MACRO RISKS RISE

FAST FACTS ABOUT TODAY’S ECONOMIC DATA: * The PIGS FIB crisis is back again (remember them?  Portugal, Italy, Greece, Spain, France, Ireland, and Belgium).  In case you forgot, they fixed NOTHING. * It’s time to raise cash, as there are few places to hide given macro...

CHINA AGREES TO BUY STUFF

FAST FACTS ABOUT TODAY’S ECONOMIC DATA: * China agrees to buy stuff, and we’ll figure out what that means maybe next year. * Tech, Healthcare, and Staples leading Q1 earnings beats. CHINA AGREES TO BUY STUFF.  FEW OTHER DETAILS GIVEN: In a world defined by tweets,...

HERE COMES THE DEFICIT

FAST FACTS ABOUT TODAY’S ECONOMIC DATA: * Tax season ends and U.S. tax receipts tanked in early May. U.S. TAX RECEIPTS DOWN -18% Y/Y IN 1H MAY: Tax seasons is over folks and here comes the deficit spending.  We’re not sure why anyone would want to own U.S. Treasury...

EXCISE TAX RECEIPTS JUMP

FAST FACTS ABOUT TODAY’S ECONOMIC DATA: * U.S. tax receipts rebounded in April and excise tax spike suggest economy is humming. * Q1 Earnings continue to come in strong and break records. * German factory orders fell for the 3rd straight month. U.S. TAX RECEIPTS...
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