"I think our dollar is getting too strong, and partially that’s my fault because people have confidence in me”  Trump

Trump: U.S. currency is already “too strong”

“the entire developed world is insolvent.”

Kuroda:  "whatever it takes"

“...there are signs that monetary policy in the United States and other industrial countries is reaching its limits”  Bernanke

“Everyone is in a currency war and inflation expectations are collapsing”  Edwards

“There is now $7 trillion of government debt with yields below zero globally”

“The Chinese government is going to look after the interests of most of the people, most of the investors”  ~  Li

“We have the power to act. We have the determination to act. We have the  commitment to act”...There are "no limits" to how far the ECB will go  Dranghi

“Every time I saw a bumper sticker which said, 'Where's my bailout?' it hurt”

“For an individual to fix Libor is a crime. For a central bank to suppress European bond yields is an act of financial statesmanship.”

“We should not make the mistake of believing that we have put an end to financial crises”  Fisher

“Lehman Brothers in 2008 was not a bankrupt company”  Fuld

“If I had an easy way, and a non-risk way, of shorting a lot of 20-year  or 30-year bonds, I would do it. But that's not my game. It can't be  done in the quantity that would make sense for us”  Buffett

“Like lemmings at the cliff’s edge, central banks seem steeped in denial of the risks they face.”

“There’s an increasing number of global investors who are starting to lose trust in the world’s central banks”  Rosenberg

“Investors around the world are shocked, shocked that the monetary wizards may have run out of magic tricks to revive global economic growth”

“I  hope we can all agree that once-in-a-century emergency measures are no  longer necessary five years into an economic recovery" Druckenmiller

"Now we are in a completely different world”  Draghi

“There were no fingerprints of an easy money policy in the marketplace”  Greenspan

“There are increasing signs quantitative easing has overstayed its welcome”

“We have to turn the page on the bubble-and-bust mentality that created this mess”


april1718Housing starts rebound, but single-family homebuilding remains weak   Reuters
German recession signal soars to 'danger level' as global woes mount  Pritchard
Thin-Air Credit Growth Slowdown Augurs Poorly for Domestic Demand Growth Kasriel
This proven recession predictor is close to sounding an alarm  Hulbert
Morgan Stanley Warns Markets the Best Times May Be Near an End   BL
Mark Mobius says there’s a 30% correction coming for U.S. stocks   MW
IMF Spots Trouble Ahead for the Global Economy After 2020   BL
The lingering effect on real PCE from the Great Recession  WFargo
Winter is Coming - Part 2 ~   Part 1  JimQ
Rosenberg Say Buy Gold, Buy Oil, Buy Commodities  Mish
Capitalist institution makes strong case for socialised medicine  FTA
America First---R.I.P. Stockman
corpandaccountffGoldman Breaks From Wall Street Pack With Bond-Trading Boom   BL
The Retail Real Estate Glut Is Getting Worse   BW
How Libor’s Surge Will Help Pop The Global Bubble  Real Investment
U.S. Libor Replacement, Two Weeks After Debut, Has Some Issues   BL
Is Tesla the next Enron? One hedge-fund manager charts a gloomy path  MW
How Tesla’s Elon Musk Makes a Strategy Out of Defiance WSJ
Model 3 Production Line Skids to a Halt for Tesla   BL
Commodities Outlook - Q2 2018    Scotia
globalandother2Treasury Secretary Mnuchin: Trump tweet was 'warning shot' to China on currency  CNBC
China increases US Treasuries holdings despite trade tension  FT
China industrial output expectations, January-March investment growth slows  Reuters
As trade spat grows, China hits U.S. sorghum imports with hefty deposit  Reuters
U.S. bans American companies from selling to Chinese phone maker ZTE  Reuters
Exclusive: Chinese exporters concerned about U.S.-China trade spat - survey  Reuters
US Planning To Open "Third Front" In China Trade Spat  ZH
China May Be Set for Rare Property Defaults, Neuberger Says  BL
Draghi's High-Class Problem Rears Its Head as ECB Views Exit  BL
Japan's workers win biggest pay raises in 20 yearsJapanese mangoes match records
More than 40% of Canadians feeling pinch of rising interest rates  FP

April 6  Look At All The Trade War Drums  FallStreet
March 23  Trading Barbs Down To The Wire  FallStreet