Reading the tea leaves.
Month: September 2018
Albert Edwards: ‘It’Â’s Always Brightest Before Dusk (OK I Made That Up!)’
“But in the same way that it is ‘always darkest before the dawn’ surely the opposite is also true.”
For A Split Second On Tuesday, Donald Trump And The World Shared A Joke
And the joke was Donald Trump.
‘Do It At Your Own Risk’: Bolton, Pompeo Not Amused With Europe’s Plan To Circumvent Iran Sanctions
“…take a good hard look at your business with Iran.â€
Trader Asks: Is The FOMC Drift Dead?
“Wait until the Fed finally stops tapping on the brake – this strategy’s alpha might not be completely dead.”
Goldman Updates Oil Forecast Following Trump’s U.N. OPEC Broadside
“The catalysts for this last rally appear clear”.
Trump ‘Rejects Globalism’, Blasts ‘Socialism’, Accuses OPEC Of ‘Ripping Off The World’: Full U.N. Highlights
The bar was set pretty high – or pretty low…
In Brazen Move, Europe, Russia, China Establish SPV To Circumvent Trump’s Iran Sanctions
“The question is whether this will work.”
Peter Navarro Promises More China Tariffs, Says ‘Small Things’ Impeding Canada Talks
Unfortunately, Peter Navarro was on national television this morning…
As Yields Rise, The Ghost Of Diversification Desperation Comes Calling
Here comes the stock-bond return correlation debate (again).
‘Disgraceful Bullsh*t’: Rod Rosenstein Story Sparks Civil War In Journo Land
This is not what America needs.
In India, ‘Another Fed-Induced Tightening Tantrum’
And don’t say Urjit Patel didn’t try to warn you.
Rod Rosenstein Said To Resign As Deputy AG: Constitutional Crisis, Here We Come
Expect a veritable firestorm on the Hill.
‘Paid For By The People’s Republic of China’: Xi Runs 4-Page Des Moines Register Ad On ‘Trump’s Folly’
“Beijing can set an example for the world.”
Dear Brett Kavanaugh: Do You Remember Deborah Ramirez?
“I remember a penis being in front of my face.”
Something For Everybody: Full Week Ahead Preview
Whether you’re a geopolitics buff, a Beltway junkie or a market addict, the week ahead has you covered.
‘Someone Get King Salman On The Phone’: OPEC+ Just Ignored Trump’s Twitter Demands
Donald Trump is furious about oil prices again and this time around, OPEC doesn’t care.
‘Yields On The March!’ Reflecting On The Latest Bond Selloff
“…this time without financial media concern.”
Goldman Asks: What’s So Special About The Dollar, Anyway?
This is the dollar’s “key statistical property”.
‘I’m So Happy’: Trump Posts Video Of Himself Lying About Wage Growth
“For the first time in many years, wages are going up”…
Internal RNC Poll Shows Nancy Pelosi More Popular Than Trump And That’s Not Even The Punchline…
Why? Why would Republicans stick with something that an internal study says isn’t working?
Trump Gets His War: China Cancels Trade Talks With U.S. After Latest Escalation
So much for “forcing” them to the table.
Will Somebody Please Tell Trump That Attacking Sexual Assault Survivors On Twitter Is A Bad Idea? Thanks.
The biggest question mark going into next week may not even be whether and when Ford testifies and under what conditions…
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