More tea leaves from the global engine of growth and trade…
Month: July 2017
‘A Sudden Fracture In The Risk Outlook’ As South Korea Manufacturing PMI Dives
Unfortunately, you kind of have to care to the extent it matters for the global economic outlook…
Einsteinian Insanity, The Chicken Dance, And An Autumn Market Top
But we would caution that you have now run out ahead of your fairy godmother…
Gamblers Make 7.5X Their Money Betting On Scaramucci’s Ouster
Late last week you could have bet on Jul-Aug. 2017 for just 14 cents.
‘High Levels Of Risk Appetite Signal Worse Asymmetry Of Returns,’ Goldman Warns (Again)
“A key near-term risk to the carry-friendly low vol regime could be rates increasing too fast, in particular real rates.”
The Dog Days: July In Charts
The dog days are here…
Scaramucci Fired After 10 Days
TRUMP REMOVES SCARAMUCCI FROM COMMUNICATIONS DIRECTOR JOB
‘WTF Is This?!’ Investors Dumped Most Tech Stocks Since 2007 Last Week
It was, poignantly, a Captain Picard moment.
Hey Republicans, If You Thought Health Care Was ‘Hard,’ Wait Until You Try Tax Reform
“Indeed, if the GOP thinks replacing the Affordable Care Act has been a nightmare, just wait until they try to reform the tax code.”
Euro Surges To January 2015 High
“More plz. Ok. Thnx. Bye.”
Iron Ore ‘Boom’ Fails To ‘Enhance The High’ For Dead-Sober Bond Yields
In other words: bonds ain’t buyin’ it.
Trump’s Preferred ‘Confidence’ Meter Down Every Month Since He ‘Created’ It
“I think our dollar is getting too strong, and partially that’s my fault because people have confidence in me.”
‘It’s So Easy!’: 9 Straight Months Of Gains For Global Stocks
Grab a 2-liter and a bag of Bugles…
Trader: ‘Stocks Have Done Nothing Wrong & They’ll Tell You When To Sell’
“There have been no actions by the central banks that would suggest that they believe there’s benefit in being the bubble popper.”
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