Spoiler alert: everything.
Day: January 6, 2017
Will The Hubris Of Liberal Elites “Give Way To A Global Meltdown”?
“In Greek tragedy, hubris inevitably leads to catastrophe. Many fear that we are now enacting just such a tragedy, with the hubris of liberal western elites giving way to global meltdown.”
Albert Edwards Wants To Know Why No One Gives A Sh*t About China Anymore
“Global markets really couldnÂ’’t seem to give a toss about events in China. Yet they should.”
Bill Gross Agrees: Trump Is A Lot Like Mussolini
Thanks Bill, for your tacit endorsement…
Wall Street Reacts To “Mixed” Jobs Report
So this morning’s jobs data was, well, not very exciting. The headline print missed expectations
“Walking The Talk”: Trump To Adopt “Strident” Approach To Trade
Whatever you do, don’t confuse the “Trump trade” with “trade under Trump.” The “Trump trade” simply
Dec. Jobs Data Misses, Unemployment Rate Ticks Higher, Wages Rise
Normally, you’d probably want to focus first and foremost on how markets respond. Especially rates
Spot The Bid…
Better hope that repatriation holiday works out.
“Traders Get Religion When They’re Making Money”
How important is Friday’s NFP print? Well, probably not that important. Or at least it wouldn’t
Daily Kickstart (Jobs Edition)
Overnight I quoted Goldman on the way to explaining why a short yuan bias was
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