead, inversions strengthened dramatically.
Commodity Reaction To Trump's Tariffs: Gold Up, Everything Else Down
Gold reversed strongly and bond yields continued to plunge when Trump announced a 10% hike in tariffs on China.
Bond Yields Crash On ISM Report, More China Tariffs: Inversions Strengthen
The long end of the yield curve continued its post-FOMC decline on poor manufacturing reports and new Trump tariffs.
ISM And Markit PMI On Verge Of Contraction: Expect Contraction Next Month
The closely watched ISM and Markit PMI both hover near 50. That is the dividing line between growth and contraction.
Fed Gets Opposite Response It Wanted: Inversions Strengthen
Counting the FF Rate, the yield curve flattened quite a bit but inversions between 3-month and long end widened.
Rate Cut Odds Shrink Dramatically Following FOMC Decision
The odds the Fed Funds Rate would be 1.75% to 2.00% fell from 54.2% yesterday to 0% today.
Fed Cuts One-Quarter Point As Expected But Two Dissents For No Cuts
The Fed cut interest rates by 25 basis points but Esther George and Eric Rosengren dissented.
Yield Curve And Spreads Ahead Of The Fed Rate Cut Decision
The Fed will cut rates in a few minutes. This is what the yield curve looked like ahead of the announcement.
Chicago PMI In Steep Contraction Plunging To Worst Reading In 4.5 Years
The Chicago PMI went into contraction last month and took a dive to 44.4 in July. Readings below 50 are negative.
Eight Reasons The EU Will Suffer Far More Than UK In Brexit
The EU would be wise to make a deal with the UK. It will get clobbered in the event of no deal.
What Happened To The Data-Dependent Fed?
The Fed will cut tomorrow and likely it will not be enough to satisfy Trump or those looking for shock-and-awe.
Real Incomes Rises 0.3% In June, Real Spending 0.2%, Deflator 0.1%
Personal income and spending in June rose mostly inline with the Economic consensus.
2401 to 2416 of 5833 Posts
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