Fireworks.
Month: July 2018
Beware Fallen Angels: One Bank Ponders The Fate Of The European Junk Market
“… it fills us with a lot of fear [and] not just because many central banks would be relatively constrained in their ability to cut rates after their big post-GFC easing.”
The Decision Tree: Why The Odds Of Permanent Tariffs Are 75/25
In favor, that is.
Wilbur Ross: Come Hell Or Low Stock Market, Trump Will Not Surrender On Trade
“…there’s no bright line level of the stock market that’s going to change policy.”
Iran Says Saudi Arabia Is ‘Walking Out Of OPEC’ By Entertaining Trump’s 2 Million Barrel Bombast
“… there is no way one country could go 2 million b/d above their production allocation unless they are walking out of OPEC.”
