Trade banter and CPI. That is all. Or at least all we know.
Day: March 11, 2018
Trump Shatters Own Record For Sheer Amount Of Batshit In One 24 Hour Period
A Dennison special, to be sure.
Goldilocks Goes To War
After all, she’s got a habit of hanging out with and implicitly taunting bears…
How Trump’s Tariffs Are ‘Perversely’ Consistent With China’s Medium-Term Goals
So that’s amusing and I’m not entirely sure that’s what Trump had in mind. Or who knows, maybe a “very stable genius” has thought all of this through and talked about it with his best friend Xi who “some people call the king of China.”
Marko Kolanovic: ‘Imminent Concerns Are Overblown’, Stay Overweight Stocks
“Narrative of recent selloff: imminent concerns about inflation, rates, trade wars, and a growth downshift are overblown, in our view.”
David Stockman: ‘Trump Is Pointing At The Wrong Bureaucrats’
“But two things are absolutely clear about the “why” of this $15 trillion calamity. To wit, it was not caused by some mysterious loss of capitalist enterprise and energy on America’s main street economy since 1975. Nor was it caused—contrary to the Donald’s simple-minded blather—by bad trade deals and stupid people at the USTR and Commerce Department.”
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