If you want something done right…
Year: 2018
CPI Mercifully Misses Estimates, Now Let’s See If The Dip Buyers Show Up
Phew. Will this be enough to allay fears?
Albert Edwards Says Equity Investors May Get ‘Fried Alive’ Mount Vesuvius Style
“Equity investors are facing the four horsemen of the apocalypse thundering towards them.”
Tencent Plunges, Logs Record Losing Streak But Don’t Tell Wall Street…
If there’s any stock on the planet that could have done without a global selloff catalyzed by a bloodbath on the Nasdaq, it’s Tencent.
Chinese Stocks Plunge In Worst Rout Since 2016
Things didn’t go well in China on Thursday.
U.S. Knew Of Saudi Plot Against Khashoggi, Senators Invoke Magnitsky Act, Forcing Trump To Investigate
So much for “duty to warn”.
Trump: ‘The Fed Has Gone Crazy, Loco’
“I don’t know what their problem is”.
February Is Calling, It Wants Its Markets Back
“Harry, we had a setback.”
Will Trump Label China A Currency Manipulator Next Week? Let’s Discuss…
“…the U.S. should be allowed to recapture what was lost.”
Stock-Bond Correlation Breaks, Presaging Locust Plague, Pestilence, Famine
Posthumous equine abuse.
Video Shows Saudi ‘Assassination Squad’ Sent For Khashoggi, Trump Says ‘I Know Nothing’
“It’s clear he did not exit.”
As Iran’s Oil Production Plunges, Traders Come Around To Sanction Reality
Traders are a bit surprised at just how determined the Trump administration is to lay waste to the Iranian economy.
Good News: Norway’s $1 Trillion Wealth Fund Is Getting Fresh Cash Injections
There’s nothing like oil money.
Trader: Suddenly Everyone Is A Bond Bear
“Don’t you love it how, now – after the biggest sell-off in fixed income in decades – suddenly everyone is bearish?”
Trump: ‘The Fed Doesn’t Need To Go So Fast’ On Rate Hikes
“I like to stay uninvolved with Fed chair Jerome Powell.”
Meanwhile, In Turkey: Toothpaste Police
Tragicomedy.
Nikki Haley Resigns As Trump’s UN Ambassador, But Don’t Worry, Everything Is Fine, Ok?!
“[She’s] done a fantastic job and we’ve done a fantastic job together”.
Don’t Look Now, But The Chinese Yuan Just Staged A Massive Coup In Global Reserves
De-dollarization anyone?
Italian Stocks On Precipice Of Bear Market As Tria Fails To Put Out Fire
An unenviable position.
‘There Are Clouds On The Horizon’: Why The IMF Just Slashed Their Global Growth Outlook
“…to the detriment of all.”
European High Yield Faces Two-Headed Hydra From Italy, EM FX
There are so many self-referential dynamics in play here that it will make your head spin.
Maybe Amazon Will Just Put Google Out Of Business Now, Because Why Not?
“Leadership is definitely concerned.”
Amid Momo, Growth Rout, Google Gets Bad News
Here comes more regulatory scrutiny.
And Now, Everybody Will Buy Everything Related To Brazil …
Who’s excited?!
Don’t Look Now, But Turkish Banks Are On Fire (In A Good Way)
Pray the Brunson deal doesn’t fall through
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