“The sound was consistent with that of a large object, such as a television set, being thrown through a closed window,†a Secret Service spokesman said.
Day: June 8, 2017
The Only Brexit Chart You Need…
“What is the EU?”…
“That Bloody Brexit Referendum Fucked Us”: Pound Plunges On UK Election Turmoil
“It is becoming ever clearer that this country was completely fucked by that stupid bloody referendum.”
Comey Takeaway: Sen. Jim Risch Would Make A Terrible Hitman
Boss of family: “I wouldn’t mind if Johnny Roast Beef ended up at the bottom of a river.”Â
Risch: “I’m not sure I get what you’re driving at, sir.”
Guest Post: It’s Always Just A Question Of Price
“Throw enough cheap money at the problem, and people will find a way. I can’t tell you where. I can’t tell you when. But I am confident that eventually, people will borrow.”
Just 3 Charts…
Spot the odd one out…
Goldman Is Worried About America’s $2 Trillion Commercial Real Estate Problem
“In addition, over $1.1tn of CRE loans have been securitized and sold in commercial mortgage backed securities (CMBS) products, over half of which are held in non-agency securitizations that are not insured against credit losses.”
BofAML: The Idea That Stocks Will Continue To Rise Is “Wishful Thinking”
“With US companies seemingly reluctant to make major decisions on hiring and investment ahead of tax reform, with tightened financial conditions starting to bite into Chinese domestic demand, and with an escalation of political risks across the globe, it seems to us that the equity market may be too complacent about downside risk to global growth.”
Qatar In Crisis: A Guide To Markets, Sanctions, And Why A 20% Devaluation May Be In The Cards
In a week that was supposed to dominated by James Comey, Mario Draghi, and the
James Comey Got Whacked, The Question Is “Do We Care?”
“Despite this sparseness, or maybe I should say because of it, it is the most shocking single document compiled about the official conduct of the public duties of any President since the release of the Watergate tapes.”
Trader: “The Problem Is Ours”
“James Comey’s testimony has been portrayed as the making or breaking of the current presidency. Total vindication or that Perry Mason moment when he tearfully breaks down under questioning, repudiates his opening statement and confesses all. No one listening in today is going to budge one inch in their appraisal of our state of affairs.”
ECB Omits Guidance That Rates May Be Cut Further
“We expect interest rates to remain at their present levels for an extended period of time, and well past the horizon of the net asset purchases.”
SocGen: It’s A “Witches’ Brew Of Politics And Monetary Policy”
Did anyone tell you that today is “Super Thursday”?Â
China? China! Kuroda Contemplates His Exit, And Other Overnight Shenanigans
It’s “Super Thursday” and although the real fireworks (if there are any) aren’t set to
Key Calls (Thursday): Upgrades, Downgrades & Initiations
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