Godspeed, Steve Mnuchin.
Month: July 2018
Things Are Going ‘Far Worse’ Than David Einhorn ‘Could Have Imagined’, But At Least He’s Out From Under His Model S Lease
“We didn’t get it then and, truthfully, we don’t really get it now.”
‘This Will Be Difficult To Win’: As Clock Ticks, Trump Confronts Reality Of ‘Proper’ Trade War With China
This isn’t a real estate deal.
‘Who’ll Stop The Rain’? A Quick Look At One Bank’s ‘The Selling Has Just Begun’ Call
“We have been out on a limb the past month.”
Turkey Will Give Up Andrew Brunson Around The Same Time Erdogan Gives Up Control Of Monetary Policy (So, Never)
Meanwhile, 10Y yields in Turkey spike to record highs.
GOP Waterloo? Trump Decides To Call Koch Brothers ‘A Total Joke’ Three Months Before Midterms
You can’t be at war with everyone, all the time.
Admit It: You’re A Yield Curve Apologist, Aren’t You?
“Well, I might not know much, but one thing that has gotten me into more trouble is to assume markets will play out neatly according to a schedule.”
For ‘Better’ Or ‘Worse’, Here’s A Quick Snapshot Of Q2 Earnings Season So Far
But will it be enough?
Bank Of Japan Tweaks ETF Program, Adds Flexibility On Yields, Introduces Forward Guidance On Rates
Much ado about nothing? Not exactly. Probably. Or not.
The Devolution Will Be Televised.
Of ironies, tragicomedy and FANG corrections.
In Brazen Move, Trump Considers $100 Billion Tax Cut For The Wealthy – Without Congressional Approval
In the simplest possible terms, this is a perpetual motion machine for increasing inequality.
Giuliani Says Trump ‘Team’ Working Diligently On ‘Counter-Report’ To Refute Mueller Accusations
“But it’s unclear whether the special counsel will file anything with DOJ.”
Marko Kolanovic Returns, Sees Value, Emerging Market Rally, Says Fed Should ‘Skip A Hike’
“Regardless of whether this materializes, our view is that a slower pace of hiking is the right thing to do.”
BBQ Chicken: Tyson Foods Plunges Most In 20 Months And You Can Thank Trump’s Tariffs
“Trade policies have created a challenging market environment.”
