“An inverted yield curve by mid-2019.”
Month: July 2018
Inflation Hits New Six-Year High, Despite Marginally Missing Estimates
In search of “Goldilocks”.
The ECB Needs You To Know They Are A Flexible Body Capable Of Servicing Your Needs In Creative Ways
“…communication had to strike a careful balance between anticipating a termination of net asset purchases by the end of December 2018 and highlighting the continued commitment to providing sufficient monetary stimulus for as long as necessary.”
Did Donald Trump Threaten To Quit NATO Today? Yes, Probably! No. Maybe!
“The NATO meeting was a little tough, for a little while.”
The ‘Non-Stop Event Risk Cabaret’: This Is The Tie That Binds 2018’s Market Shocks
“Buy the dip” is now “sell the rip”, don’t ya know?
Can You Say ‘Demand Destruction’? Trade Tension Triggers Commodities Bloodbath
We’re going to need more reassurances from Goldman on the commodities bull thesis.Â
‘Someone Go Tell That To The Guy Harvesting His Crops’: Pray For The Soybean Farmers
Whatever you say, sir.Â
Loving You Is Risky: One Bank’s ‘Risk-Love’ Indicator ‘Collapses’ Into ‘Panic’ Territory
“The set up was poor, in hindsight.”
Trader: I’m Hearing 1987 Is Back In Style
“Although every bone in my body wants to sell this market. I … (and I can’t believe I am writing this)… am petrified this trade is so obvious, it can’t be right.”
‘If OPEC Survives, It Will Be Without Iran’: As Saudi Arabia’s Oil Production Surges, Analysts Ponder The Future
Nothing lasts forever, I suppose.
Donald Trump, Russian Blackmail Expert, Says Germany Is Definitely ‘A Captive Of Russia’
“We’ve heard him before and seen the tweets”.
Mohamed El-Erian Reveals His ‘Gut Feeling’ On The Emerging Market Selloff In Interview With Goldman
“I wouldn’t label myself as a pessimist but rather as someone who respects market technicals.”
Calm Shattered? U.S. Releases Tariff List On $200 Billion In Chinese Goods
It was just a matter of time.Â
Thanks To Recent Crash Course In Nepotism, Americans Now In A Better Position To Understand Why Turkey’s Currency Crisis Is Likely To Get Worse
“Capital controls cannot be ruled out in the medium term.”
Global Investors Are Overweight (Stocks) And It’s Not Clear They Can Keep Eating – Even If They Want To
Who will be the marginal buyer of equities going forward?
Heat Wave? One Bank Checks Their Heatmap For Signs Of A High Volatility Regime
“Overall, the broad picture remains healthy”, but at the same time…
‘Chart Of The Century’ Hints At Potential Dire Outcome Of Prolonged Global Trade War
“…fewer choices, potentially less quality, less productivity and higher prices if we reverse globalization.”
‘Easy To Win’: A Quick Reference Guide To America’s Multi-Front Trade War
“Well, it’s weird.”
Tesla To Sign MOU For Giant China Factory As Trade War Creates Sense Of Urgency For Musk
Let’s hope there’s a Twitter war between Trump and Musk.
Local Grandpa Looks On Wistfully As $4.2 Billion Collection Of Massively Profitable ‘WMDs’ Begins To Expire
Mr. “Aw-Shucks†didn’t want to have to use these “WMDsâ€, but the allure of $2.4 billion in earnings from 2008 to 2017 was just too much to resist.
The Devil In The Details: These Market Darlings Are Actually More Exposed To A Trade War Than You Think
A quick look under the hood.
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